Senior Analyst (Financial Planning & Analysis)

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Position Function:

The Senior Analyst plays a critical role in driving financial insight and strategic decision-making by delivering high-quality analysis, budgeting, and reporting to support the Bank's financial goals.

Performs all duties and interacts with internal and external customers in a manner that is expressly aligned with the Company's Core Values of approaching all actions with a “Voyaging Spirit” and being “Positively Ohana”. Exhibits core competencies that result in consistent delivery of positive Customer Interactions, Empowerment and Ownership and demonstrates key professional and performance skills such as Active Listening, effective Oral and Written Communication, Action and Solution Oriented and Thoroughness.

Primary Accountabilities:

Data Processing and Profitability Reporting:

• Support profitability system through data processing and system updates.
• Develop and maintain robust profitability models at the line-of-business, customer, and product levels to support strategic decision-making.
• Proactively interface with all levels of management to ensure they understand profitability methodologies and assumptions.

Budget and Business Partner Reporting:

• Prepare and analyze budget-to-actual and forecast reports, including detailed variance analysis for ALCO, Board, and executive management.
• Assist with monthly variance reporting to document explanations of significant variances.

Annual Budget Process:

• Facilitate budget planning sessions with business and support unit leaders, providing guidance and analytical support.
• Aggregate and validate financial data inputs, including loans, deposits, and other key balance sheet and income statement items.
• Prepare reports that summarize and analyze results for reasonableness.

Ad Hoc Reporting and Analysis:

• Prepare and analyze various reports as requested from management.
• Continuous Improvement:
• Identify opportunities to enhance financial performance through revenue growth, cost optimization, or process efficiency.

Minimum Qualifications:

Education:

• Bachelor's Degree from accredited 4-year university, preferably in Finance or Accounting required.

Experience:

• 3+ years of experience in financial/budget analysis and reporting with familiarity in accounting principles and budgeting process required.

Physical Requirements & Working Conditions:

• Must be able to perform light physical work and to move or lift items including but not limited to boxes, files and papers up to 20 pounds unless otherwise as indicated.
• Must be able to operate and proficiently use standard office equipment, including phone, copier, personal computer and/or other work related mechanical or electronic devices and applications.
• Must be able to clearly communicate verbally and in writing with all internal and external customers. Must also be able to hear sufficiently to engage in daily discussions and interactions.
• Must be able to read and understand bank-related documents.
• Must be able to work in a conventional office setting, involving sitting at a desk or workstation for long periods of time. Must also be able to adapt to different work environments as needed to perform the job.

We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.