Senior Financial Analyst

2 weeks ago


Arlington, Virginia, United States First Western Trust Full time

Join Our Team as a Senior Financial Analyst

First Western Trust is on the lookout for a dedicated and skilled Senior Financial Analyst to enhance our team.

Your Role:
As a Senior Financial Analyst, you will be instrumental in guiding affluent clients towards their financial aspirations. Collaborating closely with our Finance department, you will provide thorough solutions that surpass client expectations.

Key Responsibilities:
- Coordinate, evaluate, and report on financial performance to management, presenting monthly and year-to-date financial summaries along with insightful analysis.
- Analyze essential performance indicators to uncover underlying business challenges and contribute to operational and strategic decision-making.
- Assist in developing monthly forecasts, review against analyst projections, and support strategic planning and goal attainment.
- Facilitate the annual business planning process.
- Report on weekly loan and deposit growth, summarizing significant variances by client.
- Update the FTP model monthly and resolve any discrepancies.
- Identify and monitor key clients, conducting profitability analysis and benchmarking.
- Support internal and external reporting requirements for the organization (management, Board of Directors, SEC, regulatory bodies).

What You Bring:
- Proficiency in Microsoft Office Suite, with strong Excel capabilities.
- Exceptional written and verbal communication skills.
- Self-motivated, detail-oriented, and organized.
- Ability to work autonomously as well as collaboratively within a team.
- Strong analytical skills, particularly in Excel.
- Understanding of the banking sector and macroeconomic trends.

Educational Background:
- Bachelor's Degree in Finance, Accounting, Economics, or a related field is required.

Experience:
- 1-3 years of experience in financial planning and analysis is required.

What We Offer:
At First Western Trust, we take pride in fostering a culture of innovation, collaboration, and continuous development. We are dedicated to equipping our employees with the necessary tools and resources for success, including ongoing training, a competitive compensation package, and a comprehensive benefits program.

Compensation:
Pay range is $50,400 - $65,520 per year.

Job Classification:
This is a full-time, exempt position.

First Western Financial, Inc. is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive and safe environment for all employees. We are fully committed to achieving a diverse workforce by hiring, developing, and retaining talented individuals from various backgrounds, experiences, abilities, and perspectives.



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