FP&A Financial Analyst

First Merchants Bank - Daleville, IN

Full-time - Mid Level

Daleville, IN

Credit Intermediation and Related Activities

About the position

The FP&A Financial Analyst position at First Merchants Bank involves analyzing and summarizing financial information for various business segments. The role focuses on margin analysis, monthly results, variance and trend analysis, KPI reporting, and budget analysis to support the annual planning process. The analyst will utilize technology tools such as SQL and Power BI to assist business partners and prepare internal reporting materials.

Responsibilities

• Perform monthly analysis of business segment financial information including variance and trending analysis.
• Report and analyze key performance indicators and write financial summaries.
• Analyze data to assist business partners utilizing available technology tools, including SQL and Power BI.
• Perform analysis of budget information including run rates, one-time adjustments, and impacts of initiatives to support the annual planning process.
• Support development of line of business and departmental budgets and provide reporting and change tracking to support the annual planning process.
• Support preparation of internal reporting including budget and quarterly business review management presentation material.
• Fulfill requests to implement and/or enhance business segment reporting and performance metrics.
• Prepare and file SEC Section 16 reports for directors and insiders, as well as related annual Federal Reserve reporting, as required.
• Provide supporting documentation of Section 16 ownership for annual Proxy.
• Assist with incentive plan forecasting and payout calculations as assigned.
• Support system administration for budget and financial reporting software as assigned.
• Complete periodic attestations and controls as required.

Requirements

• Bachelor's degree in finance, accounting, or a related field of study.
• A minimum of three (3) years of finance, accounting, or related experience.

Nice-to-haves

• Experience in Banking or the Financial Services industry
• Experience with financial statement analysis
• Advanced MS Excel skills
• Beginner SQL or Power BI skills

Benefits

• Base Pay PLUS Bonuses
• Medical, Dental and Vision Insurance
• 401k
• Health Savings and Flexible Spending Accounts
• Vacation/Sick Time
• Paid Holidays
• Paid Parental Leave
• Tuition Reimbursement