Sr. Finance Analyst/Financial Analyst

EverBank•Jacksonville, FL

About The Position

The Senior Financial Analyst reviews and analyzes the organization’s financial results and uses financial modeling to assess areas such as cash flow, accounts receivable, accounts payable, debt, equity, operating income, and working capital. Under minimal supervision, the role provides financial insights that senior management uses to inform business and financial decisions. The position also supports junior Financial Analysts with challenges requiring more advanced knowledge and experience.

Requirements

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

Nice To Haves

  • At least 5 years of experience reviewing and analyzing financials for a medium-to-large-sized bank.
  • Hands-on experience with Power BI and Excel VBA.
  • University degree preferred.

Responsibilities

  • Analyze monthly financial results using financial models to identify drivers and explain key variances.
  • Liaise with internal and external auditors during annual audits.
  • Review forecasts and financial models to help ensure timely and accurate results.
  • Lead planning and re-forecasting activities and update and evolve forecast models.
  • Monitor general ledger journal entry activity during closing to help ensure financial statements are accurate.
  • Review ad hoc departmental reports analyzing financial results against budgets and forecasts.
  • Review financial reports and management presentations that inform business and financial decisions.
  • Provide support to junior Financial Analysts on 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 appropriate controls.
  • Ensure adherence to financial regulations, accounting standards, and audit requirements.
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