Financial Analysis Specialist

2 weeks ago


Topeka, Kansas, United States CoreFirst Bank & Trust Full time
CoreFirst Bank & Trust - Financial Planning and Analysis Specialist
Working Hours:
8:00 am to 5:00 pm, Monday to Friday
Position Overview:
The Financial Planning and Analysis Specialist is an integral member of the Data and Analytics team at CoreFirst Bank & Trust. This role focuses on corporate financial strategy and analysis, emphasizing margin planning, liquidity management, cash flow analysis, and capital allocation. The insights derived from both financial and operational data are crucial for shaping business strategies, necessitating close collaboration with team members and executive leadership to implement the bank's comprehensive Data Strategy.Key Responsibilities:
  • Assist in the annual budgeting process with an emphasis on Balance Sheet and Net Interest Margin (NIM) planning
  • Engage in the development of budgets, forecasts, and strategic initiatives
  • Create financial models to enhance forecasting accuracy
  • Prepare monthly financial projections for review by leadership
  • Evaluate variances against budgets and propose cost-saving strategies
  • Monitor performance metrics and suggest business strategies
  • Provide analytical support and reporting for leadership
  • Streamline reporting processes utilizing financial systems

Required Competencies:
  • Proactive and collaborative team-oriented approach
  • Strong financial acumen and modeling expertise
  • Proficient in financial systems and automation technologies
  • Exceptional communication and presentation skills
Skills and Qualifications:
  • Effective communicator with senior leadership
  • Expertise in financial modeling, forecasting, and analysis
  • Proficient in Excel and SQL
  • Demonstrated ability to drive organizational impact
Educational Background:
  • Bachelor's degree in Finance, Accounting, or a related discipline is required
  • Degrees in quantitative fields are advantageous
Professional Experience:
  • 3-5 years of experience in FP&A, accounting, or business analysis
  • Experience in the banking sector is preferred

Interpersonal Skills:
Requires a high level of trust, diplomacy, and tact in personal interactions.
Physical Requirements:
Ability to talk, sit, stand, walk, and lift up to 25 pounds when necessary.
Travel Requirements:
Primarily local travel during business hours.
Work Environment:
Professional office setting equipped with standard office tools.
Additional Information:
  • Applicants must successfully complete a drug screening and background check.
  • Internal candidates must meet current job qualifications.
CoreFirst Employment Practices:
CoreFirst Bank & Trust is committed to providing equal employment opportunities to all employees based on merit and performance.

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