Regional Financial Analyst

Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. You may review, modify, or update your information by visiting and logging into your account.

JOB FUNCTION / SUMMARY:

This position will serve as financial analyst for a Regional or Business leader. It is responsible for conducting complex financial analysis and modeling for the assigned area of responsibility; leading monthly meetings with area leadership to provide consultation on financial performance and budgetary trends; recommends cost savings or enhancement practices as applicable; supports other departmental and organization wide initiatives as needed.

ESSENTIAL DUTIES & RESPONSIBILITIES:

• Analyzes financial information to determine present and forecast future financial performance and articulates outcomes of analysis to Regional or Business Unit Executives as well as Chief Banking Officer/Chief Operating Officer; provides interpretation of financial trends to aid in strategic decision making.
• Leverages reporting and presentations from Finance Support to communicate analysis of results to area leadership; clearly articulates outcomes to various leadership teams.
• Partners with business leadership to assess financial implications of ongoing efforts to grow the business unit; proactively identifies and resolves financial issues.
• Performs analysis to identify business unit performance and budget trends recommends improvements accordingly; assists in the development, input, and finalization of the budget, planning and other financial requirements for area of responsibility.
• Assists in the preparation of monthly variance reports and leads monthly management reviews with P&L Stakeholders within the area of responsibility; conducts applicable research for variances.
• Evaluates complex budgets, operating records, and financial statements to indicate return on investment or project status; performs analysis to assess justification for capital expenditures.
• Makes recommendations to management regarding cost saving or profit generating opportunities and profitability improvement strategies; aids in strategic decisions for business leadership.
• Coordinates with various levels of management to gather, analyze, summarize, and prepare recommendations regarding financial plans, new business planning, trended future requirements, and operating forecasts.
• Supports business unit initiatives, projects, and ad hoc requests.
• Partners with Finance and other business units relating to financial questions and requests.
• May partner on organization wide projects and ad hoc requests from Chief Banking Officer/Chief Operating Officer that are finance related.
• May provide guidance or supervision to junior-level analysts.
• Incumbent is required to comply with all applicable federal, state, and local banking and industry related laws and regulations including but not limited to the Bank Secrecy Act.

SUPERVISORY RESPONSIBILITIES:

This job has no supervisory responsibilities.

MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:

• Bachelor's degree in Business, Finance, Accounting, or other related and applicable areas; MBA, MSF, or CPA preferred
• 7+ years of experience in financial analysis or accounting; a comparable combination of education and experience considered
• Previous related experience within a Financial Institution preferred
• Thorough knowledge of financial statements, financial analysis, and business strategies
• Applicable working knowledge of the banking industry preferred
• Knowledge of Microsoft Tools (Excel, PowerPoint, PowerPivot, Word) required
• Knowledge of Smartview/Hyperion, Finance, Database, and Reporting Tools are preferred
• Strong oral and written communication skills and time management skills required

ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:

• Ability to work under stress and meet deadlines
• Ability to travel
• Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an "undue hardship" then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.

Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.