Financial Analyst II

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The Position

Job TitleFinancial Analyst II

Job Description

SUMMARY

The Financial Analyst II position (Community Bank) is responsible for analyzing and reviewing complex financial projects that primarily focus on increasing bank efficiency and profitability.

• MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS)
• Develops Branch Reports
• Develops Branch Level Board Reports
• Community Bank & Bank Budget reviews
• Prepares and delivers Executive Finance Dashboard and Liquidity Management Reports.
• Performs work on assigned projects daily, primarily dealing with increasing bank profitability and efficiency.
• Reviews and analyzes financial statements and other business-related reports to provide insight to bank leadership on their performance.
• Reviews and analyzes upcoming changes in:
  • Market Trends
  • Bank regulations and policies

ADDITIONAL DUTIES AND RESPONSIBILITIES

• Performs budgeting and forecasting for bank and community branches
• Administers Precision Lender
• Performs other duties as requested by Executive Management or Supervisor. 
• Completes all required compliance exams on a yearly basis.
• Ability to adhere to all company policies, core values and procedures.
• Dresses professionally. 
• Generates solutions to problems and suggests alternative solutions when necessary.
• Performs as a contributor in Bank-wide projects.
• Displays genuine interest in learning and working in the banking profession.
• Other duties as assigned.

EMPLOYEE SPECIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions

Education and Work Experience

• Bachelor’s degree in Finance, Accounting or related field
• At least 2 years of banking industry experience

Technical/Functional Competencies

• Strong financial analytical ability
• Good interpersonal, technical, problem solving, and written communication skills
• Demonstrates dependability through good attendance and adherence to timelines and schedules
• Demonstrates initiative, judgment/discernment and self-motivation
• Highly motivated with ability to manage multiple projects simultaneously
• Able to work in a team environment
• Strong knowledge of accounting and financial statements
• Advanced proficiency with MS Excel
• Work or academic experience in the following areas:
  • Advanced Visualization Tools and Database Management
  • Maintaining a high level of data and reporting integrity.
• Understanding and use of return on investment, net present value, internal rate of return, and short and long-term CAPEX planning and cashflow

NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization.

All Locations:Durant-Corporate, Plano-Parkwood

If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at [email protected] for assistance. 

First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.