Full Job Description
Role Summary
The Financial Analyst supports the Profitability and Financial Planning & Analysis (FP&A) function by delivering financial analyses, forecasts, reporting, and insights that help inform business decisions. This role works at the intersection of finance and technology, partnering with finance professionals to support profitability reporting, forecasting activities, and data-driven decision-making. The position offers an opportunity to build expertise in banking finance, analytics, and reporting tools within a specialized FP&A team.
Please Note: This position can be hired as a Financial Analyst or Financial Analyst Senior. We will assess applicants based on their skills and years of relevant experience.
Key Accountabilities
- Prepare financial analyses, reports, and dashboards that support forecasting, profitability reporting, and management decision-making.
- Assist with budget, forecast, and profitability processes by gathering data, validating inputs, and maintaining financial models.
- Perform variance analysis and identify key drivers impacting actual, forecasted, and budgeted financial results.
- Support profitability analysis across products, customer segments, and business lines to help evaluate financial performance.
- Partner with senior analysts and business stakeholders to provide ad hoc analysis, scenario modeling, and reporting support.
- Ensure the accuracy and integrity of financial data through reconciliation, validation, and documentation of assumptions.
- Develop knowledge of banking products, revenue streams, expense drivers, financial systems, and reporting processes.
- Leverage reporting and analytics tools to support data visualization, performance tracking, and business insights.
Education & Experience
Required
- Bachelor's degree in Finance, Business Management, Economics, Accounting, or a related field, or an equivalent combination of education and experience.
- 1+ years of financial analysis, accounting, banking, or analytical experience.
- Experience working with financial data, reporting, or analytical processes.
- Systems-oriented mindset with experience using reporting or analytics tools.
Preferred
- Banking industry experience.
- Experience with Power BI.
- Experience with Tableau.
- Experience with SQL or similar reporting and analytics platforms.
Why You'll Love Working Here
Join a specialized Profitability and FP&A team where finance and technology come together to drive meaningful business insights. You'll gain exposure to financial planning, profitability analysis, and modern reporting tools while collaborating with experienced finance professionals. This role provides an opportunity to expand your analytical and technical capabilities while contributing to impactful business decisions.
Apply today to make an impact.
In addition to core traditional benefits, we take pride in offering benefits for every stage of life.
- Retirement savings including both 401(k) and Pension plans.
- Paid time off to volunteer in your community.
- Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
- Competitive salaries with professional development and advancement opportunities.
- Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.
- Personal banking, loan, investment and insurance benefits.
$60,550.00 - $103,800.00 per year
