Who We Are:

Southern Bancorp is a different kind of bank. As a Community Development Financial Institution (CDFI), a special certification appointed for institutions that serve predominantly underserved communities, Southern combines traditional banking and lending services with financial development tools and public policy advocacy efforts to help families and communities grow stronger. Inspired by the principle that building net worth drives economic opportunity, our mission is to be wealth builders for everyone in the communities we serve, with a focus on low-wealth and un(der)banked populations, as well as an emphasis on Black and Brown individuals.

Job Summary

The Financial Planning & Analysis Manager is responsible for collaborating with leaders to visualize, analyze, track and report on resource allocation in and across various Southern business units, departments and enterprises using Planning, Budgeting and Analysis toolsets. This role plays a pivotal role in Southern's financial decision-making, budgeting, forecasting and strategic planning processes. The manager is expected to provide consistent, prompt and actionable insights to support Southern's resource allocation, growth and profitability. This role serves as a role model to others by demonstrating high performance standards and desirable behaviors and will take ownership of the company's mission and values while encouraging others to adopt them as well and balance deliberate decision making based on information and data with action-oriented decisiveness.

Key Responsibilities

• Develop, lead, and manage the budgeting, forecasting and financial modeling processes, including financial projections and operational forecasts, across Southern.
• Create accurate financial forecasts based on market trends, historical data, and business drivers; these forecasts will also require updating throughout the year.
• Monitor variances between actual and budgeted/forecasted financial results and provide in-depth reports on the variances.
• Conduct in-depth financial analysis to identify key performance indicators (KPI) to measure the financial performance of Southern and areas for improvement; provide regular reporting on those KPIs.
• Provide insightful financial reports to Southern senior management for strategic decision-making.
• Analyze financial data to support Southern initiatives and drive efficiency; provide in-depth reporting regularly to management.
• Implement metrics across Southern that align with overall business goals.
• Provide financial guidance and support to Southern department heads and leadership to ensure alignment with company goals.
• Responsible for reviewing, approving and posting of all Southern depreciation schedules, calculations and reports.
• Continued assessments of competencies and skill sets for self and others in the department.
• Performs other duties as assigned.

Requirements

• Bachelor's degree in business, Finance, or Accounting; MBA or CPA preferred.
• 6-8 years or greater in progressive financial planning & analysis roles in banking industry required; experience in large ($3-5B or greater) organization preferred.
• Ability to help develop and drive a shared understanding of a long-term vision for organizational success.
• Demonstrated ability to lead effectively through change and hire and develop talented people who can optimize organizational performance.
• Strong analytical and critical thinking skills
• Excellent communication and presentation abilities
• Advanced proficiency in financial modeling and analysis tools
• Strong computer skills using Microsoft Office suite and experience with financial software, technology integration and predictive modeling tools.
• Ability to appropriately prioritize goals and tasks in accordance with internal and external deadlines.
• Strong attention to detail
• Ability to manage staff when those individuals report to someone else organizationally.
• Must be a quick learner and highly adaptable to liaison with subject matter experts.
• Ability to keep executive management & project team informed of progress often and on a regular basis
  

Physical Demand & Work Environment: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

What we offer our employees:

A positive impact on Your Future:

• 401(k)/Roth plan with immediate eligibility and employer match up to 6%
• Employee stock ownership plan
• Discounted rate on primary home mortgage
• Credit and housing counseling as well as free financial education tools available to customers and employees.

Benefits to improve your health:

• No deductible medical insurance plan
• Dental and vision insurance
• Employer paid life and long-term disability insurance.
• Flexible Spending Accounts

The opportunity to nurture your well-being:

• Paid holidays and paid time off
• Bonus plan
• Opportunity for merit raises.
• Employee reward and recognition programs
• Community service opportunities

Southern Bancorp is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, sexual orientation, gender identity, gender expression, status as a protected veteran, among other things, or status as a qualified individual with disability. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

As a Community Development Financial Institution, Southern Bancorp desires its workforce to reflect the diversity of the customers and communities that we serve. Racial and ethnic minorities, people from working class backgrounds, women and LGBTQ people are often underrepresented in many financial service industry professions. Therefore, we strongly encourage applications from people with these identities or who are members of other marginalized communities.