Financial Analyst

Financial Analyst

The Financial Analyst position plays a strategic role in supporting core Lines of Business and Regional leadership by delivering timely, insightful, and actionable financial analysis, reporting, and business performance insights. This role is responsible for designing and producing reports and dashboards, conducting financial modeling, and partnering with stakeholders to support planning, forecasting, and performance management. The ideal candidate is a problem solver with strong technical expertise in applications such as Excel, Essbase, Power BI, and PowerPoint.

Essential Duties and Responsibilities :

• Assists in the preparation of daily, monthly, quarterly, and annual financial reports
• Sourcing data for regular and ad hoc reporting from core systems and other bank databases
• Analyzes financial data for trends and anomalies
• Supports financial functions including budgeting, forecasting, funds transfer pricing, profitability, interest rate risk and investment management
• Assists in the maintenance and development of the systems used for various areas including reporting, forecasting, analysis, funds transfer pricing and profitability
• Conducts research and analysis to provide management with definitive financial data
• Participates in ad hoc financial projects as required

Qualifications :

Physical Demands :

While performing the duties of this job, the employee is regularly required to use hands to finger, handle or feel; reach with hands and arms; and talk or hear. The employee frequently is required to sit. This position regularly uses a computer (keyboard / mouse / screen) and telephone. The employee is occasionally required to stand; walk; climb or balance; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and / or move up to 25 pounds. Specific vision abilities required by this job include close vision, and ability to adjust focus.

Work Environment :

The duties of this job are performed in a normal office environment. The noise level in the work environment is typically low to moderate.