Financial Analyst IV – Reporting and Analytics FP&a

Financial Analyst IV – Reporting and Analytics FP&a

Requirements

• Bachelor’s degree and a minimum of 5 years’ experience OR Associate’s degree and a minimum of 7 years’ experience in accounting, auditing, operations or financial institutions
• Comprehensive understanding of concepts and principles in multiple disciplines including finance and accounting
• Proficiency in accounting / finance analysis, modeling, querying and visualization tools

Responsibilities

• Allocates work as a team leader; trains and mentors/develops junior team members.
• Possess ability to direct/persuade/influence peers and manager
• Conduct independent research and complex analytical projects involving financial modeling/forecasting to provide senior management with definitive financial trend data and advice for their use in setting and realizing objectives.
• Designs projects to solve business challenges, and may lead projects of moderate scope.
• Ensure success through shared responsibility of team workload to achieve department/project objectives (volume, quality, timeliness of end results)
• Build and maintain advanced models/tools; work in collaboration with business groups to provide insightful analysis.
• Develop clear, concise summations of analytical work through presentations, visualizations, and written summaries as needed
• Displays complex judgment based on advanced analytical thought
• Shows accountability for accuracy and quality of work products of the team.
• Demonstrate expert-level knowledge of finance and accounting concepts through the aggregation of financial data
• Display an expert-level understanding of M&T’s (or applicable Business Unit within) financial statements; including awareness of key drivers/trends in major Balance Sheet and Income Statement line items
• Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite. Identify risk-related issues needing escalation to management.
• Promote an environment that supports belonging and reflects the M&T Bank brand.
• Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
• Complete other related duties as assigned.

Preferred Qualifications

• Bachelor’s degree in Finance, Accounting, Management Information Systems
• Finance / FP&A experience desired
• Experience with Power BI, Tableau, Alteryx, Oracle EPM suite, Essbase
• Advanced degree or professional certification (i.e. CPA, CMA, CFA, etc.)