- Location
- Remote
- Workplace
- Remote
- Type
- Full-time
- Department
- Finance
- Seniority
- Senior
- Source
- Pinpoint
Description
Senior Financial Analyst
Department: Finance
Employment Type: Full Time
Location: Remote
Description
What you'll do:
- Financial & Data Analytics: Execute end-to-end financial and data analytics, building and maintaining operational, financial, and compliance reporting for loan, deposit, and investment portfolios. Synthesize key findings and prepare executive- and Board-level reporting packages
- Operational Efficiency: Design, build, and automate operational dashboards to streamline corporate reporting workflows and eliminate manual data processing
- Asset Strategy Support: Perform financial modeling, yield analyses, and scenario testing across diversified investment and lending portfolios to evaluate capital deployment and profitability strategies
- Financial Planning & Forecasting: Maintain core financial planning models and drive the execution of the quarterly reforecasting process to generate reliable operational projections
- Budgeting Operations: Serve as the hands-on analytical partner during the annual budget cycle; build trend analysis models, variance reports, and baseline templates to support department leads in setting targets
- Profitability Analysis: Conduct deep-dive analyses on account origination, pricing structures, funds transfer pricing (FTP), and product-level margins for loan and deposit portfolios
What you need:
- Bachelor’s degree in Finance, Accounting, Economics, or related field with 4–6+ years of progressive financial analysis experience, featuring advanced hands-on expertise in budgeting and forecasting software (e.g., Adaptive, Workday, Hyperion)
- Meticulous attention to detail with an uncompromised standard for data integrity and reporting accuracy.
- Advanced proficiency in data querying, structuring, and reporting automation tools (e.g., SQL, Power BI, Tableau, advanced Excel)
- Demonstrated ability to translate complex financial datasets into clear summaries for department heads, executives, and Board materials
- Self-motivation to independently manage deliverables and tight reporting deadlines in a remote environment
- Direct experience with financial institution reporting (FDIC Call Reports, regulatory filings) is a plus
- Solid understanding of bank profitability drivers, including product/client/divisional margin analysis and Funds Transfer Pricing (FTP) concepts
- Practical experience building and maintaining capital allocation models to evaluate product-level return on capital