Senior Financial Analyst

Lone Star National Bank•McAllen, TX

5d•Onsite

About The Position

Supports the bank’s financial management with a strong focus on the budget process. This role is responsible for preparing, analyzing, and monitoring budgets, providing financial insights, and supporting strategic planning to ensure effective allocation of resources ESSENTIAL DUTIES The duties listed below may not include all responsibilities that the person in this role may be asked to perform. Incumbent may be required to perform other related duties, as assigned, including cross training across other departments, as necessary. • Lead the preparation and review bank performance and consolidated monthly reports • Manage and maintain the bank’s budget software, ensuring financial data, reporting, and support for budgeting and forecast processes. • Lead the development and maintenance of the bank’s five-year plan. • Assist Business Units in interpreting financial results • Provide high level financial modeling and scenario analysis to support strategic corporate decision making. • Reviews budget drafts with Department Managers until the budgeting process has been finalized • Prepares Summary Financial Statement for senior management • Review and analyze Branch/Region financial reports • Participates in job specific training and other various Bank training programs, as necessary • Maintains current knowledge of internal risk controls and loss prevention, including reporting of suspicious or unusual customer activity per Bank policy • Maintains current knowledge and complies with all federal and state laws and regulations and all established Bank policies and procedures, including internal audit controls related to department operations • Maintains current knowledge of all rules, regulations, and laws as they apply to BSA/OFAC/USA Patriot Act/CIP/AML

Requirements

Bachelor’s degree from an accredited college or university in Finance or a related field
A minimum of four years of working experience in finance or accounting is desired
Understanding of financial statements and experience with financial reporting
Must be analytical, PC literate and knowledgeable of spreadsheet and word processing software
Advanced knowledge of Excel required
Flexibility, professionalism, problem solving skills and the ability to make sound financial decisions
Attention to detail and a high degree of mental concentration as well as the ability to multitask
Good organizational, interpersonal and communications skills
Ability to meet deadlines, work in a fast paced environment, and perform a variety of tasks with numerous interruptions
Ability to sit in front of a computer screen for long periods of time, which may cause visual strain

Nice To Haves

Bilingual in English and Spanish is desired

Responsibilities

Lead the preparation and review bank performance and consolidated monthly reports
Manage and maintain the bank’s budget software, ensuring financial data, reporting, and support for budgeting and forecast processes.
Lead the development and maintenance of the bank’s five-year plan.
Assist Business Units in interpreting financial results
Provide high level financial modeling and scenario analysis to support strategic corporate decision making.
Reviews budget drafts with Department Managers until the budgeting process has been finalized
Prepares Summary Financial Statement for senior management
Review and analyze Branch/Region financial reports
Participates in job specific training and other various Bank training programs, as necessary
Maintains current knowledge of internal risk controls and loss prevention, including reporting of suspicious or unusual customer activity per Bank policy
Maintains current knowledge and complies with all federal and state laws and regulations and all established Bank policies and procedures, including internal audit controls related to department operations
Maintains current knowledge of all rules, regulations, and laws as they apply to BSA/OFAC/USA Patriot Act/CIP/AML