Financial Analyst I/II

Overview

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.

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

Requirements

• Associates are expected to perform all additional duties as assigned
• Level II Additional Responsibilities: Monitor and forecast key performance indicators (KPIs), develop dashboards, and deliver performance analyses that influence decisions within the organization
• Develop new and existing materials for senior management presentations, discussions, and reviews
• Active role in the development of the annual budget and multi-year strategy plans

Qualifications

• 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
• 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 actionable financial activities
• Demonstrate strong analytical skills with the ability to interpret data and make recommendations
• Prioritize Microsoft applications, primarily Excel, Teams, PowerPoint, Outlook, Access, SharePoint, Word, VBA and other database analysis and reporting tools
• Show strong ability to interact with professionalism and demonstrate confidence in presentations
• Show strong organizational and time management skills
• Show strong ability to develop and maintain strong relationships with key stakeholders

Level II Additional Qualifications

• Bachelor’s degree in Finance or Accounting or related field of study
• 2+ years of experience in Financial Planning and Analysis (FP&A) or corporate finance role
• Prior experience with building complex financial models
• Strong financial acumen with the ability to analyze financial data, budget, and translate into actionable financial activities
• Strong analytical skills with the ability to interpret data and make recommendations
• Strong experience with Microsoft applications, primarily Excel, Teams, PowerPoint, Outlook, Access, SharePoint, Word, VBA and other database analysis and reporting tools
• Show strong written and oral communication skills, including the ability to communicate and present findings in understandable terms for appropriate management interactions
• Show strong ability to interact with professionalism and demonstrate confidence in presentations
• Show strong ability to manage multiple projects and exercise appropriate organization and time management skills
• Show strong ability to develop and maintain strong relationships with key stakeholders
• Master’s degree in Accounting, Finance, or Business Administration preferred
• 2+ years working in the financial department at a financial institution preferred
• Show strong knowledge of OBIEE, Power BI, Cognos, or other business intelligence dashboard tools preferred

Physical Requirements/Working Conditions

Must be able to sit for long periods of time and use computer keyboard and/or mouse, while viewing computer screens.