Financial Analyst II

TrustmarkJackson, MS
85d

About The Position

Position is responsible for conducting in-depth financial analysis including forecasting, budgeting, data analysis, and metric development.

Requirements

  • Bachelor's degree in Finance or Accounting or related field of study
  • 2+ years of experience in Financial Planning and Analysis (FP&A) or corporate finance role
  • Prior experience with building complex financial models
  • Strong financial acumen with the ability to analyze financial data, budget, and translate into actionable financial activities
  • Strong analytical skills with the ability to interpret data and make recommendations
  • Strong experience with Microsoft applications, primarily Excel, Teams, PowerPoint, Outlook, Access, SharePoint, Word, VBA and other database analysis and reporting tools
  • Demonstrated strong written and oral communication skills, including the ability to communicate and present findings in understandable terms for appropriate management interactions
  • Demonstrated ability to interact with professionalism and demonstrate confidence in presentations
  • Demonstrated ability to manage multiple projects and exercise appropriate organization and time management skills
  • Demonstrated ability to develop and maintain strong relationships with key stakeholders

Nice To Haves

  • Master's degree in Accounting, Finance, or Business Administration preferred
  • 2+ years working in the financial department at a financial institution preferred
  • Strong knowledge of OBIEE, Power BI, Cognos, or other business intelligence dashboard tools preferred

Responsibilities

  • Build and manage financial models to support forecasting, budgeting, report creation to support long-term planning
  • Prepare monthly business review materials with actionable commentary
  • Automate and improve financial processes and reporting using tools such as Excel, Power BI, OBIE, or financial planning software
  • Monitor and forecast key performance indicators (KPIs), develop dashboards, and deliver performance analyses that influence decisions within the organization
  • Develop new and existing materials for senior management presentations, discussions, and reviews
  • Active role in the development of the annual budget and multi-year strategy plans
  • Perform additional duties as assigned
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