SUMMARY/OBJECTIVES

The Senior Financial Analyst will partner with business leaders, providing financial insight, performance analysis, and strategic guidance to drive profitability and efficiency. This role bridges finance and the business units, ensuring decisions are supported by robust financial data and aligned with the bank’s long-term objectives. This role requires strong technical skills, the ability to interpret complex financial data, and the communication skills to present insights that support senior management decision-making.

This individual will support Lines of Business (LOBs) with financial performance reviews, budgeting, and forecasting, while also helping automate reporting using Snowflake and Power BI. The ideal candidate will have a solid understanding of bank financials (not requiring deep expertise), a strong analytical skill set, and the ability to effectively communicate with senior leadership.

ESSENTIAL FUNCTIONS

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

• Partner with various business unit leaders to provide financial insight and decision support.
• Prepare, analyze, and review business unit financial plans, forecasts, and actual results on a monthly, quarterly, and annual basis.
• Support assigned business units with the annual budgeting and forecasting cycles, ensuring alignment with strategic goals.
• Monitor key performance indicators (KPIs), profitability metrics, and cost drivers across lending, deposits, and fee-based products.
• Assist in presenting results and insights to banking groups, with a focus on identifying and communicating margin drivers.
• Automate recurring financial reports and dashboards using Power BI and Snowflake to increase efficiency and accuracy.
• Conduct ad hoc analysis and develop presentations and reports for business units, senior leadership and the board of directors.
• Identify process improvement opportunities within budgeting and internal financial reporting and help implement best practices.
• Assist with special projects, including merger and acquisition analysis and implementation as needed.
• All other tasks, responsibilities, or duties, as directed by management.

COMPETENCIES

• Solid understanding of financial statements, banking products, and financial performance metrics.
• Strong analytical and critical thinking skills; comfortable working with large datasets.
• Proven ability to manage multiple priorities under tight deadlines with excellent attention to detail.
• Strong written and verbal communication skills with the ability to interact at senior levels.
• High degree of professionalism, integrity, and sound judgment.
• Ability to work independently and collaboratively across departments.

Qualifications, Education, and Certification Requirements

• Bachelor’s degree in finance, Accounting, Business Administration, or a related field.
• 3–5+ years of experience in financial analysis and/or forecasting, preferably within the banking or financial services industry.
• Advanced proficiency in Excel, Power BI, and financial modeling.
• Experience with business intelligence tools such as Power BI and familiarity with Snowflake or similar data platforms strongly preferred.
• Exposure to budgeting, forecasting, or cost modeling processes preferred.