Financial Analyst (On-Site)

ESSENTIAL DUTIES & RESPONSIBILITIES

• Aid in budget development and financial planning processes.
• Perform pro forma analysis for new or discontinued facilities.
• Conduct and model moderately complex financial actions and prepare strategic recommendations.
• Cook with management across divisions to gather and analyze financial data.
• Provide consultative services to managers on financial results and reporting tools.
• Develop and maintain profitability measures for portfolios and business lines.
• Review and analyze branch profitability models and management review packages.
• Lead division initiatives related to budgeting and capital project tracking.
• Maintain and support incentive plans, determine payments, and provide analysis to compensation.
• Ensure compliance with all applicable federal, state, and local banking and industry regulations, including but not limited to the Bank Secrecy Act.

MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE

• Bachelor’s degree in business, Finance, or Accounting; MBA preferred.
• 3+ years of experience in financial analysis or accounting, a comparable combination of education and experience considered.
• Previous related experience within a financial institution highly preferred.
• Thorough knowledge of financial statements, financial analysis and business strategies.
• Applicable working knowledge of the banking industry.

ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS

• Ability to travel if required to perform the essential job functions.
• Ability to work under stress and meet deadlines.
• Ability to operate related equipment to perform the essential job functions.
• Ability to read and interpret a document if required to perform the essential job functions.
• Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions.