Financial Analyst

 This is an intermediate level finance/accounting position.  The position will have an active role in maintaining financial records, financial reporting, budget preparation and income/expense variance analysis.

·   Enter data for annual budget and prepare budgeted financial statements and ratios for bank and holding company. Develop and create Excel spreadsheets to assist in the budgeting, variance analysis, and reforecasting processes.  Provide guidance and support to other teams for annual budget and periodic budget variance analysis. Reconcile actual data in Budgeting software (Empyrean) to the general ledger.  Assist with the analysis of Empyrean output.     

·   Responsible for the monthly income and expense analysis to ensure financial accuracy. Communicate variances with other teams and ensure that support for variances is documented and received timely.

·   Assist with financial forecasting, reporting, accounting duties and operational metrics.

·   Complete CECL monthly import process, including reconciliation for all files and uploads needed.

·   Complete quarterly Call Report along with supporting documentation for each schedule.

·   Assist Finance Specialist with IntraFi reporting, balancing, funding, etc.

·   General ledger reconciliation preparation/review.

·   Write and generate H360 (IBM Cognos) reports. 

·   Follow bank policies and procedures, security guidelines, and comply with all federal, state and local regulations.

·   Bachelor’s degree, or at least 5 years of related experience, or an equivalent combination of education and experience.

·   Advanced knowledge of Excel.

·   Demonstrated knowledge of budgeting and forecasting.

·   Ability to compute moderately complex math calculations.

·   Intermediate to advanced problem-solving and analytical skills.  Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

·   Effective oral and written communication skills.