Senior Finance & Planning Analyst

Who We Are: Founded in 1902, we have grown to meet the expanding financial needs of the communities we serve. Recognized both regionally and nationally for our exceptional client experience, we are an industry leader-embracing technology and continuously adding new products to best serve our clients.

Why Work at Fidelity? For over a decade, Fidelity Bank has been ranked among the area's top banks by local and national publications. We've also been recognized as one of the best places to work. A core part of our vision is to be the best bank for the community. In 2025, our bankers contributed more than 6,200 hours of volunteer service and helped donate over $1.6 million to nonprofit organizations across our markets. We're looking to hire top talent to join us in serving our community partners.

The Senior Finance & Planning Analyst plays a key role in supporting Fidelity Bank's financial planning, reporting, forecasting, and strategic decision-making processes. This position is responsible for analyzing financial performance, developing budgets and forecasts, preparing management and regulatory reporting, and providing actionable insights to senior leadership. The role also supports asset/liability management activities, financial modeling, and business case analysis while driving process improvements through the use of AI and automation tools. Working collaboratively across the organization, the Senior Finance & Planning Analyst helps ensure the accuracy, integrity, and efficiency of financial information while contributing to the Bank's overall financial strategy, regulatory compliance, and operational goals.

Key Responsibilities:

• Prepare and analyze financial reports, budgets, forecasts, and performance metrics.
• Conduct variance, trend, ratio, and financial modeling analyses to support management decision-making.
• Support regulatory, SEC, and internal financial reporting requirements.
• Develop business case, cost-benefit, scenario, and feasibility analyses.
• Assist with asset/liability management reporting and financial planning initiatives.
• Leverage AI and automation tools to improve finance processes, reporting accuracy, and operational efficiency.
• Maintain financial controls, validate data integrity, and ensure compliance with regulatory and accounting standards.
• Collaborate with business leaders, auditors, examiners, and internal stakeholders to provide financial insights and support strategic initiatives.

Fidelity Discount & Deposit Bank is an Equal Opportunity Employer. We comply with all applicable federal, state, and local EEO laws, including OFCCP guidelines.