Financial Analyst

PATRIOT BANK, N.A. • Stamford, CT

3d • Onsite

About The Position

We are seeking motivated recent college graduates for an entry-level Financial Analyst role, perfect for those eager to launch their careers in banking. This position focuses on data analytics, strategic planning, financial planning & analysis (FP&A), and treasury operations. You will develop reports using Power BI, create presentations, and work closely with C-level executives to track performance metrics and support strategic initiatives.

Requirements

• Bachelor’s degree with strong analytical, computer, and/or finance or consulting interests and capabilities.
• Knowledge of SQL and Microsoft Power BI is preferred or demonstrated strong computer programming skills with the ability to quickly learn new systems.
• Proficiency in Microsoft Excel and PowerPoint, with a commitment to mastering advanced features and data visualization techniques.
• Analytical mindset with strong problem-solving skills and attention to detail.
• Excellent communication and teamwork skills, with an interest in working directly with senior executives.
• Clear and effective communicator
• Collaborative team player
• Detail-driven with a high level of accuracy

Nice To Haves

• Internship, coursework, or project experience in finance, data analytics, or programming is a plus but not required.
• Familiarity with machine learning, predictive modeling and big data framework a plus but not required.

Responsibilities

• Perform data analytics to generate actionable insights, including developing reports and dashboards using Power BI.
• Support strategic planning, FP&A, and treasury functions to optimize financial performance and manage risks.
• Assist in preparing management and board reports, ensuring accuracy and clarity of financial data.
• Conduct scenario analysis, profitability studies, and capital allocation modelling to guide executive decision-making.
• Create professional PowerPoint presentations to communicate strategic projects, performance metrics, and key findings to senior leadership.
• Collaborate with C-level executives on strategic initiatives, developing reporting frameworks, and tracking key performance indicators (KPIs) and key risk indicators (KRIs).
• Conduct ad-hoc financial analysis and modeling to support forecasting and decision-making.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level