Webster Bank · 2 months ago
Director Commercial Financial Planning & Analytics
CT Stamford HQ
Full-time
Onsite
Director/Executive
$145K/yr - $165K/yr
7+ years expWebster Bank is a leading commercial bank focused on helping individuals and businesses achieve their financial goals. The primary role of this position is to manage critical financial planning and analysis processes for key Commercial business segments, including the annual long-range planning process and strategic analysis of business performance.
Banking
Responsibilities
Direct and coordinate annual strategic financial planning efforts for key Commercial business lines
Construct and present monthly financial outlook updates (B/S, PPNR, efficiency, ROE) for each key Commercial business line while managing their financial operating risks and opportunities
Provide deep dive analysis into each periodic (monthly, quarterly) business’ financial performance from a Pre-Provision Net Revenue (PPNR) perspective and identify recurrent performance themes vs. non-repeating/transactional financial items that connects core business performance to financial results
Lead projects and initiatives to enhance financial forecasting and analytical capabilities including efforts to validate data model accuracy and back testing of outputs to historical comparative benchmarks
Collaborate with key Commercial business line leadership by providing timely feedback on financial inquiries and by proactively communicating internal deadlines and requirements for planning and forecasting exercises
Lead projects to assess financial profitability of new product/ program initiatives, strategic business carve-outs, and investment opportunities impacting commercial finance business lines of coverage
Oversee effective internal quality controls around critical reporting processes and analytical frameworks
Qualification
Required
Bachelor's degree is required
Minimum of seven to ten years of applicable work experience in financial planning and analysis
Prior work experience and knowledge of core financial services related accounting principles are a plus
Candidate should possess superior analytical and statistical skills to process significant amounts of data and develop financial projections, analytical reporting and profitability optimization strategies
Mastery of Microsoft Office suite (Excel, PowerPoint, Word) and Oracle EPM required
Strong attention to detail and the ability to independently review and rationalize financial results with actual business trends and direction
Excellent communication and interpersonal skills with the ability to interact effectively with all levels of the organization
Strong problem-solving skills and the ability to think strategically and innovatively
Established prior FP&A leadership experience
Adept knowledge of financial modeling methods
Proven ability to work with senior business line executives in setting performance goals and communicating risks and opportunities
Several years of relevant experience in a financial services setting, particularly in the Commercial banking space
Preferred
Advanced (Master's, PhD, etc.) degrees in Business Administration or Finance are a plus
Candidates with experience navigating transformational process and organizational changes is an additional plus
Benefits
Incentive compensation
Company
Webster Bank
Webster is a commercial bank that provides financial services to corporations, individuals, families, and partners.
1001-5000 employees
H1B Sponsorship
Webster Bank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2024 (4)
2023 (5)
2022 (3)
2020 (1)
Funding
Current Stage
Public CompanyTotal Funding
$653MKey Investors
Greystone
2025-09-11Post Ipo Debt· $350M
2024-12-02Post Ipo Debt· $303M
2002-10-17IPO
Leadership Team
Neal Holland
Chief Financial Officer
D
Daniel Gioia
Sr. Managing Director
Recent News
Hartford Business Journal
2025-11-06
How to prevent transformation outcomes from quietly collapsing | CIO
2025-11-03
Company data provided by crunchbase