Senior Finance Analyst - Middle Market

About This Role

This position drives the financial performance and strategic market expansion of the Commercial Bank by partnering with senior leadership, performing financial analysis, and owning forecasting processes.

Responsibilities

• Provide monthly/quarterly reporting analyzing financial results and performance to targets and progress to strategic initiatives
• Own the short and long term forecasting process
• Develop or enhance existing driver based forecast models for the Commercial Bank loan portfolio and associated fees
• Develop full funnel reporting for new markets performance and profitability
• Perform ad hoc analyses on market performance including post-mortem analyses
• Present to senior leadership on a quarterly or monthly basis with a focus on translating business driver trends to forward looking risks and opportunities
• Complete required external and regulatory reports as needed
• Provide research on miscellaneous items and complete ad hoc analysis as necessary
• Develop strong working relationships with business unit leadership, peers, and partners

Requirements

• 4+ years of diverse analytical experience in Finance
• Organized self-starter with the ability to think and work independently and creatively
• Strong financial and/or accounting acumen
• Excellent interpersonal skills with the ability to establish solid working relationships with multiple teams and individuals with varying levels of expertise
• Proven team player
• Detail oriented with the ability to thoroughly analyze and resolve issues with limited direction
• Proficient in Microsoft Office Suite (Excel, Access and PowerPoint)
• Ability to manage time and prioritize multiple tasks effectively

Qualifications

• Bachelors Degree (Finance, Accounting or related field)
• 4+ years of diverse analytical experience in Finance, preferably with exposure to banking

Nice to Have

• Exposure to banking
• Experience with data visualization applications (Tableau)
• Experience with financial management software applications (Workday Financials, Adaptive Planning, Essbase)
• Experience with SQL and Google Big Query
• Commercial Banking experience

Skills

* Required skills