Financial Analyst I

SWBC is seeking a talented individual to assist with analyzing financial status by collecting, monitoring, and studying data, as well as recommending actions.

Why you'll love this role:

As a Financial Analyst within the Financial Institutions Group, you get the opportunity to engage with leaders and employees across a vast enterprise of products and services while making recommendations and implementing change. This position is for those who are a self-starter and love bridging the gap between financial data and business processes.

Essential duties include the following:

• Analyzes financial performance against key business metrics and document pertinent financial highlights that will enable management to determine progress against budgets.
• Improves financial and operational results by analyzing results and variances, identifying trends and recommending actions.
• Works with Senior Management and operational business partners to provide operational analysis and reporting and to drive improvements in operating expense efficiency and forecasting.
• Researches and prepares variance analysis and explanations on an ad hoc basis to support Senior Management and business decisions.
• Leads the quarterly/annual operations budgeting and planning process, as well as long range strategic planning.
• Construct and enhance processes responsible for tracking and recording capitalized labor relating to software development depreciation.
• Prepares monthly/quarterly budget versus actual variance analysis for Senior Management.
• Identifies areas of improvement in processes and tools, making recommendations, and drives operational implementation with Senior Management.
• Assists Senior Management in long-range strategic planning to include cost benefit analysis and offshore operational footprints.
• Performs all other duties as assigned.

Serious candidates will possess the minimum qualifications:

• Bachelor's Degree in Finance, Accounting, Economics, or related field from an accredited four-year college or university required.
• Minimum of two (2) years in a corporate reporting/corporate financial management role involved in financial planning, budgeting, forecasting, or related experience within the financial services industry.
• Experience working with a variety of information systems and data files, including large and complex files: analyzing file structure, using and creating file layouts, transforming raw data into finished products.
• Excellent financial modeling and analysis skills.
• Demonstrated proficiency in forecasting and an understanding of financial and operational impacts from forecasting activities.
• Strong understanding of financial statements and accounting.
• Ability to translate financial analysis into indicators for operational change and improvement.
• Advanced technology skills required for analysis and reporting of data.
• Strong interpersonal skills, verbal and written communication skills, research capabilities, and follow-up skills.
• Strong decision-making, detail-oriented, and problem resolution skills.
• Excellent communication skills, both written and verbal.
• Able to effectively manage multiple assignments, projects, and priorities.
• Able to sit for long periods of time analyzing, comparing, and validating data.

SWBC offers*:

• Competitive overall compensation package
• Work/Life balance
• Employee engagement activities and recognition awards
• Years of Service awards
• Career enhancement and growth opportunities
• Leadership Academy and Mentor Program
• Continuing education and career certifications
• Variety of healthcare coverage options
• Traditional and Roth 401(k) retirement plans
• Lucrative Wellness Program

*Based upon employee eligibility

Additional Information:

SWBC is a Substance-Free Workplace and requires pre-employment drug testing.

Please note, SWBC does not hire tobacco users as allowed by law.

To learn more about SWBC, visit our website at If interested, please click the appropriate apply button.

Summary

• Location: San Antonio, TX
• Type: Full time