Analyst II, Finance

First National Bank

3d•$62,047 - $102,377•Hybrid

About The Position

The Analyst II, Finance is responsible for accounting, performing financial reporting, and completing analysis of assigned business units. This role will partner with business unit managers and the finance team to prepare and review operating budgets, forecasts, monthly financials, and performance analysis. This may include, but is not limited to monthly journal entries, reconciliations, income and expense analysis, loan and deposit review, business unit and regulatory reporting, and ad-hoc analysis requests. This position is part of the Business Segment Finance team. As part of the Business Segment Finance team, this position will work closely with the business line managers and be actively involved in day-to-day finance activities and other ad hoc analysis projects focused on driving profitability and focused on actioning data. The successful candidate is a self-starter who can design, plan, and execute on preparing reports ensuring accurate, timely, and actionable financial reporting.

Requirements

Bachelor’s degree, preferably in Finance, or equivalent experience
1–3 years of financial analyst experience
1–3 years budget/forecasting experience
Ability to work in large and medium sized project teams, as self-directed contributor with a proven track record of being detail orientated, innovative, creative, and strategic
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 your job duties.
Complete compliance training and adhere to internal procedures and controls, as required
Proficiency with Microsoft Office Products (Excel, Word, PowerPoint), and Adobe required
Candidates must possess unrestricted work authorization and not require future sponsorship.

Nice To Haves

Analytical experience and/or aptitude
Ability to work with large amounts of data highly desired
Interest in financial services and commercial banking
Experience with PowerBI, Business Objects, Access or other reporting tools.
Complex Excel models/calculations and Excel add-ins
Budgeting/Forecasting
Strong aptitude for accounting and financial statement analysis
Independent research and problem-solving skills
Detail oriented with good organizational skills
Strong verbal and oral communication skills
Ability to collaborate across departments

Responsibilities

Develop and maintain competency within the bank’s financial systems to facilitate segment and business unit specific reporting and analysis
Demonstrates a proven track record in retrieving data from multiple sources and able to effectively utilize/analyze this data and display it in a meaningful way to management.
Develop, prepare, and improve financial reporting to assist in the ongoing management and evaluation of the business
Ensure accurate and timely completion of monthly reporting, supporting processes and variance analysis
Perform processes and reporting that include vendor payments, T&E processing, GL account reconciliation, and journal entries
Work with business unit managers for analysis of business and business products, preparation of forecasts and budgets
Demonstrates adaptability in adjusting analysis, reporting, and forecasting to accommodate the changing business dynamics/products
Demonstrates ability to work with cross-functional teams to complete tasks and improve efficiencies
Continuously identify opportunities for increased efficiency/accuracy
Identify other areas to leverage information