Financial Analyst I

4 weeks ago

Orange, United States Citizens Business Bank Full time

Exact compensation may vary based on skills, experience and/or education, and location. This position is also eligible for an annual bonus. SUMMARY The Financial Analyst is responsible for collecting, analyzing, and reporting on financial data, financial projections, and results of analysis. ESSENTIAL DUTIES AND RESPONSIBILITIES Complies with and stays abreast of all policies and procedures, federal and state laws applicable to the job. Reconciles and validates data between various sources as required. Identifies financial status by comparing and analyzing actual results with plans and forecasts. Improves financial status by analyzing results; monitoring variances; identifying trends; recommending actions to management. Prepares financial reporting for the Board of Directors to provide relevant and timely information in support of executive management. Prepares various financial reports, at the direction of the Financial Planning & Analysis Manager. Maintains various databases by entering, verifying, and backing up data. Increases productivity by developing and using automated processes and software applications; coordinating information requirements. Other duties as assigned. Provides, presents and promotes The Citizens Experience to all external and internal customers. SUPERVISORY RESPONSIBILITIES None QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION and/or EXPERIENCE Bachelor’s Degree (B.A.) from four-year College or university in Finance, Economics, Accounting, or another related field of study; or 0 - 2 years related experience and/or training; or equivalent combination of education and experience. Advanced degree desired, but not required. OTHER QUALIFICATIONS/SKILLS Ability to multi-task, work effectively in a high production environment, and respond quickly and productively under pressure, tight timelines, and changing priorities. Team player, who can operate effectively within a matrix management environment. Strong analytical, organizational and problem-solving skills, with demonstrated ability to provide creative solutions to real-time challenges. Ability to use/customize complex financial models, as well as familiarity with financial concepts, practices and procedures. Advanced computer skills and experience with Microsoft Office Suite. Internally motivated and proactive to seek out alternative ideas to improve the efficiency and effectiveness of the group through the development of new skills and generation of new ideas. LANGUAGE SKILLS This position requires strong communication skills, both written and oral, with the ability to write reports, business correspondence, and procedure manuals, as well as the ability to effectively present information and respond to questions effectively. Requires the ability to read, analyze, and interpret general business periodicals, professional journals, technical literature, and government regulations. MATHEMATICAL SKILLS Ability to work with mathematical concepts such as probability and statistical inference, discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry. REASONING ABILITY Strong analytical skills with the ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. COMPUTER SKILLS To perform this job successfully, an individual should have a strong understanding of budgeting, forecasting and profitability models (SQL; Crystal report writing tools, advanced modeling skills using Microsoft Excel and/or Microsoft Access) and experience with Microsoft PowerPoint and Word. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonably accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee frequently is required to sit. The employee is #J-18808-Ljbffr

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