Bank Financial Analyst - Fort Worth, United States - First Command

Description

How Will Your Role Impact First Command?

The Financial Analyst is responsible for internal management reporting, planning and analysis of an assigned area of focus and is expected to maintain models, identify variances, and deliver analysis to department management and the Finance team.

This role will be also responsible for assisting the Accounting and Finance teams with monthly financial close and annual planning processes.

What Will You Be Doing?

Maintain financial forecasts, reports and KPI tracking

Analyze financial data and maintain financial models to project financial results

Retain industry and company knowledge to enhance variance explanation and financial reporting

Ensure accurate forecasts through coordination with Accountants on timing shifts and clearly documenting assumptions

Leverage historical trends and changes in internal or external factors to project future performance

Collaborate with business partners to ensure forecasts and analysis are relevant and any gaps to financial targets are identified

Perform ad hoc projects or analysis to enhance financial performance and better understand business drivers

Identifies developments and trends in the assigned areas and presents findings to senior management.

Any other tasks and duties as agreed with the FP&A leader.

Specific Responsibilities

Prepare annual plan and monthly reforecasts for First Command Bank and its business lines

Challenge business partners on revenue and cost trends when financial drivers indicate areas of opportunity or potential risks

Act as a valued business partner by providing informed, proactive analysis and business insights to enable effective decision-making and efficient resource utilization for First Command Bank

Contribute to business process troubleshooting and enhancement initiatives (IBM PA/PAW, Jack Henry ProfitStars) where appropriate

What Skills/Qualifications Do You Need?

Experience

Requires a bachelor's degree in accounting or finance (accounting preferred) & 5+ years of Banking Industry experience;

Or requires a master's degree in business, accounting, or finance & 2-4 years of Banking Industry experience.

Knowledge, Skills and Abilities

Experience with creating and overseeing financial models, reporting and dashboards

Experience with financial processes including month-end close, budgeting & forecasting, management reporting, variance analysis and cost allocations.

Proven ability to analyze business financial performance and implement appropriate measures to maximize financial performance

Possess knowledge and skill to break down complex concepts into easy to understand action items

Able to develop reporting and effectively present as hoc and diverse information to executives

Familiar with standard accounting (GAAP) concepts, practices, and procedures

Able to thrive in a team environment and contribute to team objectives

Excellent presentation building and delivery skills

Strong attention to detail, accuracy and organization skills

Strong work ethic and ability to think creatively

Displays sound judgement in handling confidential and sensitive information

Able to work flexible hours when needed

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