Senior Financial Analyst II

Senior Financial Analyst II

Requirements

• Bachelor’s degree in Accounting or Finance, or equivalent education and related training.
• Five years of relevant accounting or finance experience that includes complex financial analysis.
• Ability to take direction and then work independently to complete tasks while considering broader implications or necessary additional analysis.
• Ability to build consensus through communication and presentation of factual and relevant information.
• Strong verbal and written communication skills.
• Strong analytical and problem-solving skills.
• Sound and logical decision-making abilities.
• Ability to work well with others in a dynamic, team-oriented environment.
• Proficiency in computer applications such as Microsoft Office Excel, PowerPoint, Word, Outlook, and other basic software products.

Responsibilities

• Collaborates and works across the Finance division to ensure integrity of the financials and ensures sound controls and procedures.
• Experienced financial professional role that applies in-depth knowledge within own professional discipline and a deeper understanding of concepts and principles of the business to produce relevant financial analysis and reporting.
• Compiles, reviews, analyzes, and submits timely and accurate monthly reporting related to the Bank’s financial performance or strategy.
• Applies knowledge of best practices derived from experience to solve problems of higher operational or technical complexity by analyzing possible solutions using data analysis, experience, judgement and precedents.
• Reviews monthly financial close, monthly forecasting and annual financial planning processes for accuracy and reasonableness.
• Subject matter expert on products, fees, and fee codes, regulatory reporting requirements, business cycles, origination channels and accounting flow for assigned area of responsibility.
• Provides line of business (LOB) leadership with the monthly performance review package by preparing and providing explanation of changes and identification of trends for use in discussions with the Senior Financial Officer (SFO) and other members of Senior Leadership.
• Maintains a strong working relationship with supported business area to complete tasks and deliver high quality work.
• Coordinate with internal and external audits and examinations (responses to External and Regulatory requests are to be made in collaboration with Accounting Policy).

Preferred Qualifications

• Certified Public Accountant, Certified Management Accountant, or Chartered Financial Analyst
• Master’s degree of MBA
• Specific financial services or specialized industry experience.
• Proficient in Essbase/Hyperion, EPM/BPC, or other enterprise accounting software.
• Technology finance support experience including technology project financial management experience or allocation of technology costs to business lines
• Experience with capitalization of internally developed software costs
• Contract financial management experience within a technology function including, but not limited to, cloud hosting and application software