Senior Financial Analyst, FP&A
Core
Develop and maintain financial models and ad hoc reports to drive management decisions, including P&L reporting, deposit forecasting, and margin analysis.
Role type
Senior Financial Analyst (FP&A)
Builds
Monthly/quarterly financial models, P&L reports, deposit forecasts, and NIM margin analyses
Domain
Banking / Financial Planning & Analysis
Deliverable
production ML models | dashboards & analysis
Required skills
Financial modeling, Advanced Excel (Pivot Tables, VLOOKUP, SUMIFS, macros), Financial statement analysis, Data extraction and manipulation, Budgeting and forecasting
Preferred skills
CFA/CPA designation, SQL, Database query tools
Responsibilities
Develop and maintain financial models for management distribution, Perform ad hoc reporting and analysis requests, Enhance financial analysis processes and documentation, Liaise with business units to extract and manipulate data
Seniority
Senior, hands-on IC