Financial Analyst - Experienced

Responsible for administering Personal Banking systems and analytics. Aggregates, analyzes and evaluates data to optimize business processes, procedures and business decisions. Individual must respond to a dynamic range of business objectives and formulate recommendations to management based on compiled data that enhances decision-making and effectiveness of implemented strategies.

Duties Include

• Administers key Personal Banking reporting and operational systems, including user access management, data integrity monitoring, and various business support functions.


• Oversees the Personal Banking Sales Leadership Program incentive including calculating, modeling, and submitting for approval


• Coordinates, monitors and executes production of reports used in Personal Banking Administration. Responsible for researching, compiling, analyzing and reporting various operational data from multiple sources, including productivity and/or quality statistics.


• With management direction, creates annual financial budgets and executes monthly reporting.


• Creates and maintains databases, develops and performs queries both independently and at the direction of management.


• Supports and may lead process improvement and analytics initiatives designed to enhance efficiency and decision-making across Personal Banking.


• May recommend policies, procedures and training to assure compliance with internal policies, and to maximize efficiency and customer service.

Position Requirements

• Bachelor's degree in Finance, Accounting, Mathematics or Economics and possess a cumulative GPA of 3.0 or better


• 2+ years of experience in an analytical setting


• Strong analytical, logic, and math skills


• Strong verbal and written communication skills


• Must be a self-starter and work well with others


• Advanced Excel skills required, including complex formulas, data analysis, and reporting


• Experience in Power BI and Python is a plus


• Ability to effectively communicate complex analytical findings clearly to both technical and non-technical audiences

**To be considered for this position you must reside in the area**

**Incomplete applications will not be considered** 

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