USA CIB Financial Planning & Analysis, Associate

Company: Santander Holdings USA Inc
Location: New York City
Posted on: February 2, 2026

Job Description:

Job Description It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what’s possible. This is more than a strategic shift. It’s a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The CIB Financial Planning & Analysis, Associate manages one or more processes, projects, or procedures within the FP&A functionality, with a strong focus on data, automation, and analytics enablement. The incumbent will provide well-analyzed and clearly defined recommendations on process improvements, leveraging modern BI and data tools while influencing others regarding FP&A policies, practices, and procedures - Develops, improves, and independently manages several processes (reporting, projects, systems, procedures, or products) within the FP&A structure, with an emphasis on data models, dashboards, and automated reporting pipelines. - Enhances the financial understanding of business lines, products, and segments by building Power BI dashboards, analytical models, and data transformations using Power Query and SQL to support reporting, forecasting, and decision making. - Designs and maintains end-to-end reporting solutions, from raw data ingestion (SQL / servers) to semantic models and executive-level dashboards. - Influences others regarding FP&A process policies, procedures, and practices, promoting data governance, standardization, and automation best practices. - Recommends industry and peer data sources to enhance reporting with benchmarks, supporting business cases through structured datasets and reusable models. - Coaches and reviews the work of lower-level professionals, helping them adopt Power BI, Power Query, SQL and automation best practices to execute the financial management function more efficiently. - Implements scalable solutions to existing problems using Python, SQL, Power BI, dbt models, and automated data workflows. - Delivers well-analyzed financial forecasts supported by robust data models and version-controlled transformations, aligned with the business strategic direction and budget. - Exchanges facts, statuses, ideas, and issues using data-driven storytelling and visualization, enabling faster and better executive decision-making. - Acts as a subject matter expert providing functional and technical guidance on data modeling, BI architecture, and analytics platforms. - Acts as a subject matter expert while providing leadership, guidance, and mentorship to other project managers and analysts on advanced analytics and reporting solutions. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. - Bachelor's Degree or equivalent work experience: Business Administration, Accounting and/or Economics or equivalent field - Required. - Master's Degree: Business Administration, Accounting and/or Economics - Preferred. - 5 Years Financial Planning and Analysis in the Banking or Financial Services Industry - Required. - Excellent verbal and written communication skills. - Ability to convey a sense of urgency and drive issues/projects to closure. - Ability to prioritize and manage multiple projects simultaneously. - Ability to listen and interpret the requirements of internal clients, plan accordingly, and exceed expectations. - Strong financial analysis, modeling, and problem-solving. - Demonstrated financial modeling knowledge and skills with strong analytical, qualitative, and problem-solving skills. - Excellent interpersonal skills with ability to build relationships at all levels of management. - Excellent leadership skills. - Strong Proficiency in SQL, DAX, Python, PowerPoint, Excel, Power BI - Strong experience in and knowledge of financial planning and analysis. - Ability to multi-task and meet strict deadlines. - Ability to effectively communicate complex financial transactions and strategies. - Ability to effectively interact with the market, executive management and vendors. - Detail oriented with the ability to research, organize and analyze financial data. - Spanish language proficiency required Certifications: - No Certifications listed for this job. It Would Be Nice For You To Have: - Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. - Experience in Power BI and database administration (Azure, Snowflake, DB Admin). What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range: Minimum: $86,250.00 USD Maximum: $145,000.00 USD We Value Your Impact: Your contribution matters and it’s recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide (foleon.com) Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at TAOps@santander.us to discuss your needs.

Keywords: Santander Holdings USA Inc, Philadelphia , USA CIB Financial Planning & Analysis, Associate, IT / Software / Systems , New York City, Pennsylvania