Financial Planning & Business Analyst I

GENERAL PURPOSE SUMMARY Provides analytical support for financial and business-related projects and scheduled reporting, using past trends, current performance, and forecasting; contributes to the development and improvement of strategies and operational initiatives; analyzes financial and budget data on key areas impacting bank operations; and prepares complex financial reports for bank’s internal customers adhering to critical deadlines by performing the following essential duties and responsibilities: ESSENTIAL DUTIES AND RESPONSIBILITIES Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Analyzes financial data and prepares accurate monthly, quarterly, and annual financial reports and presentations for internal management and executive teams. Prepares and distributes reports and analysis on financial plan to actual performance for cost centers within the bank. Under general direction, prepares financial forecasts of bank earnings by assisting business units in developing and monitoring rolling budgets and forecasts; identifies and analyzes critical business performance results/trends using statistical methods, modeling and analytical methodologies, including analysis of income/expense, profitability, liquidity, capital, leverage, asset/liability management; and assists in business performance improvement recommendations. Provides support for annual financial planning process and software administration within planning software and other programs, including preparation and analysis of financial forecasts of bank earnings to assist business units in developing and monitoring rolling financial plans and forecasts. Provides financial planning training to business units and acts as a resource for continuous utilization of planning tools. Supports decision making by preparing dashboards, presentations, infographics, models & analytical scenario reports on an ad hoc project and recurring basis using data mined from internal sources, peer/competitor call reports, industry sources and publications for CEO, CFO, Executive and Management teams on business units. Provides guidance and training to other Financial Division staff members, reviewing various internally prepared reports for accuracy and variances. Prepares, coordinates, and maintains financial planning projects, objectives, processes and procedures as assigned, including capital planning analysis. Supports vendor management through periodic financial review processes. Performs other work-related duties as assigned by supervisor. Collects information and documentation needed to complete the loan file by communicating with customers, insurance and title companies, and bank personnel. Performs other work-related duties as assigned supervisor. COMPLIANCE EXPECTATIONS Stay up to date on relevant laws and regulations. Knowledgeable of and comply with bank policies, procedures, laws and regulations that apply to you and your job. Maintain customer confidence and protect the bank’s operations by you and your delegates by identifying and protecting confidential information.