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Financial Planning & Analysis Director

Company: Heartland Financial USA, Inc.
Location: Dubuque
Posted on: March 22, 2020

Job Description:

Heartland Financial USA, Inc. is a growing dynamic organization with many locations offering uniquely different banking and financial solutions for businesses and personal clients. As a performance driven company, we strive to create a culture of excellence with high standards, and high values while providing outstanding growth and involvement opportunities for employees. Join a team that makes "Great Things Happen!"---

This role will provide strategic leadership and direction that delivers strong management reporting, budgeting and forecasting processes that support and promote a continuous improvement measurement process and culture. Collaborates with senior leaders to develop and execute key financial and strategic initiatives across the Member Banks (Banks), Lines of Businesses (LOBs) and Heartland Support Units. Works to drive and evolve the direction of the Banks, LOBs and Support Units to integrate strategic and financial planning for the Company. Will also serve as a valued partner across the Member Banks and LOBs who lead projects in support of Corporate objectives, LOB strategies or corporate development activities and serve as an ambassador of Corporate Finance throughout the organization. Will be part of a team working to achieve Corporate Finance initiatives, help educate and influence profitable business decisions within the Banks, LOBs and Support Units. Critical success factors for you and your team will be to establish a repeatable and efficient budgeting and forecasting process that yields timely and reasonable earnings projections and provides the foundation for robust metrics-based performance reporting throughout the company.


1. Responsible for defining and developing the management accounting and reporting rules, standards and processes for the company that will be used to measure financial performance across all reporting units within the company.
2. Provide leadership and direction for the budget, forecast and annual planning processes that produces Bank, LOB and Support Unit financial reporting that reconciles to the externally reported financial statements. Create and maintain appropriate allocations and identify key business areas to drive growth or cost saving opportunities.
3. Work with Finance leaders to understand their reporting needs and partner with technical and/or system support teams to develop and enhance finance, HR and data warehouse systems reporting capabilities to meet those needs, which includes the development or enhancement of Bank, LOB, 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.
4. 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.
5. Lead quantitative and qualitative analytical work that unlocks insights and drives sound decision making on key issues.
6. Perform profitability analysis and scenario testing as needed.
7. Design reporting to facilitate and highlight daily/monthly financial variances, identifies trends vs. single events in the numbers. Coach and train finance team members in how to research variances, review management reports for accuracy and create ways to convey the most critical information in a succinct manner.
8. Support financial planning processes, including development of short- and long-term plans and goals for the Company and LOBs.
9. Partner with Line Finance/LOB leaders in developing and tracking top corporate initiatives dashboards.
10. Perform competitive research, benchmarking and analysis
11. Support the reporting and accounting team in the Close process, helping to analyze variances to provide key insight to trends and
12. Completes annual E-Learning Plan and Bank Secrecy Act (BSA) training as assigned and keeps up-to-date knowledge of BSA as it relates to the job function.

SUPERVISORY RESPONSIBILITIES: This position has direct supervisory and administrative responsibilities.

1. Directly supervises up to 5 direct reports and 10 indirect.
2. Works with Heartland's Human Resource recruitment team to identify and hire the most qualified and talented individuals to fill open positions.
3. Provides information and on-going feedback to department staff regarding expectations and performance, salary adjustments and/or promotions.
4. Addresses and resolves all performance concerns and issues in a timely manner.
5. Works with department staff on individual professional development and career development opportunities.
6. Prepares and conducts annual performance reviews. Completes and submits all forms associated with the review process to the department according to the review process deadline.

1. 10 or more years of financial reporting experience at a publically traded financial institution with at least 3 years of extensive responsibility for budgeting, forecasting and management reporting processes
2. Bachelor's degree Business, Finance, or Accounting
3. Prior experience managing larger projects and process improvement initiatives
4. Thorough understanding of the technical aspects of budgeting, forecasting and management reporting systems and software
5. Possess in-depth knowledge of Bank and product hierarchies, accounting standards, and management accounting concepts
6. Proven ability to take high level direction and produce results which show thought leadership that will drive value and improve processes with limited supervision
7. Must be able to perform well in a high-pressure, time sensitive environment
8. Comfortable and skilled in managing across multiple senior executive lead stakeholder groups to achieve results and implement necessary changes
9. Possess well developed written and verbal communication skills, with demonstrated ability to design and produce effective presentation materials


1. Having attained an MBA, CPA, CFA or other certification is desired

Scheduled Weekly Hours:

Time Type:
Full time

Keywords: Heartland Financial USA, Inc., Dubuque , Financial Planning & Analysis Director, Executive , Dubuque, Iowa

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