Sr. Finance Analyst/Financial Analyst

EverBank•Jacksonville, FL

About The Position

The Financial Analyst Senior reviews and analyzes the organization’s financial results. Through financial modeling, the role reviews the company’s financial status, including cash flow, accounts receivable, accounts payable, debt, equity, operating income, and working capital. Under minimal supervision, the analyst provides financial insights that senior management uses to inform business and financial decisions.

Requirements

  • At least 3 years of experience reviewing and analyzing financials.
  • Prior experience with financial reporting.
  • University degree preferred.

Nice To Haves

  • 5 or more years of experience reviewing and analyzing financials for a medium-to-large-sized bank.
  • Hands-on experience working with Power BI and Excel VBA.

Responsibilities

  • Analyze monthly financial results through financial models to identify drivers and explain key variances.
  • Liaise with internal and external auditors during annual audits.
  • Review forecasts and modeling to ensure results are timely and accurate.
  • Lead planning and re-forecasting activities and update and evolve forecast models.
  • Monitor general ledger journal entry activity during the closing process to help ensure financial statements are accurate.
  • Review ad hoc departmental reports analyzing departmental financial results versus budget and forecasts.
  • Review financial reports and management presentations that inform business and financial decisions.
  • Support junior Financial Analysts with challenges requiring more advanced knowledge and experience.
  • Prepare monthly, quarterly, and annual financial reports, ensuring accuracy and compliance with GAAP and regulatory standards.
  • Mitigate financial risks through execution of appropriate controls.
  • Ensure adherence to financial regulations, accounting standards, and audit requirements.
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