Senior Financial Analyst

3 weeks ago


Raleigh North Carolina, United States First Citizens Bank Full time
Overview:
Senior Financial Analyst in this role will work collaboratively with all members of the Treasury Liquidity and Balance Sheet Management team and their risk partners to develop/implement methods to track progress and performance across strategic initiatives and programs, including implementation of new regulatory requirements and enhancements to current processes

Responsibilities:
Delivery and maintenance of project plans, showing daily and weekly deliverables, key milestones, reviews, and key dependencies.

Monitoring and status tracking of identified gaps and issue remediation efforts.

Prioritize, address, and resolve daily project coordination challenges independently.

Summarize observations/findings effectively into PowerPoint presentation.

Summarize project status, key observations, risks, and issues effectively into PowerPoint presentations.

Manage the development and maintenance of process documentation across the Liquidity and Balance Sheet Management program, including process flows.

Proactively engages in follow up with relevant stakeholders to address open questions.

Liaise with Technology team(s) to implement and test developed changes and/or investigate related data/process issues.

Data Analysis - Sources, compiles, and interprets data. Performs complex data analysis, effectively communicating and directing analysis output.

Reporting - Produces reports based on data analysis, company trends, and financial processes. Conveys patterns, problems, and areas of improvement. Conducts other internal reporting projects as needed. May develop process enhancements based on reporting.

Business Support - Provides support to management, associates, and other key groups via analysis output and financial expertise. Coordinates information and process updates across systems. May prepare documentation, presentations, or other materials for business purposes.

Financial Support - Tracks performance across assigned systems, products, or business units, and identifies issues limiting potential gains. Recommends workflow changes to achieve financial goals or minimize financial impact. Assists management in implementing recommended changes, and in ensuring compliance.

Peer Leadership - Assists management with the onboarding and training of new staff. Mentors less experienced staff, including review of daily output and coaching.

Qualifications:
Bachelor's Degree and 6 years of experience in Finance or Analytics OR High School Diploma or GED and 10 years of experience in Finance or AnalyticsPreferred Qualifications:

 

Exceptional communication and interpersonal skills, with the ability to engage and influence stakeholders at all levels.

Strong aptitude and extensive usage of Microsoft Office Suite (Excel, PowerPoint, and Word), Project Management tools (MPP, JIRA).

Ability to develop and document workflow diagrams including process, system, and data flows leveraging available tools and applications (e.g., MS Visio).

Aptitude/understanding of the components of functional and technical business requirements documentation and the ability to assess for completeness.

Proficiency in technical/non-technical forms of project documentation and system/business processes. (including current state/future state and related GAP analyses).

Structured, disciplined, and accountable individual with ability to problem solve.

Project Management experience.



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