What are the responsibilities and job description for the Financial Analyst position at Choice Financial Group?
Job Summary
The Financial Analyst is responsible for providing accounting and financial analysis to support daily operations and overall business decisions that assist in short and long-term financial planning for the institution. This role is responsible for developing and maintaining spreadsheets and statistical models, along with preparing financial reports. The Financial Analyst acts as a consultant and business partner for internal teams, equipping them with analysis that allows teams to make better decisions faster, mitigate risk, and optimize performance by evaluating progress toward achieving goals and mapping out future goals and plans.
Responsibilities
Financial Analysis & Reporting
- Analyze financial reports and translate them into concise summaries for management.
- Monitor risk which may have an impact on the company’s financial results.
- Collaborate with IT and business units to advance the company’s reporting capabilities and improve accuracy of the data.
- Maintain and develop various financial models and standard templates, ensuring quality, accuracy and focused analytic review.
Strategic Planning & Forecasting
- Research, identify and implement new approaches and methods to facilitate cost management.
- Ensure consistency of approach related to analysis techniques, key findings, and system utilization.
- Develop and prepare departmental scorecards and dashboards showing high-level results and trends.
- Provide timely, relevant and accurate reporting and analysis of the results of the company’s performance against historical, budgeted, forecasted and strategic planning results to facilitate decision-making toward the achievement of the budget and strategic plan.
Consultation & Business Partnership
- Maintain relationships with and provide reporting and analytical support to business units.
- Provide analytical support for forward-looking financial and business-related projects.
- Optimize use of financial systems and tools.
Qualifications
Financial Analyst
- Minimum of 3 to 4 years of relevant experience with requisite competencies.
Financial Analyst II
- 4 to 6 years of relevant experience with requisite competencies.
Financial Analyst III
- Minimum of 6 to 8 years of relevant experience with requisite competencies.
Financial Analyst IV
- Minimum of 8 to 10 years of relevant experience with requisite competencies.
Sr. Financial Analyst
- Minimum of 10 years of relevant experience with requisite competencies.
Cultural Alignment
Choice is #PeopleFirst, banking second.
People don’t need just another bank. People need to be supported by a team of trusted partners who will get to know them and their business, understand their challenges, discover their dreams, and recognize the success in bringing people and banking together in our communities.
In contributing to our culture, Choice team members are guided by our core values.
- Embrace change and encourage innovation.
- Know when to ask for help and know when to offer help.
- Better the places we live.
- Work hard. Do the right thing. Have a little fun.
Our vision of Diversity at Choice is supported by our #PeopleFirst mission and our core values.
Being #PeopleFirst means that Choice is committed to focusing attention and resources towards creating an environment where everyone feels respected and valued and can do their best work. Doing the right thing means encouraging employees to share their experiences and ideas, and to bring their whole authentic selves to work. Together, we can build an inclusive culture that seeks out, supports, and celebrates diverse voices. We can use our diversity to fuel creativity and innovation and bring us closer to our customers and the communities we serve. Be welcome at Choice. We can see you here.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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)
