![ServisFirst Bank](https://media.trabajo.org/img/noimg.jpg)
Financial Systems Analyst
2 months ago
At ServisFirst, Our Name is Our Mission.
DUTIES AND RESPONSIBILITIES
The Financial Systems Analyst serves as loan origination system administrator and prepares reports by collecting, analyzing and summarizing information. Financial Systems Analysts is responsible for monitoring performance and quality control plans to identify improvements. As administrator, they provide technical strategy and direction to ensure that the application is effectively implemented and managed across our Sales, Marketing, Technical Services and Support, and Operations. This position offers best practices and recommendations for process integration, application development, deployment and ongoing enhancements of the platform.
The incumbent will:
- Prepare reports by collecting, analyzing and summarizing information
- Provide support to internal end-users of different systems
- Work with management to prioritize business and information needs
- Identify project requirements by interviewing business stakeholders, analyzing operations, determine project scope and documenting results
- Create and maintain databases and management reports; analyze and interpret data to identify anomalies, trends and opportunities for improvements
- Works under limited to moderate supervision to analyze and solve mildly complex operational and systems-related issues
- May manage small projects requiring some coordination and/or contribution to task forces or project teams
- Interpret data, analyze results using statistical techniques and provide ongoing reports
- Develop and implement databases, data collection systems, data analytics and other strategies that optimize statistical efficiency and quality
- Acquire data from primary or secondary data sources and maintain databases/data systems
- Identify, analyze, and interpret trends or patterns in complex data sets
- Filter and “clean” data by reviewing computer reports, printouts, and performance indicators to locate and correct code problems
- Locate and define new process improvement opportunities
- Create and manage custom objects, fields, formulas, validation rules, custom workflow, and approval processes
- Design, document, build, test and deploy enhancements to nCino custom objects, page layouts, workflows, alerts, reports and complex dashboards
- Maintain and utilize the test environment
- Maintain user roles and profiles, security settings, access settings etc. (User Profiles, Role Hierarchy, Sharing Rules and Security)
- Research changes in upcoming versions of nCino and other integrated applications
- Provide recommendations when necessary to enhance efficiency and productivity
- Develop and maintain report folders, dashboards, etc. to improve system usability
- Maintain a holistic view of all business processes and users in the system to understand cross functional impacts regarding configuration, process, workflow and reporting
- Lead user requirement sessions and document user requirements to address changing business needs
- Take lead responsibility for the implementation of any statement of work for new functionality
- Troubleshoot system issues by opening tickets and monitoring for resolution
- Perform routine review of code, configuration, data, and usage to ensure long term viability, integrity, and adoption
- Understand existing system reports, the functionality of each and how they support management initiatives
- Create ad hoc reports as requested by management, sales and operations staff
- Keeps management apprised of project status and creates a system to allow for the continuous flow of information among all business stakeholders
- Change Management
- Responsible for understanding and keeping abreast of regulatory changes that impact applicable systems and loan origination practices
- Maintain records of all changes made to applicable systems including date change implemented and required approval for change
- Maintain library of all business rules / credit policies
- Maintain document libraries. Build custom documents, letters, email templates as requested
- Responsible for being familiar with all compliance regulations and policies that are applicable to this position and follow and ensure compliance with these regulations and policies
Note: Reasonable accommodation may be made to enable otherwise qualified associates/applicants with disabilities to perform the essential functions of the job.
Note: Additional duties and responsibilities may be assigned.
MINIMUM QUALIFICATIONS
- BS in Mathematics, Economics, Computer Science, Information Management or Statistics
- Strong analytical skills with the ability to collect, organize, analyze, and disseminate significant amounts of information with attention to detail and accuracy
- Adept at queries, report writing and presenting findings
- Fully proficient in Microsoft Office (Word, Excel and PowerPoint)
- Familiarity with Salesforce and/or nCino
- Familiarity with AS400 (IBM i Series)
- Problem solving and investigative skills
- Excellent organization and time management skills
- Report writing, including charts, graphs, etc.
- Aptitude for math and the ability to review and understand numeric data, graphs and statistics
- Detailed and thorough
- Able to work equally well on self-managed or team-oriented projects
- Proactive and adaptable
- Excellent communication skills – must be able to translate complex issues to multiple levels in the organization
- Ability to multi-task, prioritize, and work accurately, flexibly and efficiently under pressure
- Analytical mind with a problem-solving aptitude
PHYSICAL REQUIREMENTS AND ENVIRONMENTAL CONDITIONS
The physical requirements and environmental conditions of this position consist primarily of:
- Sustained standing and sitting
- Frequent use of PC, including typing or sustained attention to monitor
- Occasional lifting and/or moving equipment weighing up to 50 lbs
- Normal office environment with comfortable internal temperatures and low-level noise
- At ServisFirst, Our Name is Our Mission.
EOE/AA
-
Financial Systems Analyst
7 days ago
Birmingham, United States ServisFirst Bank Full timeJob DescriptionJob DescriptionAt ServisFirst, Our Name is Our Mission. DUTIES AND RESPONSIBILITIESThe Financial Systems Analyst serves as loan origination system administrator and prepares reports by collecting, analyzing and summarizing information. Financial Systems Analysts is responsible for monitoring performance and quality control plans to identify...
-
Financial Systems Analyst
2 months ago
Birmingham, United States ServisFirst Bank Full timeAt ServisFirst, Our Name is Our Mission. DUTIES AND RESPONSIBILITIES The Financial Systems Analyst serves as loan origination system administrator and prepares reports by collecting, analyzing and summarizing information. Financial Systems Analysts is responsible for monitoring performance and quality control plans to identify improvements. As...
-
Financial Analyst
4 months ago
Birmingham, United States Southern Company Full timePlay a key role in implementing Enterprise Foundations related reporting and analysis Preparing in-depth analysis to develop costing models that help streamline processes and to gain efficiencies Analyzing financial risks and opportunities and develo Financial Analyst, Analyst, Accounting, Financial, Financial Planning, Business Partner, Manufacturing,...
-
Financial Analyst
2 weeks ago
Birmingham, United States Waverly Advisors LLC Full timeWaverly Advisors’ primary goal is to serve our clients, one another, and our communities. We aren’t your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients’ investments, offering truly in-depth financial planning. We set ourselves apart by actually living and acting...
-
Financial Analyst
2 months ago
Birmingham, United States Simon Group Holdings Full timeJob Summary Simon Group Holdings (SGH) is a private equity firm and family office that was established in 1985 with the founding of the Atlas Oil Company. The organization has diverse business interests, including energy supply & marketing, oil field services, logistics and transportation, amateur & professional sports, alcoholic spirits, real estate,...
-
Financial Analyst
2 months ago
Birmingham, United States Simon Group Holdings Full timeJob Summary Simon Group Holdings (SGH) is a private equity firm and family office that was established in 1985 with the founding of the Atlas Oil Company. The organization has diverse business interests, including energy supply & marketing, oil field services, logistics and transportation, amateur & professional sports, alcoholic spirits, real estate,...
-
Financial Analyst
2 months ago
Birmingham, United States Simon Group Holdings Full timeJob SummarySimon Group Holdings (SGH) is a private equity firm and family office that was established in 1985 with the founding of the Atlas Oil Company. The organization has diverse business interests, including energy supply & marketing, oil field services, logistics and transportation, amateur & professional sports, alcoholic spirits, real estate,...
-
Financial Analyst
2 months ago
Birmingham, United States Simon Group Holdings Full timeJob SummarySimon Group Holdings (SGH) is a private equity firm and family office that was established in 1985 with the founding of the Atlas Oil Company. The organization has diverse business interests, including energy supply & marketing, oil field services, logistics and transportation, amateur & professional sports, alcoholic spirits, real estate,...
-
Senior Financial Analyst
3 weeks ago
Birmingham, United States E Tech Group Full timeE Tech Group Senior Financial Analyst Birmingham, Michigan Apply Now At E Tech Group, joining our team means joining a group of passionate and forward-thinking experts. We're one of the largest engineering and system integration firms in the United States providing value for our clients through IT automation and control solutions for more than 25 years to...
-
Lead Financial Analyst
6 days ago
Birmingham, Alabama, United States ITAC Solutions Full timeLead Financial Analyst OpportunityITAC Solutions is on the lookout for a Lead Financial Analyst to enhance our financial operations. In this pivotal role, you will be instrumental in managing financial processes, collaborating with various stakeholders to ensure operational excellence and adherence to regulations.What We Offer: Access to innovative...
-
Financial Analyst
3 weeks ago
Birmingham, United States Waverly Advisors, LLC Full timeWaverly Advisors’ primary goal is to serve our clients, one another, and our communities. We aren’t your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients’ investments, offering truly in-depth financial planning. We set ourselves apart by actually living and acting...
-
Financial Analyst
3 weeks ago
Birmingham, United States Waverly Advisors, LLC Full timeWaverly Advisors’ primary goal is to serve our clients, one another, and our communities. We aren’t your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients’ investments, offering truly in-depth financial planning. We set ourselves apart by actually living and acting...
-
Lead Financial Analyst
5 days ago
Birmingham, Michigan, United States E Tech Group Full timeE Tech Group is looking for a Senior Financial Analyst to be based in Birmingham, Michigan. This role is pivotal in delivering financial insights and strategic recommendations that will guide our business decisions. As one of the leading engineering and system integration firms in the United States, E Tech Group has been providing exceptional IT automation...
-
Financial Analyst II
6 days ago
Birmingham, Michigan, United States Onestream Full timeFinancial Analyst II Location: Hybrid Employment Type: Full-Time Compensation: $60,000 - $80,000 (Range applies to US candidates only) + Benefits/Variable Compensation/Equity - Range may vary based on experience. Benefits Offered: Vision, Medical, Life, Dental, 401K ABOUT THE POSITION The Financial Analyst II role is pivotal in evaluating financial outcomes...
-
Financial Planning Analyst
1 month ago
Birmingham, United States Calculated Hire Full timeFinancial Analyst II6 Month Contract, Hybrid PositionBirmingham, ALThis position provides accounting support for the Financial Planning and Analysis department. The primarily responsibilities of this position include maintaining and executing monthly expense allocations, quarterly expense reporting and analysis for multiple divisions, and providing quality...
-
Financial Planning Analyst
1 month ago
Birmingham, United States Calculated Hire Full timeFinancial Analyst II6 Month Contract, Hybrid PositionBirmingham, ALThis position provides accounting support for the Financial Planning and Analysis department. The primarily responsibilities of this position include maintaining and executing monthly expense allocations, quarterly expense reporting and analysis for multiple divisions, and providing quality...
-
Financial Analyst
12 hours ago
Birmingham, Alabama, United States The E Group Full timeJob OverviewWe are seeking a highly skilled Financial Analyst to join our team at The E Group. As a key member of our accounting team, you will be responsible for preparing and analyzing financial statements, as well as performing account reconciliations and preparing check requests.Key Responsibilities:Prepare and analyze monthly journals and financial...
-
Financial Analyst
7 days ago
Birmingham, United States Southern Veterinary Partners Full timeSouthern Veterinary Partners (SVP) is a veterinary owned and managed network of animal hospitals with the common goal of providing the highest quality veterinary care to companion animals with exceptional client experiences. SVP currently owns over 420 locations across the country and is sponsored by a leading private equity team.Are you the right applicant...
-
Financial Analyst
13 hours ago
Birmingham, Alabama, United States The E Group Full timeJob OverviewWe are seeking a highly skilled Financial Analyst to join our team at The E Group. As a key member of our accounting team, you will be responsible for preparing, analyzing, and reporting financial statements for our clients.Key Responsibilities:Prepare and analyze monthly journals and financial statements for our clients.Perform monthly and...
-
Financial Business Analyst
1 day ago
Birmingham, United States Sparrow Company Full timeJob DescriptionJob DescriptionJob SummaryThe Business Analyst is responsible for the financial and management reporting, analysis, forecasting and budgeting processes for their designated Region Job Responsibilities• Acts as primary accounting support to the operating locations within the Division.• Assists with purchasing, inventory, and other...