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Financial Analyst


  • Provides comprehensive and complex financial analyses, with an emphasis on reporting and forecasting.
  • Prepares and supervises the preparation of complex analytical and financial reports.
  • Conducts and directs highly technical accounting-based research and analysis projects.
  • Conducts/compiles and analyzes financial info or studies such as acquisition analysis, detailed financial plans, interest rate analysis, operating forecasts, peer group comparisons, or integrated revenue/expense analyses, projections, reports, or presentations.
  • Creates and analyzes monthly, quarterly and annual reports and ensures financial information has been recorded accurately
  • Provides analysis and interpretation of results..
  • Identifies trends and developments in competitive environments and presents findings to senior management.
  • Requires deep understanding of business lines supported to properly align financial models and to assess the impacts to operational goals and strategic plans.
  • Manages the accounting/finance data through ad-hoc and management reporting.
  • May be responsible for process improvement/automation pertaining to reporting.


  • Requires a bachelor’s degree and 4 or more years of experience in the field or in a related area.
  • Has knowledge of commonly-used concepts, practices, and procedures within a particular field.
  • Must have banking experience
  • Advanced tech skills in MS Excel
  • Experience in building budgets and running forecasting processes
  • Strong critical thinking
  • No one with back office/posting journal entries – more strategic
  • Looking for a mid-level candidate, someone with experience but is adaptable to an ever-changing environment
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