Financial Planning & Analysis Supervisor

Sunwest Bank

Meridian, Idaho

JOB DETAILS
SKILLS
Accounting, Accounting Standards and Regulations, Accounts Payable, Ad Hoc Financial Modeling, Administrative Skills, Analysis Skills, Banking Services, Coaching, Communication Skills, Detail Oriented, Establish Priorities, Finance, Financial Accounting, Financial Analysis, Financial Planning and Analysis (FP&A), Financial Reporting, Leadership, Loan Accounting, Loan Origination, Loan Portfolio, Loan Review, Loans, Microsoft Excel, People Management, Performance Analysis, Pivot Tables, Portfolio Analysis, Problem Solving Skills, Product Support, Regulations, Regulatory Compliance, Regulatory Reports, Strategic Analysis, Team Player, Time Management, Trend Analysis
LOCATION
Meridian, Idaho
POSTED
9 days ago
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.

What We’re Looking For
Required:
  • Bachelor’s degree in Finance, Business, or a related field. 
  • Advanced expertise in Microsoft Excel, including tables, pivot tables, and complex calculations. 
  • Strong working knowledge of loan accounting and bank financial reporting.
  • Knowledge of Accounting Standards Codification (ASC) or Financial Accounting Standards (FAS).
  • Demonstrated ability to lead, review, and prioritize work in a deadline‑driven environment.
  • Strong analytical, problem‑solving, and decision‑making skills. 
  • High attention to detail and strong communication skills. 
 
Nice to Have:
  • Prior supervisory or lead experience within an FP&A or accounting function.
  • Banking or financial institution experience. 
  • Experience with regulatory reporting and examinations. 

Why You’ll Love Working Here:
• Team Culture: Collaborative, professional environment with close interaction with executive leadership
• Growth Opportunities: Leadership exposure, regulatory involvement, and strategic financial analytics
• Benefits or Perks: Competitive compensation and benefits offered by Sunwest Bank
 

About the Company

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Sunwest Bank

Sunwest Bank has been consistently named one of the top performing banks in the United States by American Banker and SNL Financial. Sunwest’s primary focus is commercial business and real estate banking. Through 12 targeted locations across the Western United States, Sunwest offers a full suite of private and commercial banking services to its clients.

Since 2009, Sunwest has completed five failed bank acquisitions beginning with the acquisitions of MetroPacific Bank of Irvine. Later that year, Sunwest expanded the franchise south to San Diego with the acquisition of Pacific Coast National Bank. Its expansion continued beyond the California border with the acquisition of First State Bank of Flagstaff from the FDIC, adding a presence in Northern Arizona. In 2013, the Bank expanded into the Northwest by acquiring the Washington-based Westside Community Bank which added two locations outside of Tacoma. Sunwest then broadened its Northwest presence to Boise through acquiring the failed Syringa Bank from the FDIC, adding nearly $140 million in assets and a network of five Idaho branches. In the latter half of last year, the Bank broadened its footprint further by adding LPOs in both the Salt Lake City and Phoenix, Arizona markets. These three out-of-state acquisitions and two de novo LPOs have positioned Sunwest well as it embarks on its next expansionary phase.

Sunwest Bank operates with an iron clad balance sheet of $885 million in assets, $111 million in tangible capital and $4MM in reserves, making it well poised to continue its growth.

Sunwest Bank is the flagship of H Bancorp, a $1.3 billion privately-owned bank holding company with a controlling interest in Bay Bank located in the Baltimore/D.C. corridor. H Bancorp provides strategic leadership, access to capital and an opportunity to participate credits across the entire H Bancorp family.

SUNWEST BANK – AN ENTREPRENEURIAL BUSINESS BANK
Sunwest prides itself on being an entrepreneurial and innovative commercial business bank. The Bank positions itself through deep knowledge in lending niches ensuring our people are regarded as trusted advisors and not simply bankers. It is with this approach that we provide impeccable service to our clients.

COMPANY SIZE
50 to 99 employees
INDUSTRY
Banking
FOUNDED
1970
WEBSITE
https://www.sunwestbank.com/