See more Collapse

Financial&Balance Sheet Analytics Specialist

1 month ago

Eugene, United States Summit Bank Full time
TITLE: Financial and Balance Sheet Analytics Specialist

REPORTS TO: Chief Financial Officer

FLSA: Non-Exempt

CATEGORY: Full Time

SHIFT: Monday – Friday 8:00am – 5:00pm

SUMMARY

The Financial and Balance Sheet Analytics Specialist reports to the Chief Financial Officer, performing analysis and preparing reports to provide management with financial data and recommendations for use in setting and realizing profit objectives. This position utilizes accounting and financial principles as well as advanced spreadsheet management tools and techniques to design and maintain internal data models and calculations. The workflow for this position operates on a project-by-project basis, necessitating initiative, flexibility, and creativity in the approach to day-to-day work activities. This position assumes responsibility and is accountable for adherence to Bank policies and procedures, as well as all applicable state and federal laws and regulations pertaining to banking.

ESSENTIAL DUTIES
  1. Operates computer terminal or personal computer to research and compile various reports using database queries and other resources such as spreadsheets.
  2. Assumes responsibility for special projects; gathers data and prepares reports for management, audits, and other personnel.
  3. Assists the Chief Financial Officer in the preparation and review of monthly and quarterly financial reports by compiling and organizing large data sets.
  4. Create and maintain mathematical models using both internal and external data to forecast and review the Bank’s financial position.
  5. Create and update investor presentation data and display charts.
  6. Maintain Bank mathematical models and reports for colleague incentive and benefit compensation plans.
  7. Ensures all related paper file systems are maintained so that necessary documents can be found easily, and documentation is consistent and complete.
  8. Any other duties as defined by management.
SECONDARY DUTIES
  1. Assumes responsibility for various department functions in the absence of staff members or in overload situations.
  2. Completes assigned Compliance Training. Maintains Compliance with the Bank’s BSA/AML policies and procedures.
GENERAL
  1. Effective time management and ability to appropriately allocate time for meeting deadlines while balancing multiple time sensitive projects.
  2. Knowledgeable with basic accounting principles, financial statements, and ratios.
  3. Comfortable with designing complex systems within Microsoft Excel, including use of VBA programming.
  4. Provides excellent personal customer service to all internal and external clients.
  5. Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions.
  6. Follows policies and procedures; completes administrative tasks correctly and on time; contributes to the overall profitability of the Bank through cost controls and expense monitoring.
  7. Applies good judgment in decision making and sees beyond immediate assignments and acts on opportunities and problem areas.
  8. Performs position safely, without endangering the health or safety to themselves or others and reports potentially unsafe conditions.
  9. Works according to established schedules, arriving on time and with a positive attitude.
  10. Supports the Bank’s goals and values; benefits the Bank through outside activities.
  11. Any other duties as defined by management.
MINIMUM REQUIREMENTS

These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.
  1. A bachelor’s degree in a related field or equivalent combination of education and experience. Work-related experience should consist of a minimum of two years of accounting or finance. Educational experience, through in-house training sessions, formal school, or related curriculum, should be applicable to finance or accounting.
  2. Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, write reports, correspondence, and procedures, speak clearly to customers, employees, directors and shareholders.
  3. Advanced computer operation skills; email, word processing, spreadsheet, and specialty software programs.
  4. Intermediate typing skills to meet production needs of the position.
  5. Excellent organizational and time management skills.
  6. Ability to read, analyze and interpret business periodicals, professional journals and technical procedures.
  7. Ability to deal with complex problems involving multiple facets and variables in non-standardized situations.
  8. Ability to work with minimal supervision while performing duties and to handle confidential information with discretion.
PHYSICAL REQUIREMENTS
  1. Repetitive use of hands such as grasping, twisting/turning of wrists, and finger dexterity necessary to perform various clerical duties such as typing, writing and maintaining files.
  2. Frequent use of arms such as pushing/pulling to open and close drawers and cabinets.
  3. Ability to sit for extended periods of time at assigned station.
  4. Ability to bend and/or reach, and to occasionally lift and carry up to 30 - 50 pounds (boxes of copy paper and/or files for storage).
  5. Continuous clarity of vision at 20 inches or less for normal processing of work.

We have other current jobs related to this field that you can find below

  • Accounting Specialist II

    1 month ago

    Eugene, United States US Oncology, Inc. Full time

    Overview Accounting Specialist II Willamette Valley Cancer Institute and Research Center are looking for an Accounting Specialist to join the finance team at their central business office in Eugene, OR. Under general supervision, this role prepares, processes, and supports accounting activity as assigned for preparation of monthly financial statements as...

  • Accounting Specialist II

    4 weeks ago

    Eugene, United States US Oncology, Inc. Full time

    Overview Accounting Specialist II Willamette Valley Cancer Institute and Research Center are looking for an Accounting Specialist to join the finance team at their central business office in Eugene, OR. Under general supervision, this role prepares, processes, and supports accounting activity as assigned for preparation of monthly financial statements as...

  • Chief Financial Officer

    2 days ago

    Eugene, United States King Estate Winery Full time

    King Estate Winery in Eugene, Oregon seeks a Chief Financial Officer. This position is responsible for the finance and accounting functions of the winery. CPA, relevant Masters degree and 10+ years finance and wine industry experience preferred.The CFO will manage the finance operatonal strategies by evaluating trends, establishing critical measurements and...

  • Chief Financial Officer

    5 days ago

    Eugene, United States King Estate Winery Full time

    King Estate Winery in Eugene, Oregon seeks a Chief Financial Officer. This position is responsible for the finance and accounting functions of the winery. CPA, relevant Masters degree and 10+ years’ finance and wine industry experience preferred.The CFO will manage the finance operatonal strategies by evaluating trends, establishing critical measurements...

  • Senior Accountant

    4 weeks ago

    Eugene, United States AssuredPartners Full time

    Overview: The Senior Accountant provides general accounting functions and manages Premium Loan financing. The Ideal Candidate As a senior accountant, quality is of utmost importance to you You possess strong technical skills and can handle complex financial situations, as well as communicate them You are a team player and have a customer service mindset,...

  • Accounting Specialist II

    2 weeks ago

    Eugene, Oregon, United States US Oncology, Inc. Full time

    OverviewAccounting Specialist IIWillamette Valley Cancer Institute and Research Center are looking for an Accounting Specialist to join the finance team at their central business office in Eugene, OR. Under general supervision, this role prepares, processes, and supports accounting activity as assigned for preparation of monthly financial statements as well...

  • Bookkeeping Specialist

    3 weeks ago

    Eugene, United States HigherRing Full time

    Job DescriptionJob DescriptionABOUT Our Company: We are the ethical outsourcing partner for socially responsible companies. We harness business as a force for good and partner with impact organizations to lighten their load and further their purpose. We create remote, impact employment where our team members and clients are valued and supported in their...

  • Life Insurance Sales Specialist

    4 weeks ago

    Eugene, United States Olsen Financial Group Full time

    Job DescriptionJob DescriptionWe are seeking insurance professionals who aspire to make a positive impact in their community by assisting families with not only a financial safety net but with building family legacies.Daily, we are contacted by those who are looking for that financial peace of mind. Our clients come to us interested in protecting their...

  • Life Insurance Sales Specialist

    3 days ago

    Eugene, United States Olsen Financial Group Full time

    Job DescriptionJob DescriptionWe are seeking insurance professionals who aspire to make a positive impact in their community by assisting families with not only a financial safety net but with building family legacies.Daily, we are contacted by those who are looking for that financial peace of mind. Our clients come to us interested in protecting their...

  • Production Specialist

    2 weeks ago

    Eugene, Oregon, United States FASTSIGNS #200501 Full time

    Job DescriptionJob DescriptionBenefits:401(k)Competitive salaryDental insuranceEmployee discountsHealth insuranceOpportunity for advancementPaid time offTraining & developmentVision insuranceSign Production Specialist OpportunityAre you passionate about crafting with your hands and take pride in your creations? Do you have a knack for precision and love...

  • Production Specialist

    4 weeks ago

    Eugene, United States FASTSIGNS #200501 Full time

    Job DescriptionJob DescriptionBenefits:401(k)Competitive salaryDental insuranceEmployee discountsHealth insuranceOpportunity for advancementPaid time offTraining & developmentVision insuranceSign Production Specialist OpportunityAre you passionate about crafting with your hands and take pride in your creations? Do you have a knack for precision and love...

  • Production Specialist

    2 months ago

    Eugene, United States FASTSIGNS #200501 Full time

    Job DescriptionJob DescriptionBenefits:401(k)Competitive salaryDental insuranceEmployee discountsHealth insuranceOpportunity for advancementPaid time offTraining & developmentVision insuranceSign Production Specialist OpportunityAre you passionate about crafting with your hands and take pride in your creations? Do you have a knack for precision and love...

  • Production Specialist

    3 weeks ago

    Eugene, United States FASTSIGNS #200501 Full time

    Job DescriptionJob DescriptionBenefits:401(k)Competitive salaryDental insuranceEmployee discountsHealth insuranceOpportunity for advancementPaid time offTraining & developmentVision insuranceSign Production Specialist OpportunityAre you passionate about crafting with your hands and take pride in your creations? Do you have a knack for precision and love...

  • Patient Access Specialist

    4 weeks ago

    Eugene, United States Robert Half Full time

    Are you a caring and compassionate individual who enjoys helping others? Robert Half is looking for considerate Patient Access Specialists with healthcare specific experience to assist our clients in the Eugene area. These important care positions frequently become available and we’re looking for individuals to grow our talent pool. The ideal Patient...

  • Human Resources Specialist and Substitute Coordinator

    2 weeks ago

    Eugene, Oregon, United States Lane Education Service District Full time

    Position Type:Human Resources/Human Resources Specialist & Substitute CoordinatorDate Posted:5/17/2024Location:Eugene, ORClosing Date:06/10/2024 Human Resources Specialist & Substitute CoordinatorFTE:8 hours per day (1.0 FTE)Salary: $ $27.03 per hourStart Date: Upon hireCalendar: 260 dayDuration: PermanentBenefits : Medical, Dental, Vision insurance, paid...

  • Human Resources Specialist and Substitute Coordinator

    3 weeks ago

    Eugene, United States Lane Education Service District Full time

    Position Type:Human Resources/Human Resources Specialist & Substitute CoordinatorDate Posted:5/17/2024Location:Eugene, ORClosing Date:06/10/2024 Human Resources Specialist & Substitute CoordinatorFTE: 8 hours per day (1.0 FTE)Salary: $18.98 - $27.03 per hourStart Date: Upon hireCalendar: 260 dayDuration: PermanentBenefits : Medical, Dental, Vision insurance,...

  • Human Resources Specialist and Substitute Coordinator

    2 weeks ago

    Eugene, Oregon, United States Lane Education Service District Full time

    Position Type: Human Resources/Human Resources Specialist & Substitute Coordinator Date Posted: 5/17/2024 Location: Eugene, OR Closing Date: 06/10/2024 Human Resources Specialist & Substitute CoordinatorFTE: 8 hours per day (1.0 FTE) Salary: $ $27.03 per hour Start Date: Upon hire Calendar: 260 day Duration: Permanent Benefits: Medical, Dental, Vision...

  • Production Specialist

    1 month ago

    Eugene, United States FastSigns Full time

    Benefits: 401(k) Competitive salary Dental insurance Employee discounts Health insurance Opportunity for advancement Paid time off Training & development Vision insurance Sign Production Specialist Opportunity Are you passionate about crafting with your hands and take pride in your creations? Do you have a knack for precision and love solving puzzles? If...

  • Production Specialist

    2 weeks ago

    Eugene, United States FastSigns Full time

    Benefits: 401(k) Competitive salary Dental insurance Employee discounts Health insurance Opportunity for advancement Paid time off Training & development Vision insurance Sign Production Specialist Opportunity Are you passionate about crafting with your hands and take pride in your creations? Do you have a knack for precision and love solving puzzles? If...

  • Sales Specialist

    4 weeks ago

    Eugene, United States Jeff Williams Insurance Agency LLC Full time

    Job DescriptionJob DescriptionBenefits:Bonus based on performanceCompetitive salaryOpportunity for advancementPaid time offTraining & developmentJob SummaryThe Sales Specialist role markets, prospects, and sells American Family Insurance products in all product lines. Maintains effective customer relationships, understands customers' needs, and matches...