Sr. Finance Analyst/Financial Analyst - Bank

EverBank

$70K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3+ years of experience in financial analysis
  • Experience with financial reporting
  • 5+ years preferred in financial analysis for medium-large banks
  • Familiarity with Power Query, Power BI, and Excel VBA is a plus
  • University degree preferred

Responsibilities

  • Analyze monthly financial results using financial models
  • Ensure forecasts and modeling are timely and accurate
  • Lead re-forecasting activities and update forecast models
  • Monitor general ledger postings during closing to ensure accuracy
  • Review ad hoc departmental reports comparing actuals to budgets
  • Prepare financial reports and presentations for management
  • Support junior analysts in resolving complex financial challenges

Benefits

  • Opportunity to provide key financial insights to senior management
  • Minimal supervision allows for autonomy in analysis
  • Collaboration with junior analysts for skill development
  • Work with advanced financial modeling tools
  • Engagement in strategic decision-making processes
Full Job Description
Sr. Financial Analyst - Bank
The Senior Financial Analyst is responsible for reviewing and analyzing financial results of the organization. Through financial modeling, this job reviews the company's financial status, including cash flow, accounts receivable, accounts payable, debt, equity, operating income, working capital, etc. Under minimal supervision, this job provides financial insights that senior management uses to inform business and financial decisions.

Key Responsibilities and Duties
  • Analyzes monthly financial results through financial models to identify drivers and explain key variances.
  • Reviews forecasts and modeling to ensure results are timely and accurate.
  • Leads re-forecasting activities and updating/evolving forecast models.
  • Monitors general ledger journal entry postings during the closing process to help ensure that financial statements are accurate.
  • Reviews ad hoc departmental reports that analyze departmental financial results versus budget/forecasts.
  • Reviews financial reports and presentations for management that inform business and financial decisions.
  • Provides support to junior Financial Analysts regarding challenges that require more advanced knowledge and experience.

Minimum Qualifications
  • 3 years of experience reviewing and analyzing financials
  • Prior experience with financial reporting

Preferred Qualifications
  • 5 or more years of experience reviewing and analyzing financials for a medium-large sized bank
  • Hands-on experience working with Power Query, Power BI, and Excel VBA

Educational Requirements
  • University (Degree) Preferred

Physical Requirements
  • Physical Requirements: Sedentary Work


Career Level
7IC

Posting end date - 6/7/26

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