FP&A Financial Advisor
Job Description
Location: On site at location listed in job posting.
Summary:
Manages the function responsible for the preparation and distribution of financial statements for the organization. Ensures that all reports and disclosures comply with applicable governmental regulations, professional standards, and organizational policies.
Essential Duties and Responsibilities:
• Serves as the Financial Planning and Analysis (FP&A) lead for balance sheet and income statement monthly and quarterly forecast in partnership with the bank finance and asset liability management teams
• Engage with the various line of businesses and support areas to implement the technology and investment board financial proforma review process
• Build reporting tools, and macro excel workbooks to enhance the financial management analytics and data tracking processes
• Manage the development and implementation of new or revised policies and procedures as required for fiscal tracking and reporting.
• Performs all other duties as assigned
Supervisory Responsibilities:
1. Directly responsible for directing, coordinating, and evaluating designated units or certain personnel in accordance with the organization's policies and applicable laws. Responsibilities may include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; providing pay change recommendations; disciplining employees; addressing complaints and resolving problems.
Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position:
1. Bachelor (4-year college) degree and 12+ years of experience or equivalent combination of education and experience
About Us
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com. Benefit Highlights Follow Us
• Medical with wellness incentives, dental, and vision
• HSA with company match
• Maternity and parental leave
• Tuition reimbursement
• Mentor program
• 401(k) with 6% match
• More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
Facebook
X formerly Twitter
LinkedIn
Instagram
YouTube
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.
Location: On site at location listed in job posting.
Summary:
Manages the function responsible for the preparation and distribution of financial statements for the organization. Ensures that all reports and disclosures comply with applicable governmental regulations, professional standards, and organizational policies.
Essential Duties and Responsibilities:
• Serves as the Financial Planning and Analysis (FP&A) lead for balance sheet and income statement monthly and quarterly forecast in partnership with the bank finance and asset liability management teams
• Engage with the various line of businesses and support areas to implement the technology and investment board financial proforma review process
• Build reporting tools, and macro excel workbooks to enhance the financial management analytics and data tracking processes
• Manage the development and implementation of new or revised policies and procedures as required for fiscal tracking and reporting.
• Performs all other duties as assigned
Supervisory Responsibilities:
1. Directly responsible for directing, coordinating, and evaluating designated units or certain personnel in accordance with the organization's policies and applicable laws. Responsibilities may include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; providing pay change recommendations; disciplining employees; addressing complaints and resolving problems.
Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position:
1. Bachelor (4-year college) degree and 12+ years of experience or equivalent combination of education and experience
About Us
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com. Benefit Highlights Follow Us
• Medical with wellness incentives, dental, and vision
• HSA with company match
• Maternity and parental leave
• Tuition reimbursement
• Mentor program
• 401(k) with 6% match
• More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
Facebook
X formerly Twitter
LinkedIn
Instagram
YouTube
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.
About First Horizon National Corporation
First Horizon is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. With $81.7 billion in assets as of December 31, 2023, we serve clients through a team of approximately ~7,300 associates and ~418 banking centers throughout the southeastern United States. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. First Horizon has been recognized as one of the nation’s best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank.
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