Financial Analyst
Core
Assist in budget development, financial planning, and pro forma analysis for new or discontinued facilities while modeling complex financial actions and providing strategic recommendations.
Role type
Financial Analyst
Builds
Budgets, financial models, profitability measures, and management review packages
Domain
Banking and financial services
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Financial statement analysis, pro forma modeling, budget development, profitability analysis, regulatory compliance, strategic planning, data coordination, incentive plan administration, capital project tracking
Preferred skills
MBA, experience in financial institutions, knowledge of banking industry
Responsibilities
Assist in budget development and financial planning processes, Perform pro forma analysis for new or discontinued facilities, Conduct and model moderately complex financial actions, Coordinate with management to gather and analyze financial data, Provide consultative services to managers on financial results, Develop and maintain profitability measures for portfolios and business lines, Lead division initiatives related to budgeting and capital project tracking
Seniority
Mid-level, hands-on IC