Senior Financial Analyst

4 weeks ago

Asheville, United States HomeTrust Bank Full time

Job Summary

The Senior Financial Analyst is an integral role responsible for critical activities related to budgeting, forecasting, financial modeling, and ad-hoc business analysis. This position will work closely with executives and key leaders, offering a high level of visibility for the entire organization. The incumbent manages and develops key aspects of the company budget and forecast and identifies operational and expense improvement opportunities.

Key Responsibilities / Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Provide insightful business line profitability analysis. Manage and develop key aspects of the company budget and forecast. Identify operational and expense improvement opportunities. Create management reporting and analysis packages. Provide business managers with financial and operating performance updates. Work with the Chief Financial Officer (CFO) and other senior management regarding critical activities related to budgeting, forecasting, financial modeling, and ad-hoc business analysis. Assist Accounting with various month-end reporting requirements. Assist with competitive business analysis. Perform numerous business ad-hoc analysis. Maintain confidentiality and security of sensitive information. Adhere to all corporate policies and procedures, Federal and State regulations, and laws. Complete all mandatory annual compliance training. Follow regulatory requirements including those pertaining to the Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification Program (CIP), and OFAC to assist in the identification, detection and determent of money laundering and other unlawful activities, as well as regulations pertaining to lending and consumer compliance to include fair lending laws. Perform other duties and special projects as assigned.

Job Requirements

Education:

Bachelor's degree in finance, accounting, business, or mathematics.

Required:

2+ years of experience in a finance role. Advanced Microsoft Excel skills. Ability to model complex business questions/issues. Ability to think analytically and creatively. Ability to multi-task, effectively project manage, adapt, and prioritize within a fast-paced environment. Excellent interpersonal and strong communication skills. A team player with the ability to build relationships across all levels of the organization. Ability to translate financial and operational metrics into actionable business decisions. Excellent judgment and analytical skills, with an autonomous nature and natural follow-up and follow through. Must have the ability to handle changing priorities and use good judgement in stressful situations. Strong attention to detail and the ability to meet monthly deadlines. Proficient in Microsoft Office products.

Preferred:

Experience in the banking or finance industry. Experience with Workday Adaptive or other planning software. Experience with S&P Global.

About HomeTrust Bank

HomeTrust Bank, founded in 1926, is a North Carolina chartered, community-focused financial institution committed to providing value-added community banking through online/mobile channels and multiple locations in Virginia, North Carolina, South Carolina, Tennessee, and Georgia. Learn more at www.htb.com. Apply today to take your first steps towards joining this talented population of employees within a growing organization.

Work Environment, Physical Requirements

The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. HomeTrust Bank promotes an equal employment opportunity workplace which includes reasonable accommodation of qualified applicants and employees.

This job operates in a professional office environment and routinely uses standard office equipment such as computers, phones, photocopiers, and fax machines. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. Physical activity requiring reaching, sifting, lifting to 25 lbs., finger dexterity, grasping, feeling, repetitive motions, talking and hearing are required. The employee will frequently communicate and must be able to exchange accurate information with others. The employee may need to move around their office to attend meetings and to access files, machinery, or other job-related tools.

DISCLAIMER: HomeTrust Bank is an evolving company. As such this job description is not necessarily an exhaustive list of all responsibilities, duties, skills, efforts, requirements or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed as assigned.

HomeTrust Bank values and promotes diversity and inclusion in every aspect of our business and at every level within the company. We recruit, hire, and promote employees based on their individual ability and experience and in accordance with Affirmative Action and Equal Employment Opportunity laws and regulations. Our policy is that we do not discriminate on the basis of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, physical or mental disability, pregnancy, marital status, status as a protected veteran, or any other status protected by federal, state, or local law.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c) #J-18808-Ljbffr

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