Sr Financial Analyst - FP&A - Midvale or Houston - Hybrid Schedule

Unclassified - Midvale, UT

Full-time - Mid Level

Midvale, UT

About the position

The Senior Financial Analyst position at Zions Bancorporation is a key role within the Financial Planning & Analysis (FP&A) team, responsible for providing financial support to the technology and operations divisions. This hybrid position, based in either Midvale, Utah or Houston, Texas, emphasizes data-driven decision-making to enhance financial performance and shareholder value. The role requires an independent thinker who can simplify complex processes through automation and process improvement while collaborating with leaders across the organization.

Responsibilities

• Create executive and board-level presentations explaining key financial trends
• Produce monthly financial reporting for an executive audience
• Direct annual planning and quarterly forecasting for the groups supported
• Drive continuous improvements to the expense allocation, profitability, and reporting methodology
• Assist in the design and implementation of effective cost optimization practices
• Independently create and analyze financial models to guide management decision-making
• Perform ad hoc analytical requests as needed

Requirements

• Bachelor's degree in accounting, finance, or related field
• 6-8+ years of experience in accounting, financial analysis, budgets, or other directly related experience
• Advanced Excel skills, including INDEX-MATCH, XLOOKUP, TEXT, INDIRECT, array formulas, pivot tables with calculated fields, named objects, and basic VBA
• Ability to communicate effectively to a variety of audiences, from finance to technical employees to executive management
• Ability to find creative solutions to previously unsolved data and reporting problems
• Desire and ability to continually improve processes and drive efficiency
• Ability to contend with competing demands and occasionally changing requirements

Nice-to-haves

• Experience using Hyperion for reporting, planning, and ad hoc analysis
• Familiarity with SQL, Business Objects, Microsoft Power Apps, or similar tools

Benefits

• 401(k) with company matching
• Profit sharing
• Benefits starting on day one
• 12 bank holidays