SVP, Financial Planning & Reporting

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Job Description:

The Senior Vice President, Financial Planning & Reporting, is responsible for enterprise-wide financial planning, budgeting, forecasting, and reporting for the American Bankers Association (ABA), its subsidiaries, and affiliates. This role provides financial leadership, ensures transparency and accuracy in financial reporting, oversees audit and tax coordination, administers Adaptive Insights, and manages ABA’s cash flow and reserves.

The SVP serves as a trusted advisor to leadership and subsidiary governance bodies.

Key Responsibilities

Leadership & Management

• Provide leadership and oversight to two direct reports: Senior Budgeting Director and Senior Accountant.
• Oversee and manage all financial planning and reporting activities for ABA, subsidiaries, and affiliates.
• Promote and model the Association’s core values, including integrity, accountability, collaboration, inclusion, innovation, and service excellence.

Financial Planning & Budgeting

• Lead the development of ABA’s consolidated annual operating and capital budgets.
• Design and maintain defensible, equitable internal cost allocation models in accordance with GAAP.
• Consolidate and analyze budget submissions and assumptions across all divisions; evaluate trends against prior years.
• Partner with leadership to review and refine budget proposals.
• Prepare and present budget materials for review and approval by the Budget Committee and Board.
• Direct divisions to update forecasts regularly in Adaptive Insights and publish results to Workday; monitor and adjust forecasts as needed.
• Perform ad hoc financial analyses as directed by executive leadership.

Cash Flow & Reserves

• Monitor, update, and project operating cash flow and liquidity needs.
• Oversee the use of operating reserves and Board-designated funds as part of the annual budget process.
• Monitor restricted and special-purpose funds and ensure appropriate usage and reporting.

Financial Reporting

• Deliver accurate, timely, and transparent monthly financial reports to the Board, executive leadership, department leaders, and subsidiary governance bodies.
• Provide clear analysis of variances, trends, and key financial drivers.
• Serve as Treasurer for ABA subsidiaries.

Audit, Tax, and Regulatory Reporting

• Coordinate annual audits for ABA and applicable subsidiaries in collaboration with Accounting Operations.
• Oversee all tax filings, including those prepared and filed by external auditors.
• Ensure quarterly estimated taxes are calculated and paid timely.
• Maintain DC tax-exempt status for all applicable entities and manage related regulatory communications.

Systems & Financial Technology

• Recommend, optimize, and enhance the use of Workday and Adaptive Insights, including automation, reporting improvements, and process efficiencies.
• Perform other duties as needed by business needs.