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Senior Financial Analyst

Company: Beneficial State Bank
Location: Oakland
Posted on: November 11, 2019

Job Description:

Beneficial State bank's ideal candidate is a believer and supporter of enriching our local communities with us through our triple bottom line approach toward economic justice, social sustainability and profitability.
We are NOT your usual type of bank; our goal is to change the banking system for the good for all people! We are a triple bottom line B Corp who believes in putting our people first, the planet second, and profit third. We are change-agents and empowerment enablers to other businesses and nonprofits to become change-markers in delivering meaningful social justice and environmental outcome in the communities we serve.
In the role of our Senior Financial Analyst, you will be responsible for developing, maintaining and managing multiple complex driver-based financial models and financial and profitability financial analysis projects simultaneously. This role is not limited to month end reporting and analysis, accounting, budgeting, cost control, investment analysis and asset liability management; you will partner with business leaders to provide thoughtful financial advice in supporting strategic decisions.
DUTIES AND RESPONSIBILITIES

  • Manages the annual financial planning cycle, including, building and updating of the bank's financial model, creating calendar of deliverables and working with business partners on inputs
  • Creates and maintains profitability reporting by segment and provides analytics and recommendations for areas of opportunity and efficiency
  • Works closely with business partners to provide analysis for investments, new product decision making, efficiency gains and cost control
  • Identifies and drives process improvements to increase productivity; includes creation of standard and ad-hoc reports, tools, and dashboards
  • Sources and drives the use of data across the organization in support of informed decision making
    REQUIREMENT AND QUALIFICATIONS
    • Bachelor's degree or equivalent in Finance or Accounting; MBA preferred
    • 5+ years' of relevant experience with complex financial analysis under pressured and minimal supervision work environment
    • Advanced working knowledges in spreadsheet and database software, such as in Microsoft Excel, with strong quantitative financial skills
    • Prior experience of accounting and auditing financial reporting and analysis in the banking industry
    • In depth knowledge of transactions pervasive in the banking industry and accounting methods to record such transactions
      OUR BENEFITS PACKAGEWe promote a work-life balance and focus on team efforts at Beneficial State bank by offering a competitive benefit package that includes:
      • Medical/Dental/Vision/Life/STD/LTD
      • Vacation/Sick/Holiday
      • 401(K)/FSA/HSA/EAP
      • Education and Adoption Assistance
      • Bank-wide Incentive and Bonus Programs
        You are welcome here at Beneficial State bank. We are an affirmative action and equal opportunity employer. Qualified applicants will receive consideration for employment regardless of race, color, religion, sex, national origin, sexual orientation, gender identity, disability or veteran status.

Keywords: Beneficial State Bank, Oakland , Senior Financial Analyst, Accounting, Auditing , Oakland, California

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