Sunwest Bank
Financial Planning & Analysis Supervisor
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Job Description
About the Role
The Senior Financial Planning & Analysis Supervisor is an integral member of the Accounting and Finance team and is responsible for leading financial analysis and reporting related to loan and deposit portfolios. This role provides advanced analytics and reporting to Senior Management while supervising and reviewing the work of FP&A staff to ensure accuracy, timeliness, and regulatory compliance. The position requires strong loan accounting expertise, advanced Excel skills, and demonstrated leadership capability within a banking environment. Work Details
Schedule: Monday – Friday
Work Location: Onsite Hybrid Remote
Travel: None What You’ll Do: * Supervise, review, and provide guidance to FP&A analysts responsible for loan and deposit reporting. * Prepare and oversee Deposit Change, Deposit Trend, and Deposit Ranking reports for Senior Management. * Prepare and review loan reporting, including Loan Originations, New/Paid‑Off portfolio reports, and production reporting. * Partner with the CFO, CCO, and management team to develop historical and forward‑looking loan analytics to monitor portfolio performance. * Oversee loan and deposit commission reporting for accuracy and completeness. * Prepare and review Call Report support schedules related to Loans, Allowance for Loan Losses * Prepare and oversee quarterly ALLL analysis support schedules. * Provide oversight and support for troubled debt restructuring (TDR) analysis and reporting. * Perform and review OREO accounting and reporting. * Prepare and review quarterly Regulation F reporting. * Oversee preparation of daily Loan Product Reports and supporting schedules. * Provide supervisory oversight for Banktel (A/P System) administrative support. * Deliver ad‑hoc financial analysis and reporting as requested by management. * Coach, train, and support team members to ensure consistent quality, regulatory compliance, and professional development.
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