Financial Analyst I (Onsite)

About the role

SWBC is seeking a talented individual to assist with analyzing financial status by collecting, monitoring, and studying data. This individual also makes recommendation actions.

Essential Duties

• Assists Financial Planning and Analysis (FP&A) Analysts and the Vice President by gathering, modeling, and presenting data from various sources for budgeting, planning, and various ad hoc requests.
• Creates financial statement reports for various internal and external customers, including quarterly total company and business unit level reports using discretion and judgment.
• Aggregates and loads budget and forecast data from the business units, as well as shared services departments.
• Aids in the planning of short and long-term business objectives, as well as tracks various key performance indicator metrics.
• Creates various ad hoc requests to investigate business challenges and/or issues.
• Performs market and industry research.
• Performs all other duties as assigned.

Qualifications

• Bachelor’s Degree in Finance, Accounting, Economics, or Business Administration with coursework in Finance, Accounting, or Economics from an accredited college or four-year university required.
• Minimum of two (2) years of experience as a financial analyst.
• Experience with Workday required.
• Required experience includes 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; and report writing software, i.e. Crystal Reporting, Microsoft Reporting Services.
• Preferred experience includes Salesforce.com and Microsoft PowerBI.
• Working knowledge of technology skills required for analysis and reporting of data.
• Working knowledge in automated sales management tools, preferably SalesForce.com.
• Familiarity of the statistics and algorithms used to predict the meaning of the data.
• Familiarity with relational databases, i.e. Access, and tools for data aggregation/analysis.
• Advanced Microsoft Office skills, including Outlook, Word, and Excel.
• Strong organizational and interpersonal skills.
• Strong decision making, detail oriented, and problem-solving skills.
• Excellent verbal and written communication.
• Highly motivated self-started.
• Able to effectively manage multiple assignments, projects, and priorities.
• Able to work in a fast paced collaborative environment and build strong working relationships.
• Able to work in a priority/deadline driven environment.
• Able to use basic office equipment, including copy machine, personal computer, and fax.
• Able to type 40 WPM.
• Able to travel locally or nationally by car or plane.
• Able to sit for long periods of time performing sedentary activities.
• Able to stand, stoop, and kneel to file for long periods of time.
• Able to push, pull, and lift up to 20 lbs. of files, supplies, documents, or other related items.

Benefits

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