Senior Financial Planning and Analysis Analyst

ANALYSIS IS YOUR expertise. As a Senior Financial Analyst at Bridgewater Bank you are the organizations go-to expert. A trusted voice across the enterprise who turns complex financial data into clear actionable insight.

You sit at the intersection of accounting expertise financial planning and strategic analysis serving as the subject matter expert that finance teams and internal leadership rely on every day. Your work spans forecasting budgeting risk analysis and competitor benchmarking all with the goal of keeping Bridgewater Banks financial strategy sharp and well-informed.
Whether youre leading ALM and interest rate risk reviews developing and refining the annual forecast model or assessing the impact of regulatory and competitive changes you bring technical depth and business judgment in equal measure.

Working closely with finance teams functional department managers and executive leaders you play a key role in translating complex financial concepts into clear recommendations ensuring those at every level of the organization have what they need to make sound decisions.

Bridgewater Bank is committed to providing an inclusive respectful and accessible environment. As a wholly owned subsidiary of AMA we share a proud legacy of service and a commitment to doing the right thing for our customers our communities and each other. At Bridgewater Bank youll be part of a nimble forward-thinking organization where your ideas matter your contributions are valued and your growth is encouraged. Competitive salary and flexible benefits
Employer-paid retirement savings program
Employee-exclusive discounts on travel insurance memberships and more
Free travel medical insurance for you and your immediate family
Flexible work models that make sense for your lifestyle

Youre a skilled financial analyst with deep expertise in accounting planning and risk analysis and you know how to translate that expertise into decisions others can act on.
Youre intellectually curious and thrive when working through complex problems whether its ALM IFRS credit risk or competitive analysis.
Youre a clear confident communicator who can break down technical concepts for audiences at every level from fellow finance professionals to executive leadership.
Youre highly organized and disciplined in managing competing priorities especially during high-pressure periods like budget cycles and regulatory deadlines.
Youre a collaborative team player who leads through influence mentoring others and contributing to a culture of continuous improvement.

Serve as the enterprise-wide subject matter expert in your designated areas (which may include accounting issues risk products IFRS financial systems and more) providing advice and recommendations that are grounded in both technical knowledge and business understanding.
Research analyze and evaluate ALM credit risk and interest rate risk to assess their impact on the organization. Interpreting guidelines recommending courses of action and preparing reports and recommendations for senior management.
Analyze assess and evaluate the financial performance and products of Bridgewater Banks competitors translating findings into reporting and strategic recommendations for senior management.
Lead financial performance analysis versus budget integrating technical knowledge and business context to provide meaningful recommendations on variances and trends.
Own the monthly forecasting process and the annual budget including ongoing development and continuous improvement of the forecast model.
Coordinate and execute finance strategic and operational projects and initiatives across functional areas ensuring work is appropriately scoped resourced and delivered.
Translate changes in strategy guidelines regulatory requirements and the business environment into actionable business requirements and updates to the forecast model.
Prepare analysis reporting and recommendations that are relied on by management and the Board for key decision-making.
Mentor and develop other finance team members and internal customers in your areas of subject matter expertise supporting a culture of continuous learning.

Post-secondary degree in Accounting or Business
Professional accounting designation (CPA CA CMA or CGA)
Minimum seven years of progressive experience in a finance or accounting role with demonstrated growth in responsibility
Solid accounting and finance expertise including knowledge of IFRS tax risk disclosures and financial systems
Advanced Excel and VBA skills with the ability to build and work with complex financial models
Demonstrated strength in data gathering analysis problem solving and critical thinking with the ability to interpret complex information and provide clear recommendations
Bridgewater Bank is committed to providing an inclusive respectful and accessible environment. Senior IC