Senior Financial Analyst

Job Title Sr. Financial Analyst

Full-Time | Hybrid

Requirements

• 5 years of experience within a banking institution, demonstrating a deep understanding of banking financial statements, GAAP, and interest-rate dynamics.
• Axiom or Strata system experience
• Expertise in Financial Modeling: Advanced ability to execute complex planning, budgeting, forecasting, and scenario analysis models.
• Technical Proficiency: High-level Excel skills; experience with query-based report writing, data validation techniques, and procedural controls.
• Leadership & Development: Proven ability to lead, mentor, and train team members to foster professional growth.
• Analytical Problem-Solving: Ability to resolve complex data issues independently, manage multiple concurrent projects, and meet strict deadlines.
• Communication: Exceptional verbal and written communication skills with the ability to present complex financial data to senior and executive leadership.
  
  

Preferred:

• Software Experience: Proficiency with FP&A software (Axiom/Strata), core banking systems (COCC), and accounting systems (Prologue).
• Process Improvement: Demonstrated history of enhancing FP&A workflows through automation, dashboarding, and data quality initiatives.
  
  

Job Description: As a Senior Financial Analyst, you will play a critical role in shaping the Bank’s financial strategy through rigorous budgeting, forecasting, and profitability analysis. You will partner directly with executive leadership, providing strategic insights that drive institutional performance while ensuring the highest level of data integrity. In this role, you will lead data maintenance efforts and mentor FP&A team members to ensure the team remains high-performing and scalable. The ideal candidate is a mature, professional strategist who can bridge the gap between technical data management and executive-level financial reporting.

Responsibilities

• Executive Reporting: Review and maintain financial packages for executive management and the Board of Directors.
• Strategic Analysis: Conduct profitability analysis by product, branch, and customer segment; identify performance drivers and recommend actionable solutions.
• Systems Optimization: Partner with IT and Accounting teams to optimize reporting tools and financial systems; drive automation and enhanced dashboarding.
• Data Integrity: Lead data maintenance components of the FP&A process, ensuring accuracy across all planning and reporting models.
• Performance Management: Analyze variances against budgets, forecasts, and prior periods to provide clear insights into business performance.
• Compliance & Support: Support regulatory reporting requirements and audit requests, maintaining a high level of discretion and professionalism.
• Team Development: Serve as a subject matter expert and mentor, training junior team members and fostering a culture of excellence and accountability.
  
  

DeWinter Group and Maris Consulting is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. We post pay scales which are based on our client pay ranges. DeWinter, Maris, and our clients have the right to modify the requirements of the role which can impact the pay ranges posted.

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