Pitney Bowes · 1 day ago
FP&A Director
Salt Lake City, UT
Full-time
Hybrid
Senior Level, Lead/Staff
10+ years expPitney Bowes is a high-growth financial services organization looking for a Director of FP&A to shape its financial strategy. This role involves driving financial planning, forecasting, and performance analytics to support executive decision-making across complex areas.
AnalyticsCRMDocument ManagementE-CommerceFinancial ServicesHardwareInformation TechnologyPredictive AnalyticsShippingSoftware
No H1B
Responsibilities
Lead and elevate the FP&A function, driving financial excellence, forecasting accuracy, and analytical depth to support strategic decision-making
Serve as a trusted thought partner to the CFO, shaping long-term financial strategies, capital planning, and risk management approaches that reflects a deep understanding of macro-economic, regulatory, financial services cross-currents
Partner with senior leadership across business units, ensuring alignment between financial goals and corporate strategy
Develop and deliver high-impact presentations for executive committees (Pricing, ALCO, Bank Loan) and the Bank Board of Directors and provide recommendations on strategic decision-making and scenario design
Define and implement robust financial frameworks and KPIs to measure performance and enhance financial visibility across the organization
Spearhead financial initiatives that drive outcomes for the entire business, including pricing strategies that align with market-benchmarks and regulatory frameworks, liability management that enhances the value of the bank, and originations strategy for a variety of complex financial products that are new to Pitney Bowes
Partner with the Pitney Bowes Bank CEO and CFO to develop core strategic goals for products, liabilities, and investments and translate into financial modeling and KPI monitoring
Architect and manage the financial forecasting, budgeting, and strategic planning processes, ensuring accuracy, timeliness, and alignment with corporate objectives
Own the production, validation, and presentation of financial models, scenario analyses, and performance reports that align with strategic objectives and reflect robust understanding of macro-economic dynamics and commercial lending trends for leadership
Drive continuous enhancement of FP&A processes and technology, leveraging automation, advanced analytics, and industry best practices
Lead complex financial analyses to uncover growth opportunities, profitability drivers, and operational efficiencies
Oversee the strategic enhancement and optimization of the PB Bank Balance Sheet, including asset portfolio composition, deposit strategy, and capital investments
Partner with the CFO and Treasury to optimize capital structure, cost of funds, and margin-enhancing strategies, ensuring financial stability and regulatory compliance
Play a critical role in bank capital allocation strategy, overseeing investments in infrastructure, technology, and operational capabilities
Qualification
Required
Bachelor's degree in Finance, Accounting, Economics, or a related field
10+ years of progressive experience in FP&A, corporate finance, or strategic finance roles with deep expertise in banking including: commercial lending products, balance sheet management, capital allocation, and macro-economic dynamics
Proven track record in leadership roles, driving financial performance and strategic decision-making
Experience in financial modeling, forecasting, and performance analytics, with a strong ability to translate complex data into actionable insights that drive leadership strategy
Proficiency in corporate governance, internal controls, and regulatory considerations affecting financial institutions
Exceptional communication skills, with the ability to influence senior executives, present to Boards, and drive cross-functional collaboration
Project management expertise, with a history of leading transformative initiatives and driving operational improvements
Preferred
MBA or CFA
Benefits
Comprehensive benefits globally (PB Live Well)
Company
Pitney Bowes
Pitney Bowes is a global technology company that powers physical and digital transactions that drive commerce.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$200M2025-08-05Post Ipo Debt· $200M
2013-10-04Debt Financing
1978-01-13IPO
Leadership Team
Marc Lautenbach
President & CEO
Steven Green
VP Finance & CAO
Recent News
The Philadelphia Inquirer
2025-12-06
2025-11-21
Company data provided by crunchbase