Senior Financial Analyst

About the role

The Senior Financial Analyst supports the Accounting and Finance department through the preparation, analysis, and delivery of accurate and timely financial reporting, forecasting, and business insights. Reporting to the Vice President of Finance, this role is responsible for performing critical financial analysis, developing and maintaining financial models, and preparing reports and presentations for Senior Leadership and Committees.

Responsibilities

• Prepare and distribute monthly cost center and profit center reports, providing insightful analysis of results and trends to support strategic decision-making.
• Create, maintain, and refine product profitability models. Assist in profitability analysis projects and initiatives to identify opportunities for revenue enhancement and cost optimization.
• Ensure effective balance sheet management by preparing and delivering materials for the Asset/Liability Committee (ALCO). This includes compiling asset-liability management (ALM) data, conducting preliminary report reviews, performing quarterly model back-testing, and coordinating annual scenario testing.
• Develop, maintain, and enhance financial forecasts by analyzing historical data, key performance indicators, and emerging trends. Perform data analysis to support budgeting, strategic planning, and the proactive identification of financial risks and opportunities.
• Develop and distribute semi-monthly Finance Committee reports for review, ensuring clarity, accuracy, and relevance of financial information presented to senior leadership and board committees.
• Collaborate with the Accounting team on month-end, quarter-end, and year-end close processes. Contribute to preparation of financial statements and management reports, ensuring timeliness and accuracy of financial results.
• Work closely with Business Intelligence, Operations, Collections, Lending, and other departments to ensure data quality and integrity. Implement process improvements and streamline reporting workflows, leveraging data tools to automate routine tasks and improve efficiency.
• Pull and analyze financial data on demand to answer business questions and support special projects.

Requirements

• Bachelor's degree in Accounting, Finance, or related field.
• Minimum five years of progressive experience in financial analysis, accounting, or similar roles.
• Personal computer experience to include Microsoft Office products.

Qualifications

• Passionate about analyzing complex financial data, identifying opportunities for growth and efficiency, and collaborating with leaders to support informed business decisions.
• Strong analytical and problem-solving skills.
• Excellent communication and collaboration abilities.
• Ability to manage multiple projects simultaneously and meet deadlines.

Skills

• Proficiency in financial modeling and forecasting software.
• Experience with financial reporting systems and tools.
• Strong Excel skills, including pivot tables, VLOOKUP, and advanced functions.
• Knowledge of financial regulations and compliance requirements.

Benefits

• 11 paid holidays and competitive PTO.
• 401(k) with employer match.
• Medical, dental, vision, and life insurance.
• Short-Term Disability, including maternity leave.
• Tuition reimbursement program.
• "Dress for your day" policy.
• Career advancement opportunities.
• Supportive, team-oriented culture.

Pay

Commensurate with experience.

Schedule

Full-time | Monday–Friday