Financial Planning Associate Analyst

Fulton Financial Corporation Lancaster , PA 17622

Posted 2 months ago

Value Proposition

Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company and every success we experience begins with them. We hire team members who raise the bar, who are collaborative and inclusive, who build relationships, and who are looking for a long-term career with Fulton Bank. We strive to promote a culture of work-life balance, to unplug and recharge to be your best self, at work and at home.


The Associate Financial Planning Analyst is responsible to assist in developing and delivering prospective financial analysis models, budgets, forecasts and reporting in support of business planning and management decisions. The position will be aligned to a major business segment within Fulton Financial Corporation (Consumer, Commercial, Shared Services), and will provide recommendations under general direction of the Manager of Financial Planning and Analysis. It is expected that the Associate Analyst will rapidly assume certain duties normally reserved for Analysts and will be given some decision making authority over certain deliverables.

Flexible Hybrid Work Location - Both remote and on-site work options are required for this role based out of our Corporate Headquarters office in Lancaster, PA.


  • Assist in sourcing, compiling, analyzing and presenting financial information, developing forecasts, models and other reporting as directed, and provide recommendations for business planning

  • Assist in producing standard and ad-hoc reporting, engaging Financial Planning and segment leaders to provide interpretation, clarification and ensure accuracy, make adjustments as directed

  • Take on a leadership role in improving existing reporting

  • Participate in internal and external audits, examinations and systems initiatives



  • Bachelor Degree or the equivalent experience. Specialty: Finance, Accounting or other applicable. (Required)


  • 1 or more years Corporate Financial Planning or Accounting experience or equivalent +4 years of experience in lieu of degree (Total of 5 years experience required without a degree). (Required)
  • Strong Excel skills. This role has heavy Excel reporting responsibilities. (Required)
  • Essbase experience (Preferred)
  • Ability to work a hybrid work schedule of both remote and on-site based out of Lancaster, PA. (Required)
  • Ability to pay close attention to detail, think independently, learn reporting quickly and accurately for Executive distribution. (Required)

This role may perform other job duties as assigned by the manager. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates. This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management.

Sponsorship Statement

As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future.

EEO Statement

Fulton Bank ("Fulton") is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. Fulton will recruit, hire, train and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to race, color, religion, creed, sexual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status, or any other legally protected status.

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Financial Planning Associate Analyst

Fulton Financial Corporation