Financial Analyst

United Fidelity Bank•Evansville, IN

6d•Onsite

About The Position

The Financial Analyst is a key member of the Strategy & Treasury team, responsible for supporting financial planning, analysis, and reporting activities across the organization. This role provides accurate and timely financial insights within established company policies and regulatory guidelines. The incumbent will partner with finance and accounting teams to maintain and enhance processes, controls, and reporting, with a focus on optimizing financial performance, including net interest margin and overall balance sheet management.

Requirements

Strong interpersonal and communication skills.
Excellent organizational and time management skills.
Proficiency in Excel.
Possess a high degree of integrity when dealing with sensitive information.
Ability to be proactive, energetic team player.
Ability to maintain thoroughness and accuracy in your work while operating under pressure and within short deadlines.
Bachelor’s degree preferred in business, finance, or accounting.
One to two years in cashflow management and forecasting is preferred.
One to two years accounting experience in financial institutions is preferred.
Experience with banking a plus.

Responsibilities

Monitor liquidity and daily cash position.
Daily cash, liquidity and capacity tracking spreadsheet.
Prepare monthly reports for Asset-Liabilities Committee.
Prepare quarterly financial board reports.
Prepare monthly property financial statements.
Administrate correspondent banking relationships and documentation.
Work with outside entities for routine filings.
Develop sound forecasting and projections for funding purposes.
Operate under and comply with the requirements and guidelines established by the regulating authority of financial institutions.
Assist with regulatory and external reporting requirements as needed.
Perform all duties in relation to the Bank Secrecy Act under the guidance of the BSA Officer.