Overview
This role is for a Senior Financial Analyst within the Retail Bank Finance Team of a leading diversified financial services organization. The position focuses on shaping financial strategy and performance analysis for retail banking operations by analyzing complex financial data, developing reports, and providing strategic recommendations to support business growth and operational efficiency.
Responsibilities
- Perform comprehensive financial reporting and analysis, including budgeting, forecasting, variance analysis, and Profit & Loss (P&L) management to support strategic decision-making.
- Collaborate with system analysts to develop, maintain, and improve financial models and reporting systems that support business operations and analysis.
- Coordinate with Financial Analysts across departments to gather, verify, and synthesize data, ensuring accuracy and integrity of financial information.
- Create and deliver compelling business presentations that communicate analysis results clearly and effectively to senior leadership and stakeholders.
- Provide regular updates on project statuses and financial performance metrics to management and business clients.
- Support ad-hoc reporting and analysis requests, delivering timely and insightful financial insights to facilitate strategic initiatives.
Requirements
- Bachelor's Degree in Finance, Accounting, Economics, or a related field, or equivalent military experience.
- Minimum of two years of experience in financial analysis and financial modeling.
- Strong analytical skills and proficiency in financial reporting tools.
- Ability to communicate complex data clearly to diverse audiences.
- Experience working in a fast-paced environment and managing multiple priorities effectively.
Preferred Qualifications
- Master's Degree in Business Administration (MBA) or Finance.
- Professional certifications such as CFA or CPA.
Compensation & Benefits
The organization offers a comprehensive benefits package including health insurance plans, retirement savings options, paid time off, and wellness programs. Opportunities for professional development, continuous learning, and career advancement are provided. Performance-based incentives, including cash bonuses and long-term incentives, are available to eligible employees.
Equal Opportunity
The employer is committed to fostering an inclusive environment and does not discriminate based on race, color, religion, sex, national origin, age, disability, veteran status, or any other legally protected status. The workplace is free from discrimination and harassment and complies with all applicable federal, state, and local laws. The organization promotes a drug-free workplace and considers qualified applicants with criminal histories in accordance with relevant laws and regulations.
Location
Not specified.