Analyst II, Finance
Listed on 2026-01-12
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Finance & Banking
Financial Analyst, Financial Reporting
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Summary of the JobThe Analyst II, Finance is responsible for accounting, performing financial reporting, and completing analysis of assigned business units. This role will partner with business unit managers and the finance team to prepare and review operating budgets, forecasts, monthly financials, and performance analysis. This may include, but is not limited to monthly journal entries, reconciliations, income and expense analysis, loan and deposit review, business unit and regulatory reporting, and ad‑hoc analysis requests.
The position is part of the Business Segment Finance team and will work closely with the business line managers to be actively involved in day‑to‑day finance activities and other ad‑hoc analysis projects focused on driving profitability and actioning data.
The successful candidate is a self‑starter who can design, plan, and execute on preparing reports ensuring accurate, timely, and actionable financial reporting. Additional responsibilities and accountabilities include:
- Develop and maintain competency within the bank’s financial systems to facilitate segment and business unit specific reporting and analysis.
- Demonstrate a proven track record in retrieving data from multiple sources and effectively utilizing/analyzing this data and displaying it in a meaningful way to management.
- Develop, prepare, and improve financial reporting to assist in the ongoing management and evaluation of the business.
- Ensure accurate and timely completion of monthly reporting, supporting processes and variance analysis.
- Perform processes and reporting that include vendor payments, T&E processing, GL account reconciliation, and journal entries.
- Work with business unit managers for analysis of business and business products, preparation of forecasts and budgets.
- Demonstrate adaptability in adjusting analysis, reporting, and forecasting to accommodate changing business dynamics/products.
- Demonstrate ability to work with cross‑functional teams to complete tasks and improve efficiencies.
- Continuously identify opportunities for increased efficiency and accuracy.
- Identify other areas to leverage information.
- Bachelor’s degree, preferably in Finance, or equivalent experience.
- 1–3 years of financial analyst experience.
- 1–3 years of budget/forecasting experience.
- Ability to work in large and medium‑sized project teams, as a self‑directed contributor with a proven track record of being detail oriented, innovative, creative, and strategic.
- Exhibit professional behavior and promote positive working relationships. Maintain regular and predictable attendance in alignment with departmental/divisional policy.
- Compliance:
Understand and comply with bank policy, laws, regulations, and the bank’s BSA/AML Program, as applicable to your job duties. Complete compliance training and adhere to internal procedures and controls, as required. - Proficiency with Microsoft Office Products (Excel, Word, PowerPoint), and Adobe required.
- Analytical experience and/or aptitude.
- Ability to work with large amounts of data highly desired.
- Interest in financial services and commercial banking.
- Experience with Power
BI, Business Objects, Access or other reporting tools.
- Complex Excel models/calculations and Excel add‑ins.
- Budgeting/Forecasting.
- Strong aptitude for accounting and financial statement analysis.
- Independent research and problem‑solving skills.
- Detail oriented with good organizational skills.
- Strong verbal and oral communication skills.
- Ability to collaborate across departments.
Candidates must possess unrestricted work authorization and not require future sponsorship.
CompensationCompensation range (base pay): $62,047.00 – $. This role may have a specific starting pay within this range. Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level.
Work EnvironmentIt is anticipated that the…
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