Financial Analyst III

About the position

The Financial Analyst III works with the Manager of Budgeting and Analysis to perform annual budgeting, monthly financial performance analysis, quarterly financial forecasting, cost/profitability studies, acquisition analysis, and special projects. This role assists in providing financial analysis and planning support to the line and staff organizations.

Responsibilities

• Responsible for the Budgeting/Forecasting Model's system maintenance and enhancement.
• Works with the Manager and/or other analysts to maintain, enhance, and produce the Funds Transfer Pricing (FTP) and Monthly Operating Performance Reporting.
• Conducts financial analysis and problem solving in the performance reporting and transfer pricing.
• Coordinates, consolidates, and analyzes the annual budget and quarterly forecast.
• Provides financial analysis and planning support to the line/staff groups.
• Assists in performing acquisition analysis.
• Works with the Manager on special projects as needed.
• Maintains a proactive commitment to established Bank programs, such as CustomerFirst, Community Reinvestment Act (CRA) and Equal Employment Opportunity.

Requirements

• Bachelor's Degree or equivalent.
• Minimum of 3 - 5 years of financial analysis experience required.
• Minimum of 3 years advanced Excel experience, including minimum of 1 year complex formula/function development, writing macros in VBA, and utilizing PivotTables and other methods to manipulate large datasets.
• Minimum of 2 years of experience working in Microsoft Office.

Nice-to-haves

• Experience with MS Access, ODBC, Report Writers, GL Systems, Query Tools (Brio, Business Objects, etc.), Data Manipulation/Compilation.
• VBA experience a plus.
• Ability to accurately, thoroughly, and efficiently handle/analyze a high data volume.
• Ability to perform financial and economic analyses at a macro and micro level.
• Ability to analyze large amounts of data from disparate sources and formulate a supportable conclusion.
• Ability to prioritize tasks and handle multiple projects at the same time, working under tight deadlines.
• Effective verbal/written communication skills to interact with all levels of Bank personnel.
• Strong analytical skills required.
• Must be able to think through complex problems and develop solutions.
• Relies on experience and judgment to plan and accomplish assigned tasks and goals.
• Must be able to work independently and in teams.

Benefits

• Comprehensive healthcare coverage, including Medical, Dental, and Vision plans, available the first of the month following start date.
• Generous 401(k) company matching contribution.
• Career Development through Tuition Reimbursement and other internal upskilling and training resources.
• Valued Time Away benefits including vacation, sick, and volunteer time.
• Specialized health and family planning benefits including fertility benefits, and cancer, diabetes, and musculoskeletal support programs.
• Career Mobility support from a dedicated recruitment team.
• Colleague Resource Groups to support networking and community engagement.