The Finance Business Analysis Director, Experience & Marketing is a department leader and enterprise influencer skilled in reviewing/analyzing financial data including forecasts, plans and variances, providing insight, guidance, and recommendations to senior leadership. The Director is involved in creating financial models, financial reporting, providing financial analysis support, and recommendations to assigned executive and senior leaders.

Here's what you can expect from the job and what you need to be successful:

Job duties

• Prepare, review, and analyze financial forecasts and plans, analyze variances, and proactively seek new forms of analysis and offer insights, and recommendations to management, including senior leadership and executives
• Provide complex financial analysis, support, and recommendations to assigned business units, advising them through monthly P&Ls reviews; as well as analyze business unit and product profitability and forecast scenarios and offer recommendations on balance sheet positioning
• Create complex financial and staffing models to provide meaningful, actionable insights, advice, and recommendations on historic and the future financial performance to Business Unit leadership
• Participate in ALCO, Credit Risk Committee, and Pricing Committee to capture relevant business information required for forecasting
• Analyze ad hoc large data sets using Tableau and provide visual insights and/or process improvements to executive and senior leadership
• Lead in the regular maintenance/upgrades of the financial planning & analysis systems including Oracle Enterprise Planning & Budgeting Cloud Service and PROFITstar
• Prepare monthly, quarterly, and annual financial reports
• Partner with Accounting on month end financial close
• Be an expert and fluent with data sources and systems for the business that you support
• Actively participate and engage in monthly, weekly, and ad-hoc business unit meetings
• This position will support Marketing, the branches, and the Deposit product line. Experience forecasting in any of these areas would be ideal

Essential skills

• Minimum Education: Bachelor’s degree in Accounting or Finance is required
• Minimum 7 years’ experience in finance analysis and reporting with a mid-to-large size organization within the financial services industry, including experience designing, preparing, and interpreting financial reports for management reporting and analysis
• Minimum 5 years’ experience leading a diverse team including hiring, coaching and performance management
• Demonstrated command of financial modeling, financial statements, and financial planning
• Strong analytical, financial, and modeling skills with financial services industry acumen
• Strong problem-solving skills, probing to look beyond the obvious, using logic, creativity, and collaboration for the best solutions
• Strong knowledge of financial metrics including net present value, return on investment, return on equity, return on assets, and etc.
• Strong knowledge of GAAP and financial/accounting policies, internal controls, processes, and procedures
• Ability to work independently and collaborate as a team; anticipate needs and prioritize projects in a fast-paced environment with tight deadlines and high-volume peaks while producing high-quality work
• Excellent verbal and written communication skills; able to express ideas concisely and logically and ability to collaborate with internal/external partners and key stakeholders
• Ability to organize, analyze and interpret data to make recommendations compatible with the organization’s strategic goals
• Ability to use empirical data and probing questions to do root cause analysis and communicate the findings to the business
• Ability to interpret and present data in a visually compelling format to financial and non-financial audiences with the ability to lead and influence decisions across various internal functions
• Demonstrated ability to establish credibility and rapport with internal and external stakeholders
• Ability to create and deliver engaging presentations tailored to leadership
• Demonstrated ability to establish credibility and rapport with internal stakeholders
• Familiarity with Oracle EPBCS, PROFITstar, ZM, or other projection/ALM software is preferred

Location: Hillsboro, OR 97124 (HYBRID)

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First Tech is not currently offering Visa sponsorship for this position

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