Senior Financial Analyst

Leader Bank is looking for exceptionally dedicated team members to join one of the region’s fastest growing community banks and mortgage lenders. At the time of its founding in 2002, Leader Bank had one branch office, $6.5 million in assets and 7 team members. Since then, the Bank has become of the most successful banks in Massachusetts with more than $4 billion in assets, more than 400 team members, 7 branch offices, and annual mortgage originations of over $2 billion.

Exemplary products and an innovative spirit have driven Leader Bank’s rapid growth over the years, and our team members embrace these values. Our mission is to obsess over our clients, make them feel valued, and maintain long-term relationships with them by constantly enhancing our products and processes to always be improving our client experience. For our team members, Leader Bank prioritizes competitive compensation and benefits, a healthy work-life balance, and an environment that fosters diversity and inclusion.

Summary

The Senior Financial Analyst should be an entrepreneurial and open-minded individual with a desire to contribute to a fast-paced, growing company. The candidate will report directly to the Manager of Financial Planning & Analysis of the Bank and be a leader of the day-to-day activities of the treasury team.

Responsibilities

• Manage the Bank’s monthly cost accounting program, responsible for updating the model and performing analysis of results.
• Prepare the annual and 3-year budget, alongside the Bank’s CFO, Treasurer & Manager of FP&A, measuring monthly actual performance against the budget.
• Lead the Bank’s monthly budget plan, coordinating ongoing meetings with other division managers, preparing reports and other deliverables to present results.
• Produce ad hoc budget, profitability and financial analysis as needed.
• Oversee the Bank’s budget software solution. Serve as the department’s expert on the budget software, evaluating processes and recommending changes to increase efficiencies.
• Assist in the monthly financial reports for senior management, department management, the ALCO committee, and the Board of Directors as needed.
• Lead the Bank’s daily, weekly and monthly cash management process, analyzing cashflow trends and projections to ensure the Bank maintains required cash balances
• Assist in the Bank’s quarterly Asset Liability Management program, working with the Bank’s third party vendor to ensure that results are in accordance with policies and Management’s strategy.
• Lead efforts to ensure that systems, controls, and infrastructure are in place to support a high growth entity.
• Drive process improvements that result in cost savings initiatives.
• This position is highly demanding not only from the Treasurer, CFO and other senior management expectations, but also from the collaboration and needs of the other division managers.
• This position provides a great opportunity for immediate, hands on, high-level experience and is ideal for individuals looking to one day lead the finance division of a financial services institution.
• Provide ongoing guidance, training and direction of junior staff.

Qualifications

• The ideal candidate must have 5 years of banking experience, 5 years of experience in a finance role, or a combination of both.
• Bachelor’s degree (or equivalent) with a major in accounting, finance, or economics.
• Master’s degree in Finance is a plus.
• Experience working within cost accounting and/or profitability models.
• Understanding of budgeting software.
• Understanding and familiarity with Fiserv and/or Empyrean is a plus.
• Other qualifications include strong leadership, interpersonal, organizational, detail-oriented, problem-solving, planning, multi-tasking, verbal and written communication skills.
• The ideal candidate will be proficient in Microsoft Office with an advanced excel spreadsheet aptitude.

Leader Bank offers an excellent compensation and benefits package including: 401k plan with corporate match, medical and dental insurance, and the opportunity to work for a fast growing, local organization.

Leader Bank, N.A. is an Equal Opportunity and Affirmative Action employer and does not discriminate on the basis of race, color, religion, age, gender, marital status, sexual orientation, national origin, disability, military status, veteran status or any other protected class.