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Financial Analyst Junior

Workplace Policy Hybrid Job ID 2024-5219 Date posted 12/02/2024
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Overview:

The Financial Analyst Junior is primary responsible for preparing analytical financial reports to management, analyzing the financial position of the bank and recommending strategic actions by collecting, mining, monitoring, and studying data.

Principal Duties & Responsibilities:

  • Performs data mining, querying, turning data into information, and recommending business actions, etc.

  • Formulates analysis to improve information available to Management.

  • Maintains and improves existing data analysis tools and reports.

  • Develops internal reports to present the data in most easily consumable way and surface the key insights from the data.

  • Reports on pricing / volumes (interest rates, indexes, product averages, outliers, etc.).

  • Evaluates products and lines of business based on financial information (profitability, concentration, etc.)

  • Makes recommendations for specific action and then measure the result of said action.

  • Learns how to use department tools and participates in the implementation of them (Tagetik, OneSumX, Prologue, Qlik, etc.).

  • Participates in the update of policies and procedures.

  • Monitors variances, and follows up on discrepancies.


Qualifications:
  • 2 years experience in problem solving through statistical analysis or with large data sets highly preferable.
  • Good oral and written communication skills.

  • Ability to learn to use Business Intelligence (BI) tools and technologies to collect, evaluate and analyze management information.

  • Excellent analytical skills, independent judgment and discretion required.

  • Expert in Excel (pivot tables, Vlookup, ifs & sumifs), Word and PowerPoint.

  • Experience with Wolters Kluwer ERP systems (CCH Tagetik & OneSumX) desired, but not required.


Education:
  • Bachelor's Degree in Finance/Accounting/Economics required. 

Special information to candidates:
  • Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
  • Please view Equal Employment Opportunity Posters provided by OFCCP here.
  • The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
  • Reasonable accommodation may be made to assist individuals with disabilities to complete the online application process. Please contact our Human Resources Department at 305-577-7680 or by e-mail at employment@citynational.com

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