Senior Financial Analyst

Job Type

Full-time

Description

Responsible with assisting the Finance and Accounting Department with various reports and analysis, especially with SEC reporting and sales incentive related reports. Provides information to management by assembling and summarizing data, preparing data reports, and lead the analysis of financial performance. Responsibilities may expand beyond those initially required.

Requirements

Essential Duties and Responsibilities :

• Support preparation of SEC reports and presentations.
• Leverage strong banking knowledge to perform financial forecasting, reporting, and track operational metrics.
• Responsible for monthly sales actuals against objectives for business lines.
• Responsible for incentive tracking, reporting, and forecast.
• Responsible for ad-hoc reporting.
• Analyze financial data and create financial models for decision support.
• Report on financial performance and prepare for regular leadership reviews.
• Analyze past results, perform variance analysis, identify trends, and make recommendations for improvements.
• Work closely with the accounting team to ensure accurate financial reporting.
• Support budget preparation, budget variances, and budget presentations.
• Evaluate financial performance by comparing and analyzing actual results with plans and forecasts.
• Provide analysis of trends and forecasts and recommend actions for optimization.
• Identify and drive process improvements, including the creation of standard and ad-hoc reports, tools, and Excel dashboards.
• Increase productivity by developing automated reporting / forecasting tools.
• Perform market research, data mining, and business intelligence.
• Performs other duties as needed.

Responsible for compliance with following regulations (if applicable) :

USCB Policies and Procedures : All officers and employees of the bank are to maintain an understanding of all USCB Policies and Procedures as outlined in the bank's shared drive. All employees are to follow said policies and procedures and report any knowledge of a variance of the same.

Qualifications and Requirements : To perform this job successfully, and 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 to enable individuals with disability to perform the essential functions. Knowledge of basic accounting concepts and a solid understanding of financial analysis terminology and best practices. Detail-Oriented and an ability to shift through large data sets to extract meaningful information. Excellent Excel skills and Microsoft applications. Knowledge of sumproduct, vlookup, pivot tables, and graph functions

Language Skills : Ability to read, analyze, and interpret common business, banking, documents. Able to respond to common inquiries or complaints from customers or members of the business community. Ability to write reports and business correspondence conform to prescribed style and format, relate well with others, and quickly create a working rapport. Have the ability to present information to management, employees, and customers.

Education and / or Experience : Bachelor's degree (B.A.) from a four-year college or university; five to seven years related experience and / or training; or equivalent combination of education and experience. Banking and SEC reporting experience preferred.

Physical Demands : The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to finger, handle, or feel objects or controls; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop, kneel, crouch, or crawl.

The employee must frequently lift and / or move up to 10 pounds. Specific vision abilities required by this job include close vision.

Work Environment : The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The work environment is a climate-controlled office setting where the noise level is usually moderate.

Work Habits : Include regular attendance, teamwork, initiative, dependability, and promptness.

Disclaimer : This job description is not employment agreement or contract. Management has the exclusive right to alter this job description at any time.

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