Financial Analyst Jobs

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Financial Analyst I/II

Trustmark BankJackson, MS
Onsite

About The Position

This position is responsible for conducting in-depth financial analysis including forecasting, budgeting, data analysis, and metric development. This position may be filled as a Level I or II, with additional responsibilities and qualifications applying to Level II. Associates are expected to perform all additional duties as assigned. Management retains the right to add, delete or modify any of these responsibilities at any time during employment.

Requirements

  • Bachelor’s degree in Finance or Accounting or related field of study
  • 1+ years of experience in Financial Planning and Analysis (FP&A) or a corporate finance role -OR- Recent college graduate and selected for the Trustmark Development Associate position (Level I)
  • Demonstrate strong written and oral communication skills, including the ability to communicate and present findings in understandable terms for appropriate management interactions
  • Demonstrate strong financial acumen with the ability to analyze financial data, budget, and translate into actional financial activities
  • Demonstrate strong analytical skills with the ability to interpret data and make recommendations
  • Prior experience with Microsoft applications, primarily Excel, Teams, PowerPoint, Outlook, Access, SharePoint, Word, VBA and other database analysis and reporting tools
  • Strong Ability to interact with professionalism and demonstrate confidence in presentations
  • Ability to manage multiple projects and exercise appropriate organization and time management skills
  • Ability to develop and maintain strong relationships with key stakeholders
  • Bachelor’s degree in Finance or Accounting or related field of study (Level II)
  • 2+ years of experience in Financial Planning and Analysis (FP&A) or corporate finance role (Level II)
  • Prior experience with building complex financial models (Level II)
  • Strong financial acumen with the ability to analyze financial data, budget, and translate into actional financial activities (Level II)
  • Strong analytical skills with the ability to interpret data and make recommendations (Level II)
  • Strong experience with Microsoft applications, primarily Excel, Teams, PowerPoint, Outlook, Access, SharePoint, Word, VBA and other database analysis and reporting tools (Level II)
  • Demonstrated strong written and oral communication skills, including the ability to communicate and present findings in understandable terms for appropriate management interactions (Level II)
  • Demonstrated ability to interact with professionalism and demonstrate confidence in presentations (Level II)
  • Demonstrated ability to manage multiple projects and exercise appropriate organization and time management skills (Level II)
  • Demonstrated ability to develop and maintain strong relationships with key stakeholders (Level II)

Nice To Haves

  • Master’s degree in Accounting, Finance, or Business Administration preferred
  • Knowledge of OBIEE, Power BI, Cognos, or other business intelligence dashboard tools preferred
  • Master’s degree in Accounting, Finance, or Business Administration preferred (Level II)
  • 2+ years working in the financial department at a financial institution preferred (Level II)
  • Strong knowledge of OBIEE, Power BI, Cognos, or other business intelligence dashboard tools preferred (Level II)

Responsibilities

  • Build and manage financial models to support forecasting, budgeting, report creation to support long-term planning
  • Prepare monthly business review materials with actionable commentary
  • Automate and improve financial processes and reporting using tools such as Excel, Power BI, OBIE, or financial planning software
  • Track key performance indicators (KPIs), develop dashboards, and deliver performance analyses that influence decisions within the organization
  • Monitor and forecast key performance indicators (KPIs), develop dashboards, and deliver performance analyses that influence decisions within the organization (Level II)
  • Develop new and existing materials for senior management presentations, discussions, and reviews (Level II)
  • Active role in the development of the annual budget and multi-year strategy plans (Level II)

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