Financial Analyst IV - Planning & Analysis

About the role

Conduct advanced financial research and analysis projects with a large amount of independence. Provide comprehensive advice/options to senior management in an expert capacity for use in setting and realizing strategic objectives.

Responsibilities

• Allocates work as a team leader; trains and mentors/develops junior team members.
• Possess ability to direct/persuade/influence peers and manager.
• Conduct independent research and complex analytical projects involving financial modeling/forecasting to provide senior management with definitive financial trend data and advice for their use in setting and realizing objectives.
• Design projects and may lead projects of moderate scope.
• Ensure success through shared responsibility of team workload to achieve department/project objectives (volume, quality, timeliness of end results).
• Build and maintain advanced forecasting models/tools; work in collaboration with business groups to provide insightful analysis.
• Develop clear, concise written summations of analytical work.
• Display complex judgment based on advanced analytical thought.
• Show accountability for accuracy and quality of work products of the team.
• Demonstrate expert-level knowledge of finance and accounting concepts through the aggregation of financial data.
• Display an expert-level understanding of M&T's (or applicable Business Unit within) financial statements; including awareness of key drivers/trends in major Balance Sheet and Income Statement line items.
• Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite. Identify risk-related issues needing escalation to management.
• Promote an environment that supports belonging and reflects the M&T Bank brand.
• Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
• Complete other related duties as assigned.

Supervisory/Managerial Responsibilities

May have indirect supervisory responsibilities.

Requirements

• Bachelor's degree and a minimum of 5 years’ experience OR Associate's degree and a minimum of 7 years’ experience in accounting, auditing, operations or financial institutions.
• Comprehensive understanding of concepts and principles in multiple disciplines including finance and accounting.
• Proficiency in accounting / finance analysis, modeling, querying and visualization tools.

Qualifications

• Advanced degree or professional certification (i.e. CPA, CFA, etc.) preferred.

Pay

The pay range for this position is $89,600.00 – $149,300.00 Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

Location

Buffalo, New York, United States of America