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Senior Financial Analyst, Deposits/Marketing |
1 month ago
Description
The Senior Finance Analyst, Deposits & Marketing Focus reviews and analyzes financial data including forecasts, plans and variances, providing insight, guidance and recommendations to senior leadership. The Senior Analyst is also involved in creating financial models, financial reporting and providing financial analysis support and recommendations to marketing products.
Here's what you can expect from the job and what you need to be successful:
Job Duties
Prepare, review and analyze financial forecasts and plans, analyze variances, and proactively seek new forms of analysis and offer insights, and recommendations to leadership
Provide complex financial analysis, support and recommendations to assigned business units, guiding them through monthly P&Ls reviews
Create complex financial models in collaboration with business partners
Partner with Accounting in the month end financial close
Forecast scenarios and offer recommendations on balance sheet positioning
Participate in ALCO, Credit Risk Committee, and Pricing Committee to capture relevant business information required for forecasting
Analyze ad hoc large data sets and provide insights to leadership
Lead in the regular maintenance/upgrades of the financial planning & analysis systems including Oracle Enterprise Planning & Budgeting Cloud Service and PROFITstar, as required
Prepare monthly, quarterly, and annual financial and regulatory reports, as required
Mentor peer Financial Analysts on a day to day basis
Essential Skills
Minimum 4 years’ experience in financial analysis and reporting with a mid-to-large size organization, including experience designing, preparing, and interpreting financial reports for management reporting and analysis
Experience in the financial services industry is preferred
Broad knowledge of GAAP
Ability to work independently and collaborate as a team; anticipate needs and prioritize projects in a fast-paced environment with tight deadlines and high-volume peaks while producing high-quality work
Strong analytical and decision-making skills with attention to detail
Excellent verbal and written communication skills; able to express ideas concisely and logically
Ability to organize, analyze and interpret financial data to explain complex concepts to leadership
Ability to create and deliver engaging presentations tailored to leadership
Demonstrated ability to establish credibility and rapport with internal stakeholders
Familiarity with Oracle EPBCS, PROFITstar or other projection/ALM software is preferred
Advanced knowledge of Microsoft Office Suite, particularly Excel
Minimum Education: Bachelor’s degree in Accounting or Finance is preferred or equivalent work experience
Location: Hillsboro, OR 97124 (HYBRID)
Target Compensation in Hillsboro, OR: $85,000 to $94,000 annually + annual bonus
Benefits options include:
Traditional medical, dental, and vision coverage
401K matching up to 5% per pay period
Accrue up to 17 days of Paid Time Off your first year of employment
11 paid federal holidays
Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria)
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First Tech is not currently offering Visa sponsorship for this position
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