JOB FUNCTION / SUMMARY:
This position is responsible for conducting routine financial analysis and modeling for the assigned division; provides consultation on financial performance and budgetary trends; recommends cost savings or enhancement practices as applicable.
ESSENTIAL DUTIES & RESPONSIBILITIES:
- Creates and utilizes modeling to analyze routine financial actions and prepares recommendations for policy, procedure, control or action.
- Analyzes financial information to determine present and forecast future financial performance; provides interpretation of financial trends to aid in strategic decision making.
- Performs analysis to identify division performance and budget trends recommends improvements; accordingly, assists in the development and finalization of the budget, planning and other financial requirements.
- Compiles and prepares periodic variance reports and management reviews; conducts applicable research for variances.
- Evaluates routine profit plans, operating records, and financial statements to indicate return on investment or project status.
- Administers division incentive plan; tracks metrics and calculates payments; conducts correlation assessments with area performance.
- Establishes databases of pertinent information for use in analyzing future plans and forecasts
- Researches and prepares economic reports on subjects such as rate of return, depreciation, working capital requirements, investment opportunities, investment performance, and impact of governmental requirements.
- Incumbent is required to comply with all applicable federal, state, and local banking and industry related laws and regulations including but not limited to the Bank Secrecy Act.
SUPERVISORY RESPONSIBILITIES:
None.
MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:
- Bachelor’s degree, preferably in a business-related field; or equivalent combination of working experience and/or training.
- Previous related experience within a Financial Institution highly preferred.
- Thorough knowledge of financial statements, financial analysis and business strategies.
- Applicable working knowledge of the banking industry.
ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:
- Ability to travel if required to perform the essential job functions.
- Ability to work under stress and meet deadlines.
- Ability to operate related equipment to perform the essential job functions.
- Ability to read and interpret a document if required to perform the essential job functions.
- Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.
Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.
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