Financial Analyst Senior

Posted Date 7 days ago (11/17/2021 4:46 PM)

Job ID 2021-3186

Category Finance

Type Full-Time

Workplace policy Hybrid

Overview

The Financial Analyst Senior Develops and maintains financial models used for budgeting, forecasting, profitability, etc.

Prepares analytical financial reports to management.

Through independent analysis of financial statements or sets of data draws conclusions and recommends strategic actions.

Independently identifies areas of further analyses.

Works on the implementation of new financial models for the bank.

Participates in meetings with management to present financial models and results.

Excellent analytical skills, independent judgment and discretion required.

Strong PC skills, particularly Excel, Word and PowerPoint.

Experience with Wolters Kluwer ERP systems (CCH Tagetik & OneSumX) desired, but not required.

• Prepares and maintains the financial models used for the annual budget, forecasting and 5-year projections; defining business assumptions, gathering input from key stakeholders, creating presentations and explaining results to Management, Head Office, Regulators, etc.
• Prepares financial presentations for diverse shareholders (Board, Management, Head Office, Regulators, etc.)
• Prepares strategic studies on profitability, fee generation, loan pricing, cost saving, new business opportunities, etc.
• Monitors variances versus budget, provides explanations and follow up on discrepancies.
• Performs data mining, querying, turning data into information, and recommending business actions, etc.
• Participates in special projects and ad-hoc requests.
• Works on implementation and management of new models for the Bank.
• Formulates independent and new reporting analysis to improve information available to Executive & LOB management.
• Learns how to use department tools and participates in the implementation of them (Tagetik, OneSumX, Prologue, Qlik, etc.).

Qualifications

• 5-7 years in Financial Planning, Analysis and Modeling with sound knowledge of financial statements, banking operations, methods and accounting practices.
• Experience working on financial institutions, preferably Banks.
• Good oral and written communication skills.
• Excellent analytical skills, independent judgment and discretion required.
• Expert in Excel (pivot tables, Vlookup, ifs & sumifs), Word and PowerPoint.
• Experience with BI tools (Qlik, Power BI, Thinkcell, etc.)
• Experience with Wolters Kluwer ERP systems (CCH Tagetik & OneSumX) desired, but not required.

Education

• Bachelor’s degree in in Finance / Accounting/ Economics
• Master’s degree in Finance / Accounting/ Economics preferred

Special Instructions to Candidates

• Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
• Please view Equal Employment Opportunity Posters provided by OFCCPhere .
• The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

  However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information.

  41 CFR 60-1.35(c)

• Reasonable accommodation may be made to assist individuals with disabilities to complete the online application process.

  Please contact our Human Resources Department at 305-577-7680 or by e-mail at employment@citynational.com .

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