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Principal Financial Analyst

2 months ago

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

Position Title: Senior Financial Analyst

Reporting To: Director of Financial Planning, Analysis, and Taxation

Department: Finance

FLSA Classification: Exempt

Objective: 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 Responsibilities:

  • Oversee the budgeting and forecasting processes
  • Perform financial modeling and projections
  • Examine financial data and deliver actionable insights
  • Work collaboratively with various business units on initiatives
  • Support cross-departmental projects
  • Guide and mentor junior analysts

Qualifications:

  • Bachelor's Degree in Finance or Accounting
  • Minimum of 5 years in Finance or Accounting roles
  • Familiarity with Planning and Reporting systems (e.g., Axiom)
  • Strong communication abilities
  • Comprehensive understanding of the banking sector
  • Proficient in Microsoft Office Suite

Physical Demands:

  • Ability to sit and stand for extended periods
  • Occasional travel may be required
  • Frequent use of computers
  • Willingness to work evenings and weekends as necessary

This job description is intended to provide a general overview of the role. The Senior Financial Analyst may be tasked with additional responsibilities as needed.