Senior Financial Analyst

2 months ago

Rochester, United States Five Star Bank Full time

The expected rate of pay for this position is shown above. Compensation offers are based on a wide range of factors including relevant skills, training, experience, education and, where applicable, licenses or certifications obtained. Market and organizational factors are also considered. In addition to your base rate of pay and a competitive benefits package, successful candidates may be eligible to receive cash or equity-based incentives based on the role and performance.

Position Title: Senior Financial Analyst

Reports To: Director Financial Planning Analysis and Tax

Department: Finance

FLSA Status: Exempt

Purpose

: The Senior Financial Analyst is responsible for conducting highly technical research and analysis projects to provide senior management with definitive financial data and advice for their use in setting and realizing strategic objectives.

Supervisory Responsibilities

:

Degree of Supervision Received: Minimal

Supervision Received (Title): Director Financial Planning Analysis and Tax

Degree of Supervision Given: None

Supervision Given to (Titles): N/A

Essential Functions

:

Manages various activities associated with the development and implementation of the annual budget and quarterly forecast/capital plan update process. Participates in meetings with executives, business unit leaders, and cost center managers to identify opportunities to improve business performance. Conduct independent research and analytical projects involving financial modeling/forecasting to provide senior management with definitive financial trend date and advice for their use in setting and realizing strategic objectives. Assist with the design of projects, modeling Cost/Benefit Analysis, development of financial Business Cases and may lead projects of moderate scope. Perform detailed, interpretative financial analysis utilizing complex financial tools to demonstrate scenarios/activities. Build and maintain forecasting models/tools; work in collaboration with business groups to provide insightful analysis. Play a role in cross functional efforts, teams, leveraging resources and relationships across the Bank to further team or project goals, such as value realization in initiatives such as Salesforce and Banking as a Service. Ensure success through shared responsibility of team workload to achieve department/project objectives (volume, quality, timeliness of end results). Assist with the design of projects and may lead projects of moderate scope. Mentors junior team members. Demonstrate the standards and principles of the Five Star Bank experience in every interaction with internal and external customers, associates, and stakeholders. Incorporate the high-performance behaviors of teamwork, leading by example, and service in every facet of work.

Job Related Qualifications – Education and Prior Experience

:

Required:

Education: Bachelor’s Degree in Finance or Accounting or related field Prior Experience: 5+ years of Finance or Accounting or Auditing experience

Preferred:

Education: Bachelor’s Degree in Finance or Accounting or related field Prior Experience: 7+ years in Financial Planning role in a Banking environment

Competencies

:

Possess knowledge and expertise in Planning and Reporting system (Axiom). Possess knowledge of Finance and Accounting concepts and a strong business acumen + knowledge of banking industry. Excellent verbal and written communication skills with the ability to interact positively and professionally with all levels of staff and management in a manner consistent with the Five Star Bank Experience. Display an advanced understanding of bank (or applicable Business Unit within) financial statements; including awareness of key drivers/trends in major Balance Sheet and Income Statement line items. Understanding of internal control, audit methods, core business procedures, risks and related exposure Analytical ability to interpret data and present it in a meaningful and easily understood form while providing recommendations Possess a high level of attention to detail to ensure accuracy Excellent organizational skills with the ability to manage multiple priorities and meet established deadlines Proficient in Microsoft Office with the ability to learn and utilize new existing banking, accounting, and reporting and planning software applications. Display advanced proficiency in the systems/tools used to generate standard financial reports on a periodic basis.

Physical Requirements

:

Able to regularly sit for prolonged periods of time. Able to regularly stand for prolonged periods of time. Able to travel: Occasionally Extensive computer usage is required. Ability to work: Evenings Occasionally Weekends Occasionally

This job description is not exhaustive. The Senior Financial Analyst may be required to perform other duties as assigned.

#J-18808-Ljbffr

  • Senior Financial Analyst

    3 weeks ago

    Rochester, United States UR Medicine | Highland Hospital Full time

    Coordination and development of the annual operating budget for Highland Hospital. Analyzes monthly variances and provides high-level summary of significant variances to senior leadership. Budget: Coordination of the annual operating budget process f Financial Analyst, Financial, Analyst, Senior, Accounting, Budget, Banking, Healthcare

  • Senior Financial Analyst

    1 month ago

    Rochester, United States Wegmans Food Markets Full time

    Compile various Financial Reports that accurately reflect the financial position of Wegmans Food Markets. Coordinate with cross functional team members to provide actionable and timely reporting. Assist in compiling budgets for specific accounts. Per Financial Analyst, Financial, Analyst, Senior, Accounting, Grocery, Banking

  • Senior Financial Analyst

    1 week ago

    Rochester, United States Constellation Brands Full time

    This role, supporting the Corporate FP&A team, will provide analytical support to the CFO Leadership Team and broader organization to help drive both ad hoc and enterprise-level decisions. By partnering with leadership across Corporate and the divisi Financial Analyst, Financial, Leadership, Analyst, Accounting, Senior, Manufacturing, Technology

  • Principal Financial Analyst

    4 days ago

    Rochester, New York, United States Five Star Bank Full time

    Position Title: Senior Financial AnalystReporting To: Director of Financial Planning, Analysis, and TaxationDepartment: FinanceFLSA Classification: ExemptObjective: The Senior Financial Analyst is responsible for executing research and analytical projects to furnish senior leadership with essential financial information to support strategic goals.Key...

  • Senior Financial Analyst

    2 weeks ago

    Rochester, United States Wegmans Food Markets Full time

    This position is based in our Rochester, NY offices. We offer flexible work solutions including a hybrid work schedule. As a Senior Financial Analyst at Wegmans, you will prepare financial reports, perform month-end closing processes, analyze & interpret results. You will collaborate with business stakeholders to provide financial transparency & support...

  • Senior Financial Analyst

    4 days ago

    Rochester, Minnesota, United States The Mayo Clinic Full time

    Position OverviewThe role of Financial Analyst II is pivotal within our esteemed organization, renowned for its commitment to excellence in healthcare. This position is part of a structured series of finance analyst roles within a comprehensive, multi-specialty academic medical institution.Key ResponsibilitiesEnsure the accuracy and reliability of financial...

  • Senior Financial Analyst

    4 days ago

    Rochester, Minnesota, United States The Mayo Clinic Full time

    Position OverviewThe role of the Financial Analyst II is pivotal within our esteemed institution, renowned for its commitment to healthcare excellence. This position is the second tier in a structured series of finance analyst roles, specifically designed for a multi-site, multi-specialty academic medical center.Key ResponsibilitiesEnsure the accuracy and...

  • Senior Financial Analyst

    4 weeks ago

    Rochester, United States Wegmans Full time

    This position is based in our Rochester, NY offices. We offer flexible work solutions including a hybrid work schedule. As a Senior Financial Analyst at Wegmans, you will prepare financial reports, perform month-end closing processes, analyze & interpret results. You will collaborate with business stakeholders to provide financial transparency & support...

  • Lead Financial Analyst

    4 days ago

    Rochester, New York, United States UR Medicine | Highland Hospital Full time

    Position Overview:The Senior Financial Analyst will be responsible for the coordination and formulation of the annual operating budget for UR Medicine | Highland Hospital. This role involves a thorough analysis of monthly financial variances and the provision of comprehensive summaries regarding significant discrepancies to the executive team.Key...

  • Senior Lease Credit Analyst

    4 days ago

    Rochester, Michigan, United States Stellantis Financial Services Full time

    Company Overview:Stellantis Financial Services (SFS) operates as the dedicated finance entity for a prominent global automotive manufacturer, encompassing renowned brands such as Abarth, Alfa Romeo, Chrysler, Citroen, Dodge, DS Automobiles, Fiat, Jeep, Lancia, Maserati, Opel, Peugeot, Ram, Vauxhall, Free2move, and Leasys.Career Growth:Our dynamic expansion...

  • Senior Manufacturing Financial Analyst

    5 days ago

    Rochester, New York, United States IDEX Full time

    If you are seeking a unique opportunity to advance your career, you have come to the right place. At IDEX, we offer a dynamic environment where you can leverage your skills and acquire new ones while making a significant impact. With diverse opportunities in engineering, marketing, sales, supply chain, operations, HR, finance, and more across over 40...

  • Senior Project Financial Analyst

    5 days ago

    Rochester, New York, United States Colliers Engineering & Design Full time

    Overview Colliers Engineering & Design is looking for a Senior Project Financial Analyst to become a vital part of our team. In this role, you will collaborate closely with project managers and financial teams to deliver comprehensive accounting support and insightful financial analysis. Your responsibilities will encompass the evaluation and reconciliation...

  • Senior Financial Analyst

    1 day ago

    Rochester, New York, United States Paychex Full time

    Job SummaryWe are seeking a highly skilled Senior Accountant to join our team at Paychex. The successful candidate will be responsible for assisting in the preparation of financial statements, conducting month-end close tasks, and performing complex accounting and financial analysis.Key ResponsibilitiesPrepares and posts journal entries to the General...

  • Senior Risk Analyst

    3 weeks ago

    Rochester, United States Insight Global Full time

    Title: Senior Analyst, Risk Management Location: Rochester, NY 14626 - Onsite/HybridDuration: PERMDesired Skills and Experience: 3+ years of experience as a Risk AnalystExperience with vendor risk management or third party risk managementExperience in financial services Highly organized and comfortable talking with and to all levels of an...

  • Senior Risk Analyst

    3 weeks ago

    Rochester, United States Insight Global Full time

    Title: Senior Analyst, Risk Management Location: Rochester, NY 14626 - Onsite/HybridDuration: PERMDesired Skills and Experience: 3+ years of experience as a Risk AnalystExperience with vendor risk management or third party risk managementExperience in financial services Highly organized and comfortable talking with and to all levels of an...

  • Senior Lease Credit Analyst

    4 days ago

    Rochester, Michigan, United States Stellantis Financial Services Full time

    Company Overview:Stellantis Financial Services (SFS) operates as the dedicated finance entity for a prominent global automotive manufacturer, encompassing a diverse portfolio of renowned brands. Our rapid expansion offers numerous opportunities for career progression as we evolve from a small to a midsize enterprise within a few years. We are committed to...

  • Lead Financial Analyst

    4 days ago

    Rochester, New York, United States Wegmans Full time

    This role offers a dynamic opportunity within our organization, focusing on financial analysis and reporting.Position Overview:As a Senior Financial Analyst, you will be responsible for generating comprehensive financial reports, executing month-end closing activities, and interpreting financial data to provide insights.Key Responsibilities:- Develop and...

  • Financial Analyst II

    3 months ago

    Rochester, United States The University of Rochester Full time

    Financial Analyst II Next Job Apply for Job When you are ready to apply, registering only takes a minute. Your online account allows you to upload your resume or CV, apply for jobs and access our online career tools. For general questions about the o Financial Analyst, Analyst, Financial, Banking, Education

  • Senior Credit Analyst

    1 month ago

    Rochester, United States Stellantis Financial Services Full time

    Stellantis Financial Services (SFS) is the new captive finance company for one of the world's leading automakers and a mobility provider with iconic brands including Abarth, Alfa Romeo, Chrysler, Citron, Dodge, DS Automobiles, Fiat, Jeep®, Lancia, Maserati, Opel, Peugeot, Ram, Vauxhall, Free2move and Leasys. Our exciting growth provides opportunities to...

  • Sr Financial Analyst

    3 days ago

    Rochester, United States Paychex Full time

    Supports the Financial Planning & Analysis process for designated areas/functions including preparation of the annual financial plan, periodic forecasts, and monthly variance analysis of actuals compared to plan and forecasts to monitor business perf Financial Analyst, Financial, Analyst, Financial Planning, Banking