Director Business Performance and Analysis

Capital Bank MD
United States, Maryland, Rockville
Feb 20, 2025
Description Position Purpose The SVP, Director of Business Performance and Analysis (BP&A) is an integral part of the finance and accounting team and reports to the CFO. The role will manage the Financial Plan, and continuous forecasting for the Bank. The role works closely with all line of business and shared services leaders analyzing business performance. Position Responsibilities Develops strategic planning process with CEO, CFO, Line of Business, and Shared Services leaders. Responsible for building and monitoring the annual Financial Plan for all line of business and shared services. Leads the continuous forecasting process for the Bank. Collaborates with business P&L owners and line of business leaders, providing transparency and detailed information for decision making. Develops insightful trend and variance analysis on major KVDs including NIM, Fee%, Efficiency Ratio, ROA, and ROE Develops ad hoc models for business planning including payback and IRR for new investments Works closely with the CFO and Treasurer on stress testing and capital planning. Supports M&A analysis and other Corporate Development initiatives Will provide leadership to the new Planning System implementation project Support quarter-end analysis including participating in the Earnings Release, Investor Presentation, Q&A and other ad hoc analysis Assists in developing board and investor presentations. Conducts peer research as needed for strategy and planning for all areas. Participates in other projects as required. Mentors and coaches direct reports within the team to help develop them for future roles and provide proper succession. Manages performance of the team and conducts performance reviews within the processes of the Bank. Minimum Education & Experience Bachelor's Degree or higher in Accounting/Finance required 7-10 Years of BP&A experience within a financial institution and previous management experience Strong analytical and problem solving skills Strong attention to detail, demonstrated integrity and professionalism Technical Knowledge and Skills Ability to communicate effectively with executive management and senior leaders on complex issues Experience with financial and accounting reporting systems Experience implementing budgeting and planning systems for like size financial institutions. Compliance It is the responsibility of each bank staff member and of management to adhere to policies and procedures designed to implement compliance with the laws and regulations to which the bank is subject. Each bank staff and management member shall be accountable for understanding how compliance with laws and regulations affects the performance of their day-to-day duties, for completing compliance training as assigned and for carrying out those duties in a manner to achieve compliance with those laws and regulations. The above-mentioned are intended to describe the general nature and level of work performed rather than to be an inclusive list of all duties, responsibilities and skills required for the position. Job duties may be changed at any time at management's discretion. The job description is not intended to create contractual obligations of any kind. Capital Bank, N.A. is an Affirmative Action and Equal Opportunity Employer Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)