Financial Planning and Reporting Analyst

American Riviera Bank•Montecito, CA

10d•$28 - $42•Onsite

About The Position

The Financial Planning and Reporting Analyst position is responsible for the financial reporting of the Company, to include production of internal and external financial reports for regulatory, board and shareholder benefit, maintenance of an adequate system of financial reporting records, and a comprehensive set of controls and budgets designed to mitigate risk and enhance the accuracy of the bank's reported financial results. The position of Financial Planning and Reporting Analyst is responsible for performing routine and intermediate duties related to planning and financial reporting for the Finance Department. Supports Controller and CFO in all financial functions with emphasis on planning, financial reporting, and taxes.

Requirements

Bachelor’s degree in Accounting, Finance or Business preferred
Intermediate level of work experience, knowledge and training in finance activities and terminology. (BA or BS) in accounting and 3 to 5 years related experience and/or training in one or more of the following fields: accounting, financial statement preparation/analysis.
Intermediate knowledge of related state and federal banking compliance regulations, and other Bank policies as applicable.
Ability to read, analyze and interpret reports, documents, technical procedures, and a variety of instructions furnished in written, oral, diagram or schedule form.
Must be highly competent with advanced skills in computer operation; Microsoft suite of applications, including, word processing, spreadsheet, specialty programs, and financial software programs.
Intermediate to advanced typing skills to meet production needs of the position.
Intermediate math skills; calculate interest, proportions, and percentages; balance accounts; add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs.
Attention to detail, ensures accuracy in every transaction performed with minimal to no errors, follows through on any corrections.
High-level problem-solving skills, organizational and time management skills and ability to work independently under general supervision.
Ability to multi-task and work on multiple requests at the same time while effectively managing work schedule and workflow in order to complete work according to established or identified deadlines.
Exceptional verbal, written and interpersonal communication skills with the ability to communicate thoughts clearly and apply common sense to carry out instructions, write reports and correspondence, speak clearly and professionally to customers and employees. Must be able to communicate throughout the organization and to all levels of staff as well as external contacts.
Ability to deal with problems involving multiple facets and variables in non-standardized situations.

Responsibilities

Processes and maintains annual budget and reforecasting projections; including collaborations with department managers and executives for strategic campaigns
Prepares the monthly financials, board presentations, and quarterly press releases
Loads monthly data and reconciles balances for financial planning and reporting software
Assists with actual-to-budget variance analyses
Assists with preparation of annual report and proxy statement
Assist with preparation of financial regulatory reports including FFIEC quarterly call report, FRY9SP, FRY6, FRY10 and Summary of Deposits
Conducts tax projections, monthly provision, deferred tax asset calculation, and assists with tax related accruals and payments
Works with outside tax preparers to gather documentation for estimated tax payments and annual tax returns and ensure accuracy
Assist with daily, monthly, and quarterly account reconciliation reviews
Assists in gathering annual audit related documents
Supports treasury functions; including cash management, investment activity, and liquidity projections
Provides full support to Finance Team
Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions.
Completes administrative tasks correctly and on time; supports the Bank’s goals and values; benefits the Bank through outside activities.
Comply with all applicable OSHA safety standards, including: Read the workplace safety and health poster at the jobsite. Report hazardous conditions to your supervisor and/or HR. Report any job-related injury or illness to your supervisor and/or HR, and seek treatment promptly.
Complies with all bank policies and procedures and all applicable government regulations including, but not limited to BSA, AML, and OFAC regulations, staying current and knowledgeable of all policies, procedures and regulations related to the job functions and completing all assigned training on time, requesting additional training as needed to be proficient in all job responsibilities; cooperating with internal and external auditors and bank examiners by providing full cooperation and timely delivery of requested documentation and information; and reporting concerns about compliance to the Compliance Officer to enable prompt remediation.
Complies with Bank policies and procedures relating to the Bank Secrecy Act (BSA), and Anti Money Laundering (AML) and Office of Foreign Asset Control (OFAC) guidance. Report suspicious activity to the BSA Department through a Suspicious Incident Report (SIR).
Adheres to privacy and information security policies and ensure all sensitive internal and external customer information is properly secured and safeguarded. Use secure methods delivering client and/or confidential data by email.
Demonstrates knowledge of and adherence to Equal Employment Opportunity (EEO) policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; and maintains a diverse workforce.