Sr Financial Analyst

Overview

This Senior Financial Analyst role supports coordinating, planning, and driving monthly forecasting, reporting, annual budgeting, analysis, and business case modeling. The position structures and conducts analysis to deliver actionable insights, improve forecasting and budgeting accuracy, and provide quantitative decision support. Additional work may include reporting used for Board of Director meetings, bank compliance reporting, and segment or exhibit information within company 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 process.

Budgeting

• Assist with 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 conduct ad-hoc analysis to provide decision support and business insights.
• Perform analysis and modeling in support of RFPs, assessing P&L impacts and making recommendations.

Reporting

• Contribute to and own monthly business performance reporting, summarizing results, explaining variances, and managing 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; may delegate work to others and provide guidance, direction, and mentoring to indirect reports.

Travel and Driving Requirements

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

Requirements

Education

• Bachelor’s Degree or equivalent experience (Required)
• MBA with emphasis in Finance or Analytics (Preferred)
• 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, Knowledge, and Abilities

• Financial analysis, key performance metrics, budgeting, planning, performance improvement initiatives, and new business pro-forma modeling
• Advanced experience with budgeting, forecasting, financial reporting, financial modeling, trend analysis, and ad-hoc financial analysis
• Advanced Excel skills and data analysis skills, ideally with experience or interest in automation
• Hands-on, strong grasp of corporate or business unit financial concepts and tools, including financial ratios and key metrics
• Excellent written and verbal communication skills
• Strong organization and attention to detail; ability to work in a fast-paced environment
• Ability to complete multiple duties with accuracy despite frequent interruptions and competing deadlines
• Strong computer skills, including proficiency with Microsoft Word, Excel, PowerPoint, Access, and Outlook
• Experience using computerized information systems in financial and/or accounting applications

Environmental & Physical Requirements

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

Additional Information

• Job duties include additional responsibilities as assigned by a supervisor or other manager related to the position/department.
• This job description is intended to describe the general nature and level of work being performed and is not an exhaustive list of responsibilities, duties, and skills required.
• Reasonable accommodations will be provided for known disabilities to enable qualified applicants or employees to apply for employment, perform essential functions, and enjoy benefits and privileges as required by law.

Equal Opportunity

• The employer provides equal employment opportunities in all employment practices without regard to age, race, color, national origin, sex, sexual orientation, religion, physical or mental disability, or any other category protected by law.