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Position Overview
A well-established financial services company is seeking a highly skilled Senior Financial Analyst to join their Finance team. This individual will be responsible for delivering high-quality financial reporting, conducting in-depth financial and business analysis, and leading the calculation and forecasting of loan loss provisions. The ideal candidate is detail-oriented, analytically minded, and able to effectively communicate financial insights to cross-functional stakeholders.
Key Responsibilities
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Prepare monthly, quarterly, and annual financial reports for internal and external stakeholders, including executive management and regulatory agencies.
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Develop and maintain financial models to support budgeting, forecasting, and long-term planning initiatives.
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Conduct variance analyses to explain financial performance and provide actionable recommendations.
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Perform in-depth analysis of loan portfolio performance, credit trends, and economic indicators to support loan loss reserve calculations.
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Collaborate with lending and risk teams to assess credit risk and refine forecasting models.
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Monitor and analyze key performance indicators (KPIs) and provide insights to guide business decisions.
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Assist in the preparation of Board presentations and other executive-level reporting.
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Support audit and regulatory exam processes as needed.
Qualifications
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Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CPA/CFA preferred.
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3+ years of experience in financial analysis, reporting, or accounting, ideally within a financial institution, bank, or credit union.
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Strong knowledge of financial reporting principles, loan accounting, and credit risk modeling.
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Proficiency with Microsoft Excel and financial systems (e.g., Power BI, Tableau, or similar tools).
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Experience with CECL or loan loss reserve methodologies is strongly preferred.
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Strong analytical, problem-solving, and organizational skills.
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Excellent verbal and written communication skills.
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