SWBC is seeking a talented individual to assist with analyzing financial status by collecting, monitoring, and studying data, as well as recommending actions.
Why you'll love this role:
As a Financial Analyst within the Financial Institutions Group, you get the opportunity to engage with leaders and employees across a vast enterprise of products and services while making recommendations and implementing change. This position is for those who are a self-starter and love bridging the gap between financial data and business processes.
Essential duties include the following:
- Analyzes financial performance against key business metrics and document pertinent financial highlights that will enable management to determine progress against budgets.
- Improves financial and operational results by analyzing results and variances, identifying trends and recommending actions.
- Works with Senior Management and operational business partners to provide operational analysis and reporting and to drive improvements in operating expense efficiency and forecasting.
- Researches and prepares variance analysis and explanations on an ad hoc basis to support Senior Management and business decisions.
- Leads the quarterly/annual operations budgeting and planning process, as well as long range strategic planning.
- Construct and enhance processes responsible for tracking and recording capitalized labor relating to software development depreciation.
- Prepares monthly/quarterly budget versus actual variance analysis for Senior Management.
- Identifies areas of improvement in processes and tools, making recommendations, and drives operational implementation with Senior Management.
- Assists Senior Management in long-range strategic planning to include cost benefit analysis and offshore operational footprints.
- Performs all other duties as assigned.
Serious candidates will possess the minimum qualifications:
- Bachelor's Degree in Finance, Accounting, Economics, or related field from an accredited four-year college or university required.
- Minimum of two (2) years in a corporate reporting/corporate financial management role involved in financial planning, budgeting, forecasting, or related experience within the financial services industry.
- Experience working with a variety of information systems and data files, including large and complex files: analyzing file structure, using and creating file layouts, transforming raw data into finished products.
- Excellent financial modeling and analysis skills.
- Demonstrated proficiency in forecasting and an understanding of financial and operational impacts from forecasting activities.
- Strong understanding of financial statements and accounting.
- Ability to translate financial analysis into indicators for operational change and improvement.
- Advanced technology skills required for analysis and reporting of data.
- Strong interpersonal skills, verbal and written communication skills, research capabilities, and follow-up skills.
- Strong decision-making, detail-oriented, and problem resolution skills.
- Excellent communication skills, both written and verbal.
- Able to effectively manage multiple assignments, projects, and priorities.
- Able to sit for long periods of time analyzing, comparing, and validating data.
