UMB Financial Corporation

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Manager Financial Planning & Analysis

at UMB Financial Corporation

Posted: 6/2/2019
Job Status: Full Time
Job Reference #: 1405443

Job Description

What You'll Do
This role will provide strategic leadership and direction of the financial reporting, budgeting and forecasting process while collaborating with senior leaders on developing and executing key financial and strategic initiatives across lines of business (LOB), driving and evolving the direction of the LOBs, while integrating strategic and financial planning for the Company. Will also serve as a valued partner across LOBs who lead projects in support of Corporate Finance objectives, LOB strategies or corporate development activities and serve as an ambassador of the Corporate Finance brand throughout the organization. Will be part of a team working to achieve Corporate Finance initiatives to help educate and influence profitable business decisions within the LOBs. Specific responsibilities include:
-Collaborate as a team to identify production efficiencies and reporting consistencies across and within LOBs.
-Perform competitive research and analysis.
-Act as a central point of contact for the Line Finance Managers.
-Coordinate the budget, forecast and annual planning processes and consolidate Line of Business financials to produce a consolidated financial view. Link financial plans to the strategy considering the client portfolio, human resources and technology plans. Create and maintain LOB allocations and identify key business areas to drive growth or cost saving opportunities.
-Work with Line Finance leaders to understand their reporting needs and partner with technical and/or system team to develop and enhance system capabilities to meet those needs. Work as a team to develop solutions and design communication plans to achieve efficiency and educated LOB and Executive partners.
-Partner actively in the development and enhancement of Financial Systems to improve management reporting which includes the development of functional, regional and/or departmental reporting, driver-based planning system, FTP, capex module, workforce planning, allocations, etc. High level of expectation around accuracy of developed and presented results.
-Ensure the validity of data contained within the financial systems and ensure all hierarchies and calculations performed within the system align with the Bank's financial methodologies and reporting structure. Perform or delegate to appropriate team member ad hoc analysis requests from Senior Management and/or the Board of Directors.
-Lead quantitative and qualitative analytical work that unlocks insights and drives sound decision making on key issues.
-Perform profitability analysis and scenario testing.
-Review daily/monthly financials for variance explanation and correction, identify trends vs. single events in the numbers. Coach and train managed team members in how to research variances, review business letters and/or other management reports for accuracy and create ways to convey the most critical information in a succinct manner.
-Create financial reporting and business analysis identifying and using key business drivers.
-Support financial planning processes, including development of short- and long-term plans and goals for the Company and LOBs.
-Partner with Line Finance/LOB leaders in developing and tracking top corporate initiatives dashboards.
-Coordinate and create the business and financial content for the quarterly Board of Director presentations.
-Support the Close process, helping to analyze variances to provide key insight to trends and performance activity.
-Perform management responsibilities which include interviewing, hiring, and training associates; planning, assigning, and directing work; appraising performance; rewarding and disciplining associates; addressing complaints and resolving problems; and preparing and abiding by approved budget.
-Other duties as assigned.

Requisition Number

We strive to deliver the unparalleled customer experience, and show customers they can count on more from UMB. The same is true for our associates. You can count on more benefits, more training, more support, and more opportunity!

What you'll get:
Unique Benefit Programs : We offer a great benefits package including several unique programs like an incentive-based wellness program, parental leave, adoption assistance and health care for you, your spouse or domestic partner, your dependents and even your pets!!
Professional Development: We provide our associates with the tools they need to support their career goals - including training, tuition reimbursement and career guidance.
Community Involvement: Giving back is a big part of who we are! We support several great causes throughout the UMB footprint. We even offer Volunteer Time Off, which allows associates to dedicate 16 hours a year to a worthy cause of their choice.
Culture of Diversity and Inclusion: We are committed to building a strong UMB by hiring talented, high-performing associates with diverse backgrounds. Maybe you simply want to work at a company where you have a voice and an opportunity to share your unique ideas.

Please visit us at to view a list of all available opportunities. UMB is an Equal Opportunity Employer. Principals only. No 3rd parties or agencies, please.

Work Schedule
Monday-Friday: 8:00am-5:00pm

Division Name
Chief Financial Officer

Kansas City

Preferred Requirements
-CFA, CMA or CPA certification

Job Title
Manager Financial Planning & Analysis

1010 Grand Blvd

Full Time


In this Role, You will Need
-Demonstrates an in-depth knowledge of Bank hierarchies, accounting standards, and financial statements including equity components, taxes, etc.
-Demonstrates advanced knowledge of finance or accounting
-Demonstrates advanced knowledge of Excel and Access, PeopleSoft and Hyperion
-Demonstrates strong decision making, analytical and problem solving abilities
-Demonstrates strong financial modeling, presentation, and project management skills
-Demonstrates strong presence with senior management and ability to express thoughts and ideas clearly and succinctly to various levels in the company
-Demonstrates excellent verbal, written and interpersonal skills
-Demonstrates exceptional time management and organizational skills with the ability to handle multiple priorities
-Demonstrates ability to multi-task and adjust to rapidly changing priorities in order to address/resolve the most critical/sensitive issues on a timely basis
-Demonstrates exceptional attention to detail
-Demonstrates ability to think strategically and apply solutions
-Demonstrates ability to influence in a consultative manner

Who You Are
-Bachelor's Degree in Finance, Business Mgmt, Systems Development or related area or equivalent experience
-10 years finance experience
-3 years supervisory or management experience