Financial Analyst

Position Summary

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.

Essential Duties and Responsibilities ( Other
duties may be assigned.)

* 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.

Qualifications

* 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.