Senior Financial Analyst

Job Description

Job Title : Senior Financial Analyst

This position is an onsite assignment.

Summary :

The Senior Financial Analyst develops and maintains financial models, delivering actionable insights through reporting, and ensuring compliance with regulatory standards. This role collaborates with senior leadership to optimize financial performance, and mentors junior staff.

Wage Type : Salaried Exempt

Essential Duties & Responsibilities :

To perform this job successfully, an individual must be able to perform each of the essential duties satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Oversee the creation, maintenance, and optimization of complex asset-liability and financial models, ensuring accuracy, robustness, and alignment with strategic objectives.

• Conduct in-depth analysis of extensive financial data to produce high-quality, timely managerial reports for board of directors' meetings, internal / external audits, regulatory examinations, and ad hoc executive requests.
• Deliver sophisticated reporting and analysis of the Bank's performance against historical, budgeted, forecasted, and strategic planning benchmarks to guide executive decision-making and achieve financial objectives.
• Oversee the validation and verification of data integrity for internally and externally generated reports, implementing processes to enhance accuracy and reliability.
• Direct the preparation and analysis of organizational, branch, and product profitability reports, providing actionable insights to optimize financial performance and resource allocation.
• Supervise the maintenance of critical department files, including asset-liability committee records, capital, earnings, liquidity, market risk sensitivity, and investment-related documentation, ensuring compliance and accessibility.
• Ensure the accurate preparation and organization of work papers for all financial reports, maintaining audit-ready documentation and streamlined processes.
• Demonstrate advanced knowledge of policies related to strategic fiscal management, liquidity, interest rate risk, and investments, proactively advising on compliance and best practices.
• Lead the preparation and analysis of short- and long-term financial projections, incorporating changes in products, services, interest rates, and liquidity to support strategic planning.
• Proactively identify inconsistencies, trends, or opportunities through advanced analysis of financial reports, recommending strategic actions to mitigate risks or capitalize on opportunities.
• leadership and mentorship to junior financial analysts, fostering their professional development and ensuring team alignment with departmental goals.
• Carry out responsibilities with professionalism and respect for others, and in accordance with the organization's policies and applicable laws.
• Any other duties as assigned.

Organizational Structure :

Reports to : Finance Director

Supervises : None

Qualifications : Education :

Required Knowledge / Skills

Desired Experiences :

Talents :

Other :

TransPecos Banks will not accept unsolicited resumes from any source other than the candidate. We will consider any candidate for whom an Agency submits an unsolicited resume, to have been referred to us by the Agency free of any charges or fees, other than those agencies we engage on a specific search. TransPecos Banks will not pay a fee for any placement resulting from the receipt of an unsolicited resume.