Senior Financial Analyst

Medallion Bank • Salt Lake City, UT

25d • Hybrid

About The Position

At Medallion Bank we finance fun! We are an industrial loan bank that specializes in providing consumer loans for the purchase of recreational vehicles, boats, home improvement, and offering loan origination services to fintech partners. We work directly with thousands of dealers, contractors and financial service providers serving their customers throughout the United States. Medallion Bank is a small company with a big impact. We recognize our employees as our greatest asset and have a culture to prove it!

Requirements

• Excellent analytical, written, and verbal communication skills.
• Self-motivated and hard working.
• Must be able to handle multiple tasks simultaneously and operate under strict deadlines.
• Strong proficiency with Microsoft Office, advanced Excel modeling, large data sets, financial models, and risk management tools and software.
• Demonstrated knowledge in key areas of finance and accounting, including a general understanding of GAAP.
• Minimum 4-6 years of related banking, finance, accounting, treasury, credit, capital markets, portfolio analytics, or asset management work experience.

Nice To Haves

• Experience with SQL, Power BI, financial planning systems, or other data analysis tools preferred.
• Experience supporting asset disposition, loan sale analysis, or portfolio valuation strongly preferred.

Responsibilities

• Support the Bank’s asset disposition strategy and financial planning and analysis functions through loan portfolio analytics, valuation modeling, transaction support, forecasting, and management reporting.
• Serve as a key analytical resource for evaluating loan sale opportunities, disposition economics, portfolio performance, and the financial impact of asset disposition decisions.
• Support budgeting, forecasting, and broader Finance team reporting needs.
• Perform duties related to asset disposition, FP&A, investment management, liquidity/funds management, stress testing, capital adequacy analysis, and interest rate risk management.
• Support asset disposition activities, including loan sales, valuation modeling, portfolio analytics, preparation of marketing materials, and participation in discussions with prospective buyers.
• Build, maintain, and improve financial models used to evaluate asset disposition alternatives, including retained-versus-sold analysis, discounted cash flow modeling, gain/loss analysis, pricing sensitivity, and expected recovery outcomes.
• Analyze portfolio performance trends, including origination volume, balances, yields, credit performance, charge-offs, recoveries, prepayments, delinquencies, and other drivers of asset value.
• Assist with the annual budget and periodic financial forecasts by gathering necessary data inputs, running forecast models, tracking actual results versus expectations, and preparing management reports.
• Prepare reporting for management and the board of directors on the approved annual reporting schedule, and in response to emerging needs and as requested.
• Support Asset/Liability Committee (ALCO) meetings, include preparation of meeting materials and presentation packets.
• Support the public reporting process by preparing accurate reports and reviewing the draft filings as needed.
• Performs other duties as assigned.

Benefits

• medical, dental, vision, disability, and life insurance
• 401K with a company match
• PTO including 11 paid holidays, vacation time and sick time
• Financial Wellness Program
• Volunteer Opportunities
• Awesome company culture and co-workers who love to work here!
• Work Life Balance
• Company Wide Open Door Policy

What This Job Offers

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