Senior Finance Business Partner

Where you will work: This position offers a hybrid work option up to 50% and is open to any Compeer office location in Illinois, Minnesota and Wisconsin.

The contributions you will make: This position works in coordination with the Enterprise Financial Management Team and business unit senior leadership to complete the annual budget, operating reviews, management reporting, profitability analysis, decision support and financial analysis for assigned business units. Provides strategic support to senior leaders to assist with key business decisions. Monitors progress against functional and business unit objectives, and makes recommendations for line of business financial success. Provides guidance and ongoing monitoring of budgeting, forecasting and reporting processes. Utilizes data from internal systems and external sources to consolidate, analyze and interpret various financial results. The incumbent provides guidance on design and enhancements of reports and analysis. Acts as a resource for analyzing and interpreting various budget, financial, and performance data. Participates in the ongoing design of processes to provide exceptional service, as well as accurate and timely financial information.

A typical day: 

Financial Planning

• Develops and implements the annual operational budget, strategic budget and forecasts in coordination with business units.
• Responds to requests for budget information and analysis.
• Reviews business unit’s strategic priorities and business plan for alignment with budget assumptions.
• Partners with business unit leadership to complete Financial Business Case and ROI analysis on potential business investments, new partnerships, and/or products.
• Provides ad-hoc financial planning and analysis as requested from business unit leadership.

Financial Analysis 

• Gathers and develops financial modeling assumptions.
• Conducts financial analysis and financial modeling in support of operational and strategic plans across assigned business units.
• Analyzes and models team scorecard metrics and incentive plan reports; partners with Human Resources, Business Unit leadership and Reporting Specialists to understand financial impact of potential incentive plan changes.
• Assesses risks and opportunities and identifies key operational and financial issues to be addressed. Provides recommendations and influences business decisions, which may include presentations to senior management.

Management Reporting Analysis

• Guides functional business partners to ensure sound financial decisions. Responsible for applicable financial metrics that impact Profit & Loss, Balance Sheet, and Cash Flow performance.
• Accurately analyzes and explains key cost drivers and monthly variances, suggests actions to the business, and manages the regular reporting process.
• Provides insight on business development, spreads, non-interest income and operating expense variances to business partners.
• Drives continuous improvement by providing recommendations to automate, refine, and implement processes, tools, and deliverables both within Finance and supporting business functions.

Profitability Analysis

• Communicates profitability results for assigned business units and other stakeholders.
• Prepares and leads Operating Review with assigned business units (profitability results, summary of operations and scorecard metrics).
• Analyzes profitability results for assigned business units, provides insight into key drivers and recommendations for profitability enhancements.

The skills and experience we prefer you have: 

• Bachelor’s degree in business administration, finance, accounting or related field or an equivalent combination of education and experience sufficient to perform the essential functions of the job. Master’s degree preferred.
• Advanced-level experience in financial planning and analysis.
• Farm Credit or financial services experience preferred.
• Certified Management Accountant (CMA) preferred.
• Advanced knowledge of accounting, finance principles, and technology-related applications, which may include general ledger software, MS Access, Excel, OneStream and Axiom.
• Advanced working knowledge accounting principles and financial statements.
• Listening, written and verbal communication skills, with ability to communicate at all levels of the organization.
• Proven presentation skills for one-on-one and/or group presentations and the ability to translate highly technical information into non-technical terms.
• Advanced interpersonal, collaboration, communication, problem solving, decision making, analytical, project management, organizational and time management skills.
• Ability to influence and negotiate.
• Flexible and adaptable to changing situations. Can effectively deal with ambiguity, cope with change, shift gears comfortably, and make decisions without have having 100% of the data.
• Problem solving skills and attention to detail.
• Ability to remain objective in balancing business needs and risk.
• Ability to work independently and collaboratively with other teams to achieve goals and represent the business.
• High degree of confidentiality.

How we will take care of you:

Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits.