Financial Analyst - Oak Creek

About the role

The Financial Analyst position supports the Bank’s financial planning and analysis function through budgeting, forecasting, reporting, profitability analysis, and strategic financial support. The Financial Analyst reports to the Vice President - Director of Financial Planning and Analysis (FP&A) and will work with various departments across the Bank to provide meaningful financial insights that support decision-making and organizational performance.

Responsibilities

• Create and maintain financial models and projections for the bank's performance, including revenue, expenses, and profitability.
• Aid in the preparation and maintenance of annual budgets, forecasts, and long-range financial plans.
• Analyze monthly financial performance and investigate variances between actual results, budgets, and forecasts.
• Prepare regular financial reports for management and stakeholders, including key performance indicators (KPIs), measurement of sales goals, and insightful commentary on a Bank-wide and per-department level.
• Analyze financial data and identify trends, variances, and opportunities for improvement, including by department, branch, product, and employee profitability.
• Prepare recurring and ad hoc financial reports, dashboards, and management presentations.
• Collaborate with the Data Analytics, Treasury Management, Accounting Teams, and other areas as needed.
• Cross-train as backup to Accounting and Corporate Treasury departments.
• Maintain internal control requirements.
• Support the review, completion, and analysis of financial activity.
• Develop and maintain an updated cost center and general ledger structure within our FIS operating and reporting system.
• Support the development and utilization of data analytics to measure bank performance and drive improvements in operations and results.
• Support accounts payable in processing vendor payments as needed.

Requirements

• Bachelor’s degree in accounting or finance, or other closely related field.
• Two or more years of professional experience in accounting, finance, or auditing preferred.
• Experience working in public accounting or with financial institutions a plus but not required.

Qualifications

• Strong analytical, organizational, and problem-solving skills.
• Superior communication and interpersonal skills.
• Proficient in Microsoft Word, Excel, PowerPoint, and Outlook.
• Advanced Microsoft Excel, Power BI, and Empyrean Software capabilities a plus.
• Experience or familiarity with data analytics software a plus.
• Experience or familiarity with FIS general ledger software, Avid Exchange, and Optima a plus.

Skills

• Strong analytical, organizational, and problem-solving skills.
• Superior communication and interpersonal skills.
• Proficient in Microsoft Word, Excel, PowerPoint, and Outlook.
• Advanced Microsoft Excel, Power BI, and Empyrean Software capabilities.
• Experience or familiarity with data analytics software.
• Experience or familiarity with FIS general ledger software, Avid Exchange, and Optima.

Benefits

• Part-Time: 401(k) with company match, up to 20 hours of paid vacation after 3 months.
• Full-Time: 401(k) with company match, medical, dental, and vision coverage, paid vacation and more!

Pay

Competitive salary based on experience and qualifications.

Schedule

No early mornings or late nights, enjoy a predictable schedule with major holidays off.