Senior Financial Analyst

The expected rate of pay for this position is shown above. Compensation offers are based on a wide range of factors including relevant skills, training, experience, education and, where applicable, licenses or certifications obtained. Market and organizational factors are also considered. In addition to your base rate of pay and a competitive benefits package, successful candidates may be eligible to receive cash or equity-based incentives based on the role and performance.

Position Title: Senior Financial Analyst

Reports To: Director Financial Planning Analysis and Tax

Department: Finance

FLSA Status: Exempt

Purpose: The Senior Financial Analyst is responsible for conducting highly technical research and analysis projects to provide senior management with definitive financial data and advice for their use in setting and realizing strategic objectives.

Supervisory Responsibilities:

Degree of Supervision Received: Minimal

• Supervision Received (Title): Director Financial Planning Analysis and Tax

Degree of Supervision Given: None

• Supervision Given to (Titles): N/A

Essential Functions:

1. Manages various activities associated with the development and implementation of the annual budget and quarterly forecast/capital plan update process. Participates in meetings with executives, business unit leaders, and cost center managers to identify opportunities to improve business performance.
2. Conduct independent research and analytical projects involving financial modeling/forecasting to provide senior management with definitive financial trend date and advice for their use in setting and realizing strategic objectives. Assist with the design of projects, modeling Cost/Benefit Analysis, development of financial Business Cases and may lead projects of moderate scope.
3. Perform detailed, interpretative financial analysis utilizing complex financial tools to demonstrate scenarios/activities. Build and maintain forecasting models/tools; work in collaboration with business groups to provide insightful analysis. Play a role in cross functional efforts, teams, leveraging resources and relationships across the Bank to further team or project goals, such as value realization in initiatives such as Salesforce and Banking as a Service.
4. Ensure success through shared responsibility of team workload to achieve department/project objectives (volume, quality, timeliness of end results).
5. Assist with the design of projects and may lead projects of moderate scope.
6. Mentors junior team members.
7. Demonstrate the standards and principles of the Five Star Bank experience in every interaction with internal and external customers, associates, and stakeholders. Incorporate the high-performance behaviors of teamwork, leading by example, and service in every facet of work.

Job Related Qualifications – Education and Prior Experience:

Required:

• Education: Bachelor’s Degree in Finance or Accounting or related field
• Prior Experience: 5+ years of Finance or Accounting or Auditing experience

Preferred:

• Education: Bachelor’s Degree in Finance or Accounting or related field
• Prior Experience: 7+ years in Financial Planning role in a Banking environment

Competencies:

1. Possess knowledge and expertise in Planning and Reporting system (Axiom).
2. Possess knowledge of Finance and Accounting concepts and a strong business acumen + knowledge of banking industry.
3. Excellent verbal and written communication skills with the ability to interact positively and professionally with all levels of staff and management in a manner consistent with the Five Star Bank Experience.
4. Display an advanced understanding of bank (or applicable Business Unit within) financial statements; including awareness of key drivers/trends in major Balance Sheet and Income Statement line items.
5. Understanding of internal control, audit methods, core business procedures, risks and related exposure
6. Analytical ability to interpret data and present it in a meaningful and easily understood form while providing recommendations
7. Possess a high level of attention to detail to ensure accuracy
8. Excellent organizational skills with the ability to manage multiple priorities and meet established deadlines
9. Proficient in Microsoft Office with the ability to learn and utilize new existing banking, accounting, and reporting and planning software applications. Display advanced proficiency in the systems/tools used to generate standard financial reports on a periodic basis.

Physical Requirements:

1. Able to regularly sit for prolonged periods of time.
2. Able to regularly stand for prolonged periods of time.
3. Able to travel:
   1. Occasionally
4. Extensive computer usage is required.
5. Ability to work:
   1. Evenings
      1. Occasionally
   2. Weekends
      1. Occasionally

This job description is not exhaustive. The Senior Financial Analyst may be required to perform other duties as assigned.