Financial Analyst

First Citizens Bank (Iowa)•Mason City, IA

1d•Remote

About The Position

Upholds FCB’s mission, by analyzing financial status through the collection, monitoring, and studying of data. This position requires a thorough knowledge of standard accounting systems, generally accepted accounting principles, and financial analysis.

Requirements

Bachelor's degree in accounting or related field required.
Ability to learn new computer software programs necessary.
Demonstrated effective written and verbal communication skills required.
Knowledge of and ability to cross-sell FCB products and services to customers-such as the ability to identify customers’ needs, communicate services, explain advantages, and close sales activity.
Skill in working with the public, presenting a professional image of the bank, and servicing prospective and current customer inquiries, requests, and complaints.
Knowledge of current compliance related issues plus new and updated regulations.

Nice To Haves

CPA designation and two years accounting or banking preferred.

Responsibilities

Identifies financial status by comparing and analyzing actual results with plans and forecasts.
Gathers, prepares, and develops reports and reconciles performance measurement data for multiple categories to be distributed to all levels of management.
Substantiates financial transactions by reconciling various general ledger accounts.
Participates in the preparation of monthly, quarterly, and annual financial statement preparation for management, outside auditors, and regulators.
Processes and maintains the Concur Invoice system for paying invoices by verifying transaction information, scheduling and preparing disbursements, and obtaining authorization of payment.
Maintains a database of vendors including payment information.
Generates 1099s for vendors.
Processes and maintains the prepaid and auto entry system of accounting.
Performs back up to FCB’s daily cash position and Accounting’s daily reconciliations.
Performs special projects as assigned.
Maintains professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies.
Maintains customer confidence and protects bank operations by keeping information confidential.
Contributes to team effort by accomplishing related goals, as needed.
Participates in civic and community activities to generate visibility and contact for the bank.
Attends mandatory compliance and security sessions.
Monitors daily work for adherence to compliance and security regulations, policies/procedures, and promptly corrects any deficiencies.