Financial Planning Specialist

2 weeks ago


McAllen, Texas, United States Lone Star National Bank Full time
Financial Analyst Job Description

Lone Star National Bank is seeking a highly skilled Financial Analyst to join our team. As a Financial Analyst, you will play a critical role in the preparation of budget reports, monitoring and evaluating budget and planning reports, and gathering historical data to analyze information.

Key Responsibilities:
  • Prepare and validate annual budgets, ensuring accuracy and completeness.
  • Monitor and evaluate budget and planning reports to ensure consistency and accuracy.
  • Prepare spreadsheets for compiling plan reports and schedules.
  • Gather historical data using the Jack Henry Banking System to analyze information.
  • Assist in the maintenance and updating of Banking Center Financial Reports.
  • Provide support to employees regarding Banking Center Financial Support.
  • Comply with all federal and state laws and regulations, and all established bank policies and procedures.
Requirements:
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and meet deadlines.
  • Knowledge of financial regulations and laws.

Lone Star National Bank is an equal opportunity employer and welcomes applications from diverse candidates. If you are a motivated and detail-oriented individual with a passion for finance, we encourage you to apply for this exciting opportunity.



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