Financial Planning and Analysis Senior Analyst
About The Position
As a Financial Planning and Analysis Senior Analyst, you will take an active role in financial planning, budgeting, and strategic analysis. You will provide insights and recommendations to improve financial performance and help guide decision-making. This role involves leading the preparation of financial reports, dashboards, and presentations for senior leadership. You will develop and maintain complex financial models to support budgeting, forecasting, and strategic planning. Additionally, you will analyze business performance, key drivers, and financial trends to provide actionable insights to senior leaders, perform ad hoc financial analysis, evaluate investment opportunities, assist in capital planning/risk assessments, and support special projects as needed. You will also support departmental budgeting and expense management efforts, and collaborate with business units to improve financial processes and efficiencies.
Requirements
- 3+ years of related experience in Financial Analysis, Accounting, Finance (GL Mgmt., Public Reporting, Analysis) or similar field.
- Bachelor's degree in related field required.
- Intermediate knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.
- Intermediate knowledge of AI tools, including Copilot, Claude, Gemini, with some skills in implementing tools for automation and streamlining of processes.
- Intermediate knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
- Intermediate to advanced knowledge of Microsoft Office with advanced Excel capabilities including Pivot Tables, SUMPRODUCT, INDEX/MATCH, etc.
- Intermediate to advanced knowledge of financial planning and analysis concepts, financial reporting and disclosure concepts.
- Presentation of information and reports.
- Intermediate speaking and writing communication skills.
Nice To Haves
- Masters or MBA in related field preferred.
- Certified Public Accountant preferred.
- Chartered Financial Analysts preferred.
Responsibilities
- Lead the preparation of financial reports, dashboards, and presentations for senior leadership.
- Develop and maintain complex financial models to support budgeting, forecasting and strategic planning.
- Analyze business performance, key drivers, and financial trends to provide actionable insights to senior leaders.
- Perform ad hoc financial analysis.
- Evaluate investment opportunities.
- Assist in capital planning / risk assessments.
- Support special projects as needed.
- Support departmental budgeting and expense management efforts.
- Collaborate with business units to improve financial processes and efficiencies.
Benefits
- Competitive salaries
- An ownership stake in the company
- Medical and dental insurance
- Time off
- A great 401k matching program
- Tuition assistance program
- An employee volunteer program
- A wellness program
- Opportunity to bolster business knowledge
- Learning the ins and outs of how successful companies operate and manage their finances
- Invaluable hands-on experience to help grow your career
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What This Job Offers
Job Type
Full-time
Career Level
Senior
