Financial Analyst - Bank

Overview

This Financial Analyst role supports management decision-making by assisting with the preparation and review of business plans and forecasts. The position provides analysis of key financial metrics—including liquidity, profitability, and net interest income—for management and the ALCO Committee. It also maintains Financial Performance systems in compliance with regulatory requirements, performing liquidity forecasting and stress testing, and providing ad hoc analysis to support informed decision-making.

Additionally, this role serves as the primary point of contact for the secondary market function.

Responsibilities

• Assist in preparation and review of business plans, forecasts, and budgets using ALM modeling and other tools.
• Provide management and ALCO Committee with review and analysis of ALM modeling and reporting, including liquidity, profitability, net economic value, and net interest income.
• Maintain and update Financial Performance systems in accordance with prescribed methods of use and regulatory requirements.
• Perform liquidity forecasting, reporting, and stress testing.
• Develop and run data and reports from multiple systems to support analysis and reporting.
• Provide ad hoc analysis as needed to ensure management has information required for decision-making.
• Serve as the primary analyst for the secondary market function, including:
  • Daily support and analysis for mortgage staff and analysts
  • Training and guidance on secondary market guidelines
  • Loan-level price adjustments
  • Pricing policies and procedures
  • Loan sales and deliveries to investors
  • Rate lock guidance
  • Loan operating system configuration

Qualifications

Required

• Bachelor’s degree in accounting or finance, or equivalent combination of experience and/or education resulting in comparable knowledge, skills, and abilities.
• Minimum of 3–5 years of experience in bank accounting or finance.
• Minimum of 3–5 years of experience in secondary market or financial analyst roles.

Preferred

• CPA or CFA attainment.

Compensation & Benefits

• Salary range (full-time): $77,478.00 - $104,823.00 per year (varies by geographic region).
• Base pay offered will be determined by factors including location, relevant experience, skills and knowledge, business needs, market demand, and other factors.

Potential benefits may include:

• Various bonuses (including annual or long-term incentives)
• Medical, dental, and vision insurance
• Health savings account; flexible spending account
• 401(k) and pension
• Life and accidental death and dismemberment insurance
• Disability insurance
• Supplemental protection insurance
• 20 days of Paid Time Off each year; Sick and Safe Time
• 10 paid company holidays
• Volunteer Time Off
• Paid parental leave
• Employee Assistance Program (EAP)
• Well-being benefits and other employee benefits

Eligibility is subject to plan/policy documents, which may change at any time.

Equal Employment Opportunity & Accommodation

The employer provides Equal Employment Opportunity without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law.

Reasonable accommodation is available for individuals with disabilities. If you need accommodation, contact Human Resources.

Remote

Remote