Financial Analyst IV - Planning & Analysis

M&T Bank•Buffalo, NY

1d•$89,600 - $149,300•Onsite

About The Position

Conduct advanced financial research and analysis projects with a large amount of independence. Provide comprehensive advice/options to senior management in an expert capacity for use in setting and realizing strategic objectives. This role involves conducting independent research and complex analytical projects involving financial modeling/forecasting to provide senior management with definitive financial trend data and advice for their use in setting and realizing objectives. The analyst will design projects and may lead projects of moderate scope. Success will be ensured through shared responsibility of team workload to achieve department/project objectives (volume, quality, timeliness of end results). The role requires building and maintaining advanced forecasting models/tools, working in collaboration with business groups to provide insightful analysis, and developing clear, concise written summations of analytical work. The position displays complex judgment based on advanced analytical thought and shows accountability for accuracy and quality of work products of the team. The role requires demonstrating expert-level knowledge of finance and accounting concepts through the aggregation of financial data and an expert-level understanding of M&T's (or applicable Business Unit within) financial statements, including awareness of key drivers/trends in major Balance Sheet and Income Statement line items. The analyst must understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite, and identify risk-related issues needing escalation to management. The role also promotes an environment that supports belonging and reflects the M&T Bank brand, and maintains M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. Other related duties as assigned.

Requirements

Bachelor's degree and a minimum of 5 years’ experience OR Associate's degree and a minimum of 7 years’ experience in accounting, auditing, operations or financial institutions
Comprehensive understanding of concepts and principles in multiple disciplines including finance and accounting
Proficiency in accounting / finance analysis, modeling, querying and visualization tools

Nice To Haves

Advanced degree or professional certification (i.e. CPA, CFA, etc.)

Responsibilities

Allocates work as a team leader; trains and mentors/develops junior team members.
Possess ability to direct/persuade/influence peers and manager.
Conduct independent research and complex analytical projects involving financial modeling/forecasting to provide senior management with definitive financial trend data and advice for their use in setting and realizing objectives.
Design projects and may lead projects of moderate scope.
Ensure success through shared responsibility of team workload to achieve department/project objectives (volume, quality, timeliness of end results).
Build and maintain advanced forecasting models/tools; work in collaboration with business groups to provide insightful analysis.
Develop clear, concise written summations of analytical work.
Displays complex judgment based on advanced analytical thought.
Shows accountability for accuracy and quality of work products of the team.
Demonstrate expert-level knowledge of finance and accounting concepts through the aggregation of financial data.
Display an expert-level understanding of M&T's (or applicable Business Unit within) financial statements; including awareness of key drivers/trends in major Balance Sheet and Income Statement line items.
Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite.
Identify risk-related issues needing escalation to management.
Promote an environment that supports belonging and reflects the M&T Bank brand.
Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
Complete other related duties as assigned.