Lead Financial Analyst

CoBank•Greenwood Village, CO

3d•$100,000 - $123,000•Hybrid

About The Position

Responsible for providing business performance analysis, reporting, forecasting, budgeting and process improvement. Supports Lending Unit(s) regarding performance by understanding the business drivers as well as opportunities and challenges facing the group. Prepare monthly financial forecasts that are supported by detailed financial analyses and reports on the bank's actual and forecasted financial performance. Advises on financial issues. Provides analysis on actions that will assist in driving profitable growth. Contributes to the development and maintenance of the bank's 3-year strategic, business and financial plan. Key contributor in the bank's evolution to bring automation to our workflows and processes (Finance Transformation). Assist the Director of Financial Planning and Analysis as necessary by completing special projects, ad hoc analysis and supporting Business Plan activities. Works with limited guidance.

Requirements

Bachelor's Degree required
7 years of relevant experience in accounting or finance, including management accounting or treasury related experience, preferably in financial services. required

Responsibilities

Assists Director with research and analysis supporting management initiatives.
Supports the overall business planning, budgeting and forecasting processes.
Builds working relationships with business partners to understand business dynamics.
Provides management with information, proactively and as requested.
Develops and communicates various management reporting for leadership and other stakeholders.
Coordinates and completes special projects and ad hoc assignments.
Prepare and present information in an engaging and visually effective manner.
Leads the monthly forecasting and budgeting processes for assigned Lending Unit(s) and Product Groups.
Conducts monthly forecast and budget variance analyses and communicates opportunities and challenges as appropriate.
Participates in the month-end closing process and contributes understanding of business line concerns, opportunities and challenges.
Acts as liaison representing the Lending Unit(s) and the bank’s requirements.
Provides insightful analysis in support of assigned Lending Unit(s) and Product Groups.
Develops and maintains comprehensive analysis to facilitate financial and business decision-making.
Fosters innovation initiatives and helps identify other areas of application within Finance, including data collection and appropriate analytical tools.
Leads process improvement, automation, standardization, and process development.