drjobs Senior Financial Analyst II

Senior Financial Analyst II

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1 Vacancy
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Job Location drjobs

Charlotte - USA

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

The position is described below. If you want to apply click the Apply button at the top or bottom of this page. Youll be required to create an account or sign in to an existing one.

If you have a disability and need assistance with the application you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries wont receive a response).

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st Shift (United States of America)

Please review the following job description:

Serve as a strategic business consultant to specified lines of business (LOBs) providing financial analysis and guidance to support key decisions and initiatives that may include new product development pricing profitability expense efficiency and value creation ideas new investment business cases and potential divestiture or acquisition opportunities. Prepare management information and insights to guide decision making and evaluates financial performance vs. plan prior periods and the strategic plan. Support and develop recurring short and longterm financial forecasts and the annual financial plan.

ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed both major and minor which are not mentioned below. Specific activities may change from time to time.

1. Collaborates and works across the Finance division to ensure integrity of the financials and ensures sound controls and procedures. Supports reporting and analysis for additional constituencies including Board of Directors Investor Relations and various regulatory agencies.
2. Experienced financial professional role that applies indepth knowledge within own professional discipline and a deeper understanding of concepts and principles of the business to produce relevant financial analysis and reporting.
3. Compiles reviews analyzes and submits timely and accurate monthly reporting related to the Banks financial performance or strategy. These may include: proforma projections for transaction products market segmentation strategies or acquisitions; income/expense or cash flow forecasts; regulatory interpretations variance analysis and explanations for financial statement line items; or summaries charts and graphs of data to highlight key results. Ensures that source data is reliable complete and documentation is maintained to support data integrity initiatives. Interpret and summarize results and trends for Senior Leadership.
4. Applies knowledge of best practices derived from experience to solve problems of higher operational or technical complexity by analyzing possible solutions using data analysis experience judgement and precedents. Takes a new perspective on existing solutions to propose innovative solutions. Prepares and reviews materials to senior leadership summarizing issues and communicating solutions.
5. Reviews monthly financial close monthly forecasting and annual financial planning processes for accuracy and reasonableness including entries for monthend close forecast updates and Plan development. Updates and automates retrieval of financial information via the use of simple spreadsheets to more complex databases and reporting templates. Develops and performs testing of economic models as necessary. Maintains necessary documentation of source data ensuring adequate support of data integrity.
6. Subject matter expert on products fees and fee codes regulatory reporting requirements business cycles origination channels and accounting flow for assigned area of responsibility. Maintains working knowledge of generally accepted accounting principles (GAAP) building expertise related to assigned area of responsibility. Deepens understanding of more complex accounting profitability regulatory and business segment nuances including cost allocation methodology funds transfer pricing and vendor contracts.
7. Provides line of business (LOB) leadership with the monthly performance review package by preparing and providing explanation of changes and identification of trends for use in discussions with the Senior Financial Officer (SFO) and other members of Senior Leadership. Monitors financial performance for specified LOBs to detect unusual or significant changes in business trends and opportunities for improvement. Assists in preparing presentations regarding new business initiatives.
8. Maintains a strong working relationship with supported business area to complete tasks and deliver high quality work. Maintains relationships with crossfunctional departments to broaden knowledge and solve more complex situations.
9. Coordinate with internal and external audits and examinations (responses to External and Regulatory requests are to be made in collaboration with Accounting Policy). Assist in risk management governance and business continuity planning processes as necessary.


QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelors degree in Accounting or Finance or equivalent education and related training.
2. Five years of relevant accounting or finance experience that includes complex financial analysis.
3. Ability to take direction and then work independently to complete tasks while considering broader implications or necessary additional analysis.
4. Ability to build consensus through communication and presentation of factual and relevant information.
5. Strong verbal and written communication skills.
6. Strong analytical and problemsolving skills.
7. Sound and logical decisionmaking abilities.
8. Ability to work well with others in a dynamic teamoriented environment.
9. Proficiency in computer applications such as Microsoft Office Excel PowerPoint Word Outlook and other basic software products.

Preferred Qualifications:
1. Certified Public Accountant Certified Management Accountant or Chartered Financial Analyst
2. Masters degree of MBA
3. Specific financial services or specialized industry experience.
4. Proficient in Essbase/Hyperion EPM/BPC or other enterprise accounting software.
5. Experience with macros/VBA.

General Description of Available Benefits for Eligible Employees of TIH Insurance: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits though eligibility for specific benefits may be determined by the division of TIH Insurance offering the offers medical dental vision life insurance disability accidental death and dismemberment taxpreferred savings accounts and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by fulltime or parttime status) during their first year of employment along with 10 sick days (also prorated) and paid holidays. Depending on the position and division this job may also be eligible for restricted stock units and/or a deferred compensation plan. As you advance through the hiring process you will also learn more about the specific benefits available for any nontemporary position for which you apply based on fulltime or parttime status position and division of work.

CRC supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race gender color religion citizenship or national origin age sexual orientation gender identity disability veteran status or other classification protected by law. CRC is a Drug Free Workplace.

EEO is the LawPay Transparency Nondiscrimination Provision EVerify


Required Experience:

Senior IC

Employment Type

Full-Time

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