Financial Analyst

4 months ago


McAllen, United States Lone Star National Bank Full time

Assists with the preparation of some of the weekly, monthly, quarterly and annual budget reports.

ESSENTIAL DUTIES

The duties listed below may not include all responsibilities that the person in this role may be asked to perform. Incumbent may be required to perform other related duties as assigned.

Prepares, validates and performs ongoing maintenance of the annual budget Monitors and evaluates budget and planning reports’ consistency Prepares spreadsheets for compiling Plan reports and schedules Gathers historical data using the Jack Henry Banking System to analyze information Gathers current information to establish starting points (current salaries, new branches, new hires, etc.) and for preparing a draft of the budget for each banking center/department Reviews budget drafts with each Banking Center Manager / Department Manager coordinates with them until the budgeting process has been finalized Prepares Summary Consolidated Reports for senior management Assists in the maintenance and updating of Banking Center Financial Reports and for the dissemination of such Provides support to employees who may have questions regarding the Banking Center Financial Support Complies with all federal and state laws and regulations, and all established bank policies and procedures Maintains current knowledge of all rules, regulations and laws as they apply to BSA/OFAC/USA Patriot Act/CIP/AML
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