Job Summary

The Senior Financial Analyst is a strategic, high-visibility role that partners directly with senior leadership to shape financial strategy, influence key business decisions, and drive sustainable performance across the organization. In coordination with the Director of Financial Planning and Analysis, this individual will drive core planning and forecasting processes while translating complex financial and operational data into clear, actionable insights used at the executive level. The role offers opportunities to expand in scope through special projects, process ownership and system enhancements.

Key Responsibilities / Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Prepare and deliver financial analyses and recommendations to senior leadership, including the CFO and executive management team.
• Prepare and present business line profitability analysis, driving actionable reommendations that guide strategic operational decisions.
• Lead the development, maintenance and continuous improvement of enterprise-level budgeting and forecasting processes.
• Serve as the thought-partner to business leaders on strategic initiatives, growth opportunities, and cost optimization efforts.
• Create executive dashboards, management reports and analysis packages.
• Partner with Accounting to ensure accurate, timely close processes and alignment between financial reporting and forecasting.
• Assist with the creating and reporting of competitive peer analysis.
• Perform numerous business ad-hoc analysis.
• Maintain confidentiality and security of sensitive information.
• Adhere to all corporate policies and procedures, Federal and State regulations, and laws.
• Complete all mandatory annual compliance training.
• Follow regulatory requirements including those pertaining to the Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification Program (CIP), and OFAC to assist in the identification, detection, and determent of money laundering and other unlawful activities, as well as regulations pertaining to lending and consumer compliance to include fair lending laws.
• Perform other duties and special projects as assigned.

Job Requirements

Education:

• Bachelor's degree in finance, accounting, business, or mathematics.

Required:

• 3+ years of finance experience with an emphasis in FP&A, corporate finance, or a strategic finance preferred.
• Advanced Microsoft Excel skills.
• Ability to model complex business questions/issues.
• Ability to think analytically and creatively.
• Ability to multi-task, effectively project manage, adapt, and prioritize within a fast-paced environment.
• Excellent interpersonal and strong communication skills.
• A team player with the ability to build relationships across all levels of the organization.
• Experience influencing decisions through data-driven storytelling.
• Excellent judgment and analytical skills, with an autonomous nature and natural follow-up and follow-through.
• Ability to challenge assumptions and provide independent financial judgment.
• Strong attention to detail and the ability to meet monthly deadlines.
• Proficient in Microsoft Office products.

Preferred:

• Experience in the banking or finance industry.
• Advanced financial modeling and scenario analysis.
• Experience with automation, forecasting accuracy improvements and process optimization.
• Experience with Workday Adaptive or other planning software.
• Experience with S&P Global an Power BI.

Work Environment, Physical Requirements

The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. HomeTrust Bank promotes an equal employment opportunity workplace which includes reasonable accommodation of qualified applicants and employees.

• This job operates in a professional office environment and routinely uses standard office equipment such as computers, phones, photocopiers, and fax machines.
• Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus.
• Physical activity requiring reaching, sifting, lifting to 25 lbs., finger dexterity, grasping, feeling, repetitive motions, talking and hearing are required.
• The employee will frequently communicate and must be able to exchange accurate information with others.
• The employee may need to move around their office to attend meetings and to access files, machinery, or other job-related tools.

DISCLAIMER: HomeTrust Bank is an evolving company. As such this job description is not necessarily an exhaustive list of all responsibilities, duties, skills, efforts, requirements or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed as assigned.