Senior Analyst, Finance

Role Overview

• Responsible for all aspects of the business planning and financial reporting process for an assigned business unit
• Provide direct finance oversight and analysis for assigned divisional business unit managers
• Develop annual budgets, financial forecasts, monthly financial analysis and reporting, variance analysis, year-end financial reporting preparation, month-end close procedures, audit support and ad-hoc analysis requests
• Anticipate and act on what needs to be done to accomplish goals
• Develop and maintain competency within the bank’s financial systems to facilitate segment and business unit specific reporting and analysis
• Present financial results to management and be a point of contact for inquiries
• Partner with business unit leaders/managers and the finance team to prepare and analyze budgets/forecasts
• Work with Business Unit managers on analysis of business and business products
• Identify opportunities for increased efficiency/accuracy
• Takes ownership of work by becoming a subject matter expert for varied Business Unit needs through continual review of performance and forecast variance analysis
• Collaborate with teams across the organization including the finance group, accounting, accounts payable, and business unit leaders, managers, and teams
• Generate reports, interpret, analyze, and communicate monthly business unit performance for senior management
• Prepare, analyze, and support key business line initiatives
• Develop, maintain, and complete subsequent analysis of relevant metrics and benchmarking for key profitability measures of the business unit.

Requirements

• Bachelor’s Degree in Finance, Accounting, Economics, related field, or equivalent experience
• 5+ years’ experience in Finance, Accounting, Budgeting, and/or Forecasting
• Experience using data warehouses for data extraction and manipulation to analyze large datasets
• Proficiency with Microsoft Office Products (Excel, Word, PowerPoint, Outlook)
• Excellent written and oral communication skills
• Ability to collaborate with various teams, as self-directed contributor with a proven history of being detail orientated, innovative, creative, and strategic
• Demonstrate strong attention to detail while maintaining view of the bigger picture of the assigned project
• Work independently; multi-task assigned projects and daily workload while adhering to completion timelines
• Exhibit professional behavior and promote positive working relationships
• Maintain regular and predictable attendance in alignment with departmental/divisional policy.
• Understand and comply with bank policy, laws, regulations, and the bank's BSA/AML Program, as applicable to the job duties.
• Complete compliance training and adhere to internal procedures and controls, as required.
• Candidates must possess unrestricted work authorization and not require future sponsorship.

Benefits

• Medical, Dental, Vision Insurance
• 401k, With Matching Contributions
• Time Off Programs
• Health Savings Account (HSA)/Dependent Care
• Employee Banking
• Growth Opportunities
• Tuition Assistance
• Short-Term/Long-Term Disability Insurance