Financial Analyst II

Location: Onsite listed in Charlotte, NC; Jacksonville, FL; Coral Gables, FL; Birmingham, AL; New Orleans, LA; Memphis, TN

SUMMARY
The Financial Analyst II position plays a strategic role in supporting Consumer Line of Business and Regional leadership by delivering timely, insightful, and actionable financial analysis, reporting, and business performance insights. This role is responsible for designing and producing reports and dashboards, conducting financial modeling, and partnering with stakeholders to support planning, forecasting, and performance management. The ideal candidate is a problem solver with strong technical expertise in Excel, Essbase, Power BI, and PowerPoint.

ESSENTIAL DUTIES AND RESPONSIBILITIES
• Assists in the preparation of daily, monthly, quarterly, and annual financial reports
• Sourcing data for regular and ad hoc reporting from core systems and other bank databases
• Analyzes financial data for trends and anomalies
• Supports financial functions including: budgeting, forecasting, funds transfer pricing, profitability, interest rate risk and investment management
• Assists in the maintenance and development of the systems used for various areas including reporting, forecasting, analysis, funds transfer pricing and profitability
• Conducts research and analysis to provide management with definitive financial data
• Participates in ad hoc financial projects as required
• All other duties as assigned

SUPERVISORY RESPONSIBILITIES
No supervisory responsibilities

COMPLIANCE
Ability to comprehend and adhere to Federal and State banking regulations, Company policies and procedures, and successfully participate in regulatory and Company training requirements via multiple and variable delivery methods.

QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position:

1. Bachelor (4-year college) degree in Finance or similar discipline
2. 3-5 years of experience or equivalent combination of education and experience
3. Solid understanding of finance principles, including bank balance sheets
4. Strong analytical skills with ability to identify trends, perform complex calculations and interpret data
5. Strong presentation (oral and written communication) skills with ability to effectively communicate to senior executives and finance partners
6. Advanced computer skills required: Excel, Access, PowerPoint
7. Highly preferred skills: Hyperion Essbase, SQL, Alteryx, Power BI
8. Team orientation and excellent interpersonal skills
9. Ability to manage multiple tasks and meet deadlines

CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc)
None required