Position Purpose

This position is responsible for analyzing financial data, developing and monitoring budgets, and providing financial and strategic insights for Windsor Advantage™ (“Windsor”) amongst other areas of Capital Bank or Capital Bancorp. The role evaluates budget proposals and monitors and helps plan for future financial needs. This role partners closely with department heads, finance teams and senior leadership to provide decision support and financial analysis.

Position Responsibilities

• Partner with finance and Windsor leadership to create financial plans and forecasts
• Ownership of the financial model and financial modeling process for Windsor, as well as integrating modeling within Oracle EPM
• Create monthly Windsor Board report with financial, operational, sales, & other information as needed and other entities where applicable
• Lead monthly touchpoint meeting with Finance, Windsor leadership, and other areas of Capital Bank to discuss and review financial performance
• Complete annual plan/budget and forecast cycles in coordination with the finance team
• Assist with strategic planning process and creation of deliverables
• Complete ad hoc financial analyses
• Support strategic initiatives and cost-benefit analyses and scenario modeling
• Analyze variances between actual and forecasted results, identifying trends and opportunities

Minimum Education & Experience

• Bachelor’s degree in finance, accounting, or equivalent experience required
• A minimum of 5 years of experience in corporate finance, investment banking and/or accounting; general banking experience preferred
• Understanding of generally accepted accounting principles (GAAP)
• Experience and understanding of financial statements including income statement, balance sheet and cash flows
• Exposure to finance and accounting is necessary

Technical Knowledge and Skills

• Knowledge of the principles of providing a high level of customer service with internal customers.
• Excellent communication skills are needed in dealing with employees and management.
• Planning and decision-making skills are essential.

• Ability to manage multiple stakeholders with competing priorities.
• Ability to effectively present information one-on-one and in group situations to staff and Management.

• Must work well with deadlines and be very detail oriented.

Compensation

• Base Salary Range: $120,000 - $150,000 annually. Final determination of where you are at in the salary range is based on numerous factors such as geographical location, relevant experience, skill set, education, and ability to meet qualifications within the job description.
• Additional Compensation: This role will include a yearly annual target bonus based on individual performance.

Working Arrangements

• This is a hybrid position

Why Join Us?

• Join a growing company with a culture that fosters an entrepreneurial spirit
• Comprehensive benefits package including Medical, Dental, Vision, Company Paid Life Insurance, Disability Insurance, and more?
• Company Contributions to your 401k - Regardless of your contribution
• Employee Perks: Paid Parental Leave, Employee Recognition Program, Leadership Program, Tuition Reimbursement Program, Employee Bank Checking Account, and much more!
• Generous Paid Time Off and Paid Holidays - Including Paid Charity Hours to support volunteer opportunities