Financial Analyst I

About the role

The Financial Analyst within the Financial Institutions Group assists with analyzing financial status by collecting, monitoring, and studying data, and recommending actions.

Responsibilities

• Analyzes financial performance against key business metrics and documents pertinent financial highlights to enable management to determine progress against budgets.
• Improves financial and operational results by analyzing results and variances, identifying trends, and recommending actions.
• Works with Senior Management and operational business partners to provide operational analysis and reporting and to drive improvements in operating expense efficiency and forecasting.
• Researches and prepares variance analysis and explanations on an ad hoc basis to support Senior Management and business decisions.
• Leads the quarterly/annual operations budgeting and planning process, as well as long range strategic planning.
• Constructs and enhances processes responsible for tracking and recording capitalized labor relating to software development depreciation.
• Prepares monthly/quarterly budget versus actual variance analysis for Senior Management.
• Identifies areas of improvement in processes and tools, makes recommendations, and drives operational implementation with Senior Management.
• Aids Senior Management in long-range strategic planning, including cost benefit analysis and offshore operational footprints.
• Performs all other duties as assigned.

Requirements

• Bachelor's Degree in Finance, Accounting, Economics, or related field from an accredited four-year college or university required.
• Minimum of two (2) years in a corporate reporting/corporate financial management role involved in financial planning, budgeting, forecasting, or related experience within the financial services industry.
• Experience working with a variety of information systems and data files, including large and complex files: analyzing file structure, using and creating file layouts, transforming raw data into finished products.
• Excellent financial modeling and analysis skills.
• Demonstrated proficiency in forecasting and an understanding of financial and operational impacts from forecasting activities.
• Strong understanding of financial statements and accounting.
• Ability to translate financial analysis into indicators for operational change and improvement.
• Advanced technology skills required for analysis and reporting of data.
• Strong interpersonal skills, verbal and written communication skills, research capabilities, and follow-up skills.
• Strong decision-making, detail-oriented, and problem resolution skills.
• Excellent communication skills, both written and verbal.
• Able to effectively manage multiple assignments, projects, and priorities.
• Able to sit for long periods of time analyzing, comparing, and validating data.

Qualifications

• Must be a serious candidate.

Skills

• Financial modeling and analysis skills.
• Forecasting and understanding financial and operational impacts.
• Understanding of financial statements and accounting.
• Ability to translate financial analysis into operational change.
• Advanced technology skills for data analysis and reporting.
• Interpersonal and communication skills.
• Decision-making, detail-oriented, and problem-solving abilities.
• Time management and multitasking skills.

Benefits

• Competitive overall compensation package.
• Work/Life balance.
• Employee engagement activities and recognition awards.
• Years of Service awards.
• Career enhancement and growth opportunities.
• Leducation and career certifications.
• Variety of healthcare coverage options.
• Traditional and Roth 401(k) retirement plans.
• Lucrative Wellness Program.

Pay

Competitive overall compensation package.

Schedule

N/A

Additional Information

SWBC is a Substance-Free Workplace and requires pre-employment drug testing. Please note, SWBC does not hire tobacco users as allowed by law.