Financial Analyst II

Overview

Position is responsible for conducting in-depth financial analysis including forecasting, budgeting, data analysis, and metric development.

Responsibilities

• Build and manage financial models to support forecasting, budgeting, report creation to support long-term planning
• Prepare monthly business review materials with actionable commentary
• Automate and improve financial processes and reporting using tools such as Excel, Power BI, OBIE, or financial planning software
• Monitor and forecast key performance indicators (KPIs), develop dashboards, and deliver performance analyses that influence decisions within the organization
• Develop new and existing materials for senior management presentations, discussions, and reviews
• Active role in the development of the annual budget and multi-year strategy plans
• Perform additional duties as assigned

Qualifications

• Bachelor’s degree in Finance or Accounting or related field of study
• 2+ years of experience in Financial Planning and Analysis (FP&A) or corporate finance role
• Prior experience with building complex financial models
• Strong financial acumen with the ability to analyze financial data, budget, and translate into actional financial activities
• Strong analytical skills with the ability to interpret data and make recommendations
• Strong experience with Microsoft applications, primarily Excel, Teams, PowerPoint, Outlook, Access, SharePoint, Word, VBA and other database analysis and reporting tools
• Demonstrated strong written and oral communication skills, including the ability to communicate and present findings in understandable terms for appropriate management interactions
• Demonstrated ability to interact with professionalism and demonstrate confidence in presentations
• Demonstrated ability to manage multiple projects and exercise appropriate organization and time management skills
• Demonstrated ability to develop and maintain strong relationships with key stakeholders
• Master’s degree in Accounting, Finance, or Business Administration preferred
• 2+ years working in the financial department at a financial institution preferred
• Strong knowledge of OBIEE, Power BI, Cognos, or other business intelligence dashboard tools preferred

Physical Requirements/Working Conditions: Must be able to sit for long periods of time and use computer keyboard and/or mouse, while viewing computer screens.

Note: This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment.

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