Director of Financial Planning & Analysis (FP&A)

Woburn, MA
Full Time

Northern Bank is looking for a Director of Financial Planning & Analysis to join our Finance team.


The Director of FP&A will be responsible for the following:

  • Lead the budgeting, forecasting and long-term planning process developing key drivers and high-level targets and metrics.  This includes forecasted impacts on capital, liquidity, and profitability metrics.
  • Conduct financial analysis on a business unit (BU) level of results and provides support and in-depth reporting on each BU as an internal consultant.
  • Input into stress testing process developing scenarios in concert with the Treasury and Accounting functions.
  • Develop customer, product, and officer profitability metrics via performance measurement and relationship pricing models.
  • Review and direct expense & revenue allocations.
  • Develop analysis for investment, sourcing, cost reduction and revenue enhancement supporting business decisions.
  • Provide timely and accurate internal management reporting to the Bank’s lines of business as well as Senior Management.  Reporting shall be consumable and actionable in order to enhance the understanding of the company’s performance and key drivers and information for decision support.
  • Provide capital modeling and hurdle analysis. 
  • Act as central financial liaison between the executive team and operational divisions.


  • 7-10 years’ experience in a banking institution managing the FP&A process.
  • Advance degree preferable.
  • Solid computer skills, including MS Excel, Word, Outlook, etc.
  • Excellent communication and presentation skills
  • Strong analytical skills with a goal-oriented attitude

About Northern Bank & Trust Company

Northern Bank is a full-service bank dedicated to providing practical, common sense financial solutions to help our customers live their lives and grow their businesses. From deposit products to loans to payment and collections services, we work hands-on with our entrepreneurial customers, both locally and across the country, to provide the financial support they need to realize their personal and business goals. Founded in 1960, Northern Bank has assets of $2.65 billion with 13 locations serving communities throughout Middlesex County. Northern Bank is a Member of the FDIC, and an Equal Housing Lender. For more information on online banking services, please visit or follow Northern Bank on Facebook (/NorthernBankM A/), Twitter (@northernbankma), Instagram (@northernbankma) and LinkedIn (company/northern-bank-ma/).


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