Financial Analyst

Oklahoma AgCredit•Edmond, OK

16d•Onsite

About The Position

The Financial Analyst plays a critical role in supporting strategic decision-making and financial performance management at the Association. This position is primarily responsible for Financial Planning & Analysis (FP&A) activities with additional responsibilities in treasury-related analysis and accounting/financial reporting support. The ideal candidate combines superb analytical capabilities and software proficiencies with solid knowledge of the financial services industry, accounting and financial reporting standards, and best practices in modeling.

Requirements

Bachelor’s degree in Finance or Accounting (Required)
3-5+ years of experience in FP&A, banking finance, treasury, or accounting roles, or an equivalent combination of education and experience sufficient to perform the essential functions of the job

Nice To Haves

CPA or CFA preferred but not required

Responsibilities

Leads the annual budgeting process, multi-year forecasting, and monthly forecasts
Develops and maintains financial models to support strategic initiatives, capital planning, and scenario analysis
Analyzes financial performance, including variance analysis against budget, forecast, and prior periods
Assesses models and reports for weaknesses or potential improvements and apply appropriate solutions or enhancements
Monitors key performance indicators (KPIs) and identify trends and their driving factors.
Prepares executive-level reporting packages, dashboards, and board materials
Partners with Association leaders to provide actionable insights into profitability, cost management, and growth opportunities
Fulfills other ad hoc or routine planning, analytical, and reporting requests as needed
Develops and maintains pricing and profitability models at the enterprise, business unit, and transactional level, incorporating cost of funds, credit risk, and capital allocation
Analyzes equity positioning and interest rate risk
Supports loan pricing activities
Provides analytical support for Asset-Liability Committee (ALCO) reporting and decision-making.
Assists in monthly and quarterly financial close processes, including review of financial results and explanations of variances
Supports preparation of internal financial statements and regulatory reports
Partners with Accounting to ensure consistency between management reporting and GAAP financials.
Supports implementation and documentation of accounting policies and internal controls.