Strategic Financial Analyst

1 week ago

Troy, Michigan, United States Milestone Bank (Formerly LCA Bank) Full time

Company Overview

Milestone Bank is a comprehensive financing institution that specializes in SBA 7(a) loans, equipment financing, and capital loans. We provide a diverse array of financing solutions, from standard leases to small business loans throughout the United States.

Founded in 2005, Milestone Bank (formerly LCA Bank) has evolved to enhance its funding capabilities. As a direct lender, we streamline the application process, offering tailored financing solutions that meet the unique needs of our clients while ensuring direct access to our Customer Care Team.

Located in Troy, Michigan, Milestone Bank has been dedicated to serving its vendors, customers, and brokers since its inception in 1988. We have consistently adapted to the dynamic economic landscape, developing innovative financing programs, professional marketing support, and user-friendly leasing tools for our clientele.

Position Overview

The Financial Planning and Analysis (FP&A) role is vital in delivering financial insights and support to facilitate strategic decision-making. This position encompasses budgeting, data analytics, forecasting, financial analysis, and performance reporting, all aimed at maintaining the bank's financial stability and alignment with its business objectives.

Key Responsibilities

  • Oversee the annual budgeting process, including preparation, consolidation, forecasting, and review of departmental budgets.
  • Collaborate with department leaders to gather inputs and ensure alignment with the bank's strategic objectives.
  • Monitor and report on budget variances, providing actionable insights and recommendations for corrective measures.
  • Develop and enhance existing financial models to support strategic initiatives and long-term planning.
  • Prepare regular forecasts and projections to anticipate financial outcomes and facilitate informed decision-making.
  • Conduct scenario analyses to assess the financial implications of various business decisions and market conditions.
  • Analyze financial performance by collecting, monitoring, and studying data; recommending actions based on findings.
  • Prepare and present financial reports, including variance analysis, KPI tracking, and management dashboards.
  • Assist in the preparation of monthly, quarterly, and annual financial reports.
  • Track key performance indicators (KPIs) and financial metrics to evaluate overall business performance.
  • Provide insights and recommendations to senior management based on financial analysis and trends.
  • Support cost-saving initiatives and efficiency improvements across the organization.
  • Participate in strategic planning sessions, providing financial input to support the bank's growth and profitability.
  • Develop financial tools and models to assess new business initiatives.
  • Conduct competitive analysis and market research to guide strategic decisions.
  • Assist in mergers, acquisitions, and other strategic projects as needed.
  • Work closely with finance, accounting, and other cross-functional teams to ensure accurate and timely financial information.
  • Communicate financial insights and recommendations to senior management and stakeholders.
  • Support internal and external audits by providing necessary financial documentation and explanations.

Qualifications

  • 3+ years of experience in financial planning and analysis, preferably within the banking or financial services sector.
  • Strong proficiency in financial modeling, forecasting, and budgeting.
  • Advanced knowledge of financial software and tools, including Excel, SQL, and financial reporting systems.
  • Expertise in business reporting tools such as Power BI, Tableau, and Excel.
  • Excellent analytical, problem-solving, and critical-thinking skills.
  • Strong attention to detail and ability to work under tight deadlines.
  • Effective communication and interpersonal skills, capable of presenting complex financial information to non-financial stakeholders.
  • Ability to produce clear and understandable reports and dashboards.
  • Knowledge of banking regulations and compliance standards is advantageous.
  • Exceptional written and verbal communication skills.
  • Strong organizational and time management skills.
  • Ability to work both collaboratively in a team environment and independently in a hybrid structure.

Education

  • Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA or relevant certification (e.g., CFA, CPA) preferred.

Work Environment

This position operates in a professional office setting, primarily sedentary, requiring long periods of time working at a computer. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Equal Opportunity Employer

Milestone Bank is an Equal Opportunity Employer, maintains a drug-free workplace, and complies with ADA regulations as applicable.

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