Financial Analyst

Overview

This financial analyst position will conduct financial and regulatory reporting and data analysis across the Brokerage line of business. Accounting functions and controls will be part of this role with some month-end accounting entries, invoice processing, and internal / external audit support. Additionally, the analyst will provide the manager of Wealth Finance Operations support on small and / or moderately complex issues, accounts, and projects for assigned systems, products, or business units with a strong emphasis on the identification of improvements to current procedures to achieve financial objectives across the business. Generates data analytics, financial reports, audit documentation, or other reports as needed. Maintain robust documentation for controls across the function. Peoplesoft GL and Hyperion experience preferred.

Responsibilities

• Data Analysis - Sources, compiles, and interprets financial data. Analyzes data for accuracy and efficiencies, effectively communicates analysis output. Engages in data extraction, transformation, and loading to support various sub-systems.
• Business Support - Provides support to management, associates, and other key groups via analysis output and financial expertise. Coordinates information and process updates across systems. May prepare documentation, presentations, or other materials for business purposes.
• Reporting - Produces reports based on data analysis, company trends, and financial processes. Conveys patterns, problems, and areas of improvement. Assists with other internal reporting projects as directed.

Qualifications

Bachelor's Degree and 1 years of experience in Finance or Analytics OR High School Diploma or GED and 5 years of experience in Finance or Analytics

License or Certification Type : SIE and Series 99 (Preferred or willingness to obtain within 6 months). Maintains current knowledge of financial subjects, accounting, and industry trends, knowledge of financial forecasting, corporate finance, and information analysis. Familiarity with applicable Business Intelligence (BI) tools such as Cognos, Tableau and / or Power BI or Peoplesoft GL and Hyperion experience preferred.

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at