Senior Finance Analyst – Middle Market

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Job Description:

  • Financial and strategic partner working closely with the Regional Sales Executives in the Commercial Bank:
  • Provides monthly/quarterly reporting analyzing financial results and performance to targets and progress to strategic initiatives
  • Owns the short and long term forecasting process
  • Develops or enhances 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
  • Presents 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:

  • Bachelors Degree (Finance, Accounting or related field)
  • 4+ years of diverse analytical experience in Finance, preferably with exposure to banking
  • 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, willing to assist others as needed to ensure that group deadlines are met and quality standards achieved
  • 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
  • Experience with data visualization applications (Tableau) preferred
  • Experience with financial management software applications (Workday Financials, Adaptive Planning, Essbase) preferred
  • Experience with SQL and Google Big Query preferred
  • Commercial Banking experience

Benefits:

  • Eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.
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