Financial Analyst II – FP&a

Financial Analyst II – FP&a

Requirements

• Bachelor’s degree and a minimum of 2 years of experience OR Associate’s degree and a minimum of 4 years of experience in accounting, auditing, operations or financial institutions
• Good knowledge of finance and accounting concepts + basic knowledge of banking industry
• High level of PC competencies (Excel, PowerPoint, Word, Access. Data visualization or data querying applications are a plus.)

Responsibilities

• Provides cross training/support to new team members
• Compile facts, analyze data and provide input into recommendations to management on findings/trends. Assist with the design of projects and may lead projects of moderate scope.
• Research and compile raw data from varied sources into moderately complex reports and schedules. Execute & suggest improvements/enhancements to existing forecast models/pro forma analysis by working with others on closely related teams to exchange information in a collaborative and professional manner
• Enhance the sustainability & documentation of assigned tasks/processes
• Uses judgment based on the analysis of information to identify meaningful information
• Display proficiency in the systems/tools used to generate standard financial reports on a periodic basis
• Demonstrate a working knowledge of finance and accounting concepts through the aggregation of financial data
• Display foundational 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
• Participate in training and development opportunities across Finance and among supported businesses
• Understand and adhere to department timelines and deliverables
• 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.
• 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 or Accounting or related field