Financial Analyst II

3 weeks ago

Plano, United States First United Bank and Trust Full time
Join Our Team

We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009 Browse this page to find out more about the First United culture and the many benefits of working here. Then, use our "Get Started" section to take your first step to being a part of First United.

The Position Job TitleFinancial Analyst II Job Description

First United Bank & Trust / Durant, OK & Plano, TX/ Financial Analyst II. Duties: Responsible for analyzing & reviewing financial projects that primarily focus on increasing bank efficiency & profitability; developing & maintaining reporting models, including branch reports, branch level board reports, community bank & bank budget model & process improving & automation; preparing & delivering executive weekly, monthly, & quarterly management reports; performing work on assigned projects daily, primarily dealing with increasing bank profitability & efficiency; reviewing & analyzing financial statements & other business-related reports to provide insight to bank presidents on their performance; reviewing & analyzing upcoming changes in market trends & bank regulations & policies; assessing performance & suitability of models by evaluating their mathematical theory & construct, & analyzing relevance of assumptions, accuracy of data & calculations; aggregating & analyzing recommendations as well as identifying possible trends & risks; performing budgeting & forecasting for bank & community branches; administering Precision Lender; administering Financial Modeling database; building models & other forecasting tools for use by other employees & departments; performing other duties as requested by Executive Management team or Supervisor; completing all required compliance exams on yearly basis; generating solutions to problems & suggests alternative solutions when necessary; & performing as contributor in Bank-wide projects. Must have bachelor's degree in Finance, Accounting, or closely related field, or foreign equivalent along with 2 years of banking industry experience or, in alternative, master's degree in Finance or closely related field where coursework included multiple courses related to banking. Additionally, strong knowledge of accounting & financial statements; identifiable work or academic experience in Advanced Visualization Tools & Database Management with SQL & at least three of following software packages: Tableau, Power BI, Alteryx, & Power Point; identifiable work or academic experience showing advanced proficiency with MS Excel; identifiable work or academic experience in Advanced Financial Modeling; identifiable work or academic experience in time-series analysis, comparable analysis, what-if analysis, & cost driver analysis; identifiable work or academic experience requiring maintaining high level of data & reporting integrity; identifiable work or academic experience in understanding & use of return on investment, net present value, internal rate of return, & short & long-term CAPEX planning & cashflow is required for position. Expected to work two days per week in Plano, Texas, office, & one day per week in Durant, Oklahoma, office. Remote work permitted two days per week. Other than commuting to Plano, Texas, &/or Durant, Oklahoma, this position requires only incidental domestic travel.

To apply visit www.firstunitedbank.com/careers, click Start Here, search for Financial Analyst II, & click Apply.

All Locations:Durant-Corporate, Plano-Parkwood

If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at HR@firstunitedbank.com for assistance.

First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.

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