Financial Analyst - FP&A - First Command Bank

First Command Financial Services, Inc.•Fort Worth, TX

7h•Hybrid

About The Position

The Financial Analyst plays a critical role in strategic and operational decision-making for First Command Bank by delivering high-quality financial analysis, forecasts, and insights and asset-liability management (ALM) support. This role partners closely with Finance, Accounting, Treasury and business leaders to drive transparency into financial performance, optimize balance sheet and resource allocation, manage interest rate risk, and support both monthly close and long-term planning processes.

Requirements

Requires a bachelor's degree in accounting or finance & 5+ years of experience
Or requires a master’s degree in business, accounting, or finance & 2-4 years of experience
Experience with creating and overseeing financial models, reporting and dashboards
Experience with financial processes including month-end close, budgeting & forecasting, management reporting, variance analysis and cost allocations.
Experience supporting asset-liability management, interest rate risk analysis, or treasury-related financial modeling
Proven ability to analyze business financial performance and implement appropriate measures to maximize financial performance
Possess knowledge and skill to break down complex concepts into easy to understandable action items, including ALM concepts
Able to develop reporting and effectively present ad hoc and diverse information to executives
Working knowledge of general accepted accounting standard (GAAP), banking financial statements, and regulatory reporting concepts
Able to thrive in a team environment and contribute to team objectives
Excellent presentation building and delivery skills
Strong attention to detail, accuracy and organization skills
Strong work ethic and ability to think creatively
Displays sound judgment in handling confidential and sensitive information
Able to work flexible hours when needed

Nice To Haves

Accounting degree preferred

Responsibilities

Develop and maintain rolling forecasts, KPI dashboards and management reports used to evaluate bank and business line performance
Analyze financial data and maintain complex financial models to project income statement, balance sheet, and liquidity results
Ensure forecast accuracy through coordination with Accounting, Treasury, and business partners clearly documenting assumptions
Perform ad hoc projects and analysis, i.e. profitability, cost-to-serve, and balance sheet analysis, to support management decisions and enhance financial performance
Support the bank’s ALM framework, including balance sheet modeling, interest rate risk analysis, and scenario simulations
Analyze net interest income (NII), net interest margin (NIM), liquidity, and capital impacts under multiple interest rate environments
Assist with preparation of ALCO materials, dashboards, and management reporting
Partner with Treasury and Finance to support deposit pricing, loan growth strategies, and funding optimization
Any other tasks and duties as agreed with FP&A Manager
Prepare the annual plan, monthly reforecasts and long-range financial projections for First Command Bank and its business lines
Challenge business partners on revenue, expense, balance sheet, and funding assumptions when drivers indicate indicates potential risks and opportunities
Act as a valued business partner by providing informed, proactive analysis and business insights to enable effective decision-making and efficient resource utilization for First Command Bank
Leverage bank financial systems and planning tools (IBM PA/PAW, Jack Henry ProfitStars) to enhance forecasting accuracy, reporting automation, and analytical insight.
Support the creation of new financial reports such us profitability and cost to serve and others.