Financial Analytics & B.I. Analyst

About the role

This position requires a financial background (combination of education and experience) and a strong skillset in business intelligence tools and platforms. The position is part of the Finance Department’s Financial Planning & Analysis (FP&A) team at Citizens Business Bank.

Responsibilities

• Complies with, and stays abreast of, all policies and procedures, federal and state laws applicable to the job.
• Responsible for month-end close procedures to support the FP&A team, including (i) loading month-end data from general ledger to FP&A software application, (ii) loading data from other external sources to support revenue shadow calculations, (iii) administering internal expense (overhead) allocation rules in the FP&A software application, (iv) performing all related reconciliation and validation steps.
• Designs and maintains financial algorithms to administer revenue shadow, expense allocation, balance sheet consolidation, etc. under the supervision of the FP&A Manager.
• Maintains FP&A database hierarchies and definitions to facilitate FP&A reporting needs and in alignment with accounting guidance and pronouncements.
• Identifies areas for improvement in business processes and develops strategies to enhance efficiency.
• Performs variance analyses and ad-hoc financial analyses to provide actionable insights to specific business questions.
• Collaborates with the FP&A Manager to produce financial forecasts.
• At the direction of the FP&A Manager, designs, builds and maintains financial reports on the FP&A software platform and Power BI, such as summary financials (income statement and balance sheet), trending analysis, KPIs and gearing ratios, contribution analysis, etc.
• Creates and maintains detailed documentation of business requirements, processes, and recommendations.
• Contributes to data management and governance initiatives, such as proactively monitoring data quality using tools like Ataccama.
• Collaborates with Data Warehouse on projects that enhance the business intelligence capabilities of the FP&A team, such as automating data feeds.
• Collaborates with 3rd party software vendor and internal CBB IT team to support resolution of bug fixes, optimize database performance issues and implement system enhancements.
• Provide, present, and promote the Citizens Experience to all external and internal customers.

Qualifications

• Bachelor’s Degree in Finance, Economics, Statistics, Computer Science, Information Systems, or another related field of study is required.
• 2 or more years of experience in a data science, data management, or analytics-related role or advanced degree.