Financial Planning & Analysis Analyst

About the role

Primary purpose: The financial analyst will collaborate with Accounting, Treasury, and other Department officers to produce financial information and analysis regarding the financial strategic objectives of Southern Bank.

Southern Bank team members exhibit the bank’s values, remembered with the acronym FIRSTS: Family, Innovation, Rooted, Service, Trust, Strength. The bank teaches “values in action” examples: acting as a family by caring about people personally and professionally; moving with innovation by pushing for better solutions; being rooted in local communities; prioritizing service by putting others first; building trust through reliability and honesty; and being a source of strength through experience and resilience.

Responsibilities

• Assist in development and preparation of annual budgets, rolling forecasts, and long-term financial plans
• Prepare monthly financial reports including budget to actual variances and branch and producer profitability reports to ensure understanding of key drivers with business leaders
• Prepare monthly and quarterly financial analysis packages for the executive team and board of directors
• Assist in development, enhancement and maintenance of detailed financial models for loan and deposit products, including pricing, volume, and profitability analysis
• Complete regular and ad‑hoc reporting as well as the preparation of key presentations and special projects as required
• Contribute to strategic initiatives including growth and revenue initiatives, branch optimization, and cost efficiency
• Support automation and efficiency improvements in financial modeling, reporting, and analytics
• Ensure the confidentiality of customer non‑public personal information and secure information systems to comply with bank regulations

Qualifications

• Bachelor’s degree in Accounting or Finance; or three years’ related experience and/or training or equivalent combination of education and experience
• Proficiency in Microsoft Excel
• Experience working with large datasets; familiarity with SQL or other coding languages is preferred

Core Competencies

• Exhibits Southern Bank’s values, as further described through our values in action
• Continuous Learning: Actively identifying new areas for learning; regularly creating and taking advantage of learning opportunities; and using newly gained knowledge and skill on the job and learning through their application
• Information Monitoring: Setting up ongoing procedures to collect and review information needed to manage an organization or ongoing activities within it
• Initiating Action: Taking prompt action to accomplish objectives; taking action to achieve goals beyond what is required; being proactive