Sr Financial Analyst

Overview

This role is for a Senior Financial Analyst supporting monthly forecasting, reporting, annual budgeting, and quantitative business case modeling. Responsibilities include structuring and conducting analysis to deliver actionable insights, improve forecasting and budgeting accuracy, and provide quantitative decision support. Additional reporting may be used for Board of Director meetings, bank compliance reporting, and segment or exhibit information within financial statements.

Responsibilities

Forecasting

• Assist with the monthly forecasting process by consolidating inputs, tracking variances, and identifying key drivers of change and opportunities to improve accuracy and the forecasting process.

Budgeting

• Support the annual budgeting process by developing baseline growth models, driving the planning calendar, and designing/creating executive-level rollups for presentation.
• Communicate and engage cross-functionally to ensure the budget is comprehensive and tied to strategy.

Business Analysis

• Identify, structure, and perform ad-hoc analysis to provide decision support and business insights.
• Conduct analysis and modeling in support of RFPs, assessing P&L impacts and making recommendations.

Reporting

• Contribute to and own monthly business performance reporting.
• Summarize results, provide insights, and explain variances.
• Manage ongoing key metric reporting.
• Prepare or assist in obtaining critical corporate or business unit information for required financial reporting, bank compliance, or other management meetings.

Supervisory Responsibilities

• Direct Reports: None.
• Indirect Reports: No direct reports, but may delegate work to others and provide guidance, direction, and mentoring to indirect reports.

Travel and/or Driving Requirements

• Travel is an essential duty and function of this job.
• Driving is not an essential duty or function of this job.
• Travel required on an as-needed basis.

Requirements

Education

• Required: Bachelor’s Degree or equivalent experience
• Preferred: MBA with emphasis in Finance or Analytics
• Field of Study/Area of Experience: Finance, Economics, or Data Analytics

Experience

• 3–5 years of experience in public accounting and/or large company equivalent experience

Skills and Knowledge

• Advanced experience with budgeting, forecasting, financial reporting, financial modeling, trend analysis, and ad-hoc financial analysis
• Strong financial analysis skills and use of key performance metrics
• Advanced Excel skills and data analysis skills, ideally with experience or interest in automation
• Hands-on understanding of corporate or business unit financial concepts and tools, including financial ratios and key metrics
• Excellent written and verbal communication skills
• Strong organizational skills and attention to detail; ability to work in a fast-paced environment
• Ability to manage multiple duties with accuracy despite frequent interruptions and competing deadlines
• Proficiency with Microsoft Word, Excel, PowerPoint, Access, Outlook
• Experience using computerized information systems used in financial and/or accounting applications

Preferred Qualifications

• MBA with emphasis in Finance or Analytics

Compensation & Benefits

• Not specified in the provided job description.

Location

• Remote work is indicated.

Physical/Environmental Requirements

• Work is performed primarily in an office environment.
• Typically requires the ability to sit for extended periods of time (66%+ each day), hear the telephone, and enter data on a computer.
• May also require the ability to lift up to 10 pounds.