Financial Analyst II

Position is responsible for conducting in-depth financial analysis including forecasting, budgeting, data analysis, and metric development.Build and manage financial models to support forecasting, budgeting, report creation to support long-term planning Prepare monthly business review materials with actionable commentaryAutomate and improve financial processes and reporting using tools such as Excel, Power BI, OBIE, or financial planning softwareMonitor and forecast key performance indicators (KPIs), develop dashboards, and deliver performance analyses that influence decisions within the organizationDevelop new and existing materials for senior management presentations, discussions, and reviewsActive role in the development of the annual budget and multi-year strategy plansPerform additional duties as assignedBachelor’s degree in Finance or Accounting or related field of study 2+ years of experience in Financial Planning and Analysis (FP&A) or corporate finance role Prior experience with building complex financial models Strong financial acumen with the ability to analyze financial data, budget, and translate into actional financial activities Strong analytical skills with the ability to interpret data and make recommendations Strong experience with Microsoft applications, primarily Excel, Teams, PowerPoint, Outlook, Access, SharePoint, Word, VBA and other database analysis and reporting tools Demonstrated strong written and oral communication skills, including the ability to communicate and present findings in understandable terms for appropriate management interactionsDemonstrated ability to interact with professionalism and demonstrate confidence in presentationsDemonstrated ability to manage multiple projects and exercise appropriate organization and time management skillsDemonstrated ability to develop and maintain strong relationships with key stakeholdersMaster’s degree in Accounting, Finance, or Business Administration preferred2+ years working in the financial department at a financial institution preferredStrong knowledge of OBIEE, Power BI, Cognos, or other business intelligence dashboard tools preferredPhysical Requirements/Working Conditions: Must be able to sit for long periods of time and use computer keyboard and/or mouse, while viewing computer screens.Note: This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment.

Created: 2025-10-04