Senior Financial Analyst

Position Summary: The Senior Financial Analyst, as part of the Finance Team, participates in the rolling forecasting process, strategic data analysis, and research used to make recommendations to senior management. This highly visible position will collaborate with business unit leaders to support decision making through the analysis and interpretation of various performance measurements and ad hoc requests.

ESSENTIAL DUTIES & RESPONSIBILITIES

• Act as a  system administrator for the corporate finance forecasting platform which plays a central role in enterprise wide budgeting, forecasting, and reporting

• Create financial models to assess business opportunities and enable the development of tactical and strategic plans based on the results of the modeling and analyses

• Liaise with business unit partners to enhance and maintain rolling operational forecasts and long-range financial plans

• Gather data and business line input to model financial scenarios and projections

• Develop reporting solutions for end users, with the focus on creating meaningful self-service reports and dashboards

• Perform analysis of results to drive business decisions and improve operating efficiency, increase profitability, reduce risk, and refine assumptions for future forecasts

• Prepare reporting for quarterly Board of Director meetings as well as monthly internal management reporting for business lines

• Development of requisite documentation and controls for transactions, processes and reporting to support a well-disciplined control environment

• Provide training to Finance staff and/or supervisory support

• Other duties as assigned or as needed

EXPERIENCE & EDUCATION

• Bachelor’s degree in Accounting, Finance, Economics, or Business

• 3-5 years of experience in Finance, Accounting, or Corporate Treasury

• Strong background in FP&A and reporting solutions

• Banking or Financial Services experience, preferred

• CPA, CFA, CMA, or MBA designations, a plus

• A technical or financial systems background

SKILLS & ABILITIES REQUIRED

• Experience with Adaptive Insights, Planful, Anaplan, Essbase, Hyperion, Cognos TM1, or a similar EPM/OLAP/ROLAP

• Creativity and self-initiative are required to develop meaningful solutions to abstract issues

• Team player that can thrive in a fast-paced, dynamic work environment, without close supervision

• Effective oral, written, and interpersonal communication skills

• Strong work ethic and personal integrity

• Exceptional decision making and time management skills with impeccable attention to detail

• Well-developed organizational agility and unstructured problem solving

• Advanced proficiency in Microsoft Excel

• financial reporting tool is required

• Experience with BI tools (Power BI, OBIEE, etc.) and/or ETL tools (Alteryx, Informatica)

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