Budget Manager
Budget Manager
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USD 60000 - 70000
1 Vacancy
Job Description
Who We Are
Five Star Bank is a high performing $4.4 Billion community business bank operating through 8 offices 4 in the Capital Region 3 in the North Valley and 1 in San Francisco. With an emphasis on commercial real estate and small business we partner with organizations to help them be successful by providing highly customized banking solutions. Organizations bank with us because of our entrepreneurial and empathetic spirit speed to serve and deep connection to our market. And they trust us.
Position Overview
Reporting to the Director of Financial Reporting and Analytics the Budget Manager is responsible for leading the Companys financial quarterly forecast annual budgeting process operating plan variance analysis and special projects. The Budget Manager will provide financial consulting and strategic support to executive management including preparing Board presentations financial presentations capital expenditure analysis industry/peer group comparisons and other projects requested by executive management. The role requires the ability to work effectively under tight deadlines extreme attention to detail and perform consistently accurate high quality financial analysis.
Essential Job Functions
- Manage and support the process methodology concepts and priorities of the annual budgeting and period forecasting functions
- Conduct analyses and reporting for corporate functions including: monthly financials budget to actual comparison periodic forecasting aggregated financial profitability and graphical summaries of financial performance
- Monitor and analyze financial and operational data and performance indicators highlighting trends and analyzing causes of unexpected variance
- Analyze complex financial information and reports to provide accurate and timely financial recommendations to management for decision making purposes
- Perform periodic and ad hoc financial data analysis queries reconciliations and reports as needed from the Board of Directors Executive Team or to satisfy external client or audit requests
- Understand maintain and continually improve budgeting forecasting and profitability processes reports tools and documentation which includes reviewing validating updating and reconciling system data
- Work with the Companys core systems including: Jack Henry SilverLake Cognos Axiom Workiva and Power BI
- Other tasks as requested
- Bachelors Degree in Accounting Finance Economics Business Administration or related field or equivalent experience/training
- Minimum 5 years of experience in a financial analyst role or equal experience in similar areas in the industry of Banking/Financial Services
- Prior accounting experience commensurate with the above Job Functions
- Communication skills to effectively accurately and concisely convey information concepts instructions and ideas in oral written and presentation formats to a variety of audiences
- Sound knowledge of financial analysis principles and methods
- Ability to understand interpret and analyze complex financial data and information and translate into reports and presentations for the appropriate audience
- Strong interpersonal skills including the ability to work effectively with others resolving conflict and developing relationships
- Strong planning organizing and time management skills with the ability to prioritize work and meet deadlines
- Knowledge of accounting and financial operations and processes
- Understanding of Generally Accepted Accounting Principles (GAAP)
- Knowledge of computerized accounting/financial systems and how they are used in compiling recording and maintaining accounting/financial transactions and information
- Ability to tackle unfamiliar projects assignments and tasks with a positive attitude and influence and work in a support role
- Ability to work effectively in a dynamic and fast-paced environment with changing business priorities
- Ability to maintain and work discreetly with confidential information
Physical Demands
While performing the duties of this position the employee is in regular communication is required to use various tools or objects and has the mobility to move about the office. The employee occasionally lifts and/or moves objects up to 25 pounds. Specific vision abilities required by this position include close vision distance vision and the ability to adjust focus.
Position Type and Expected Hours of Work
This is a full-time position and typical work hours and days are Monday through Friday 8 a.m. to 5 p.m. Overtime may be required as job duties demand.
Travel
Travel is primarily local during the business day although some out-of-the-area and overnight travel may be expected.
Other Duties
The purpose of the job description is to outline the duties and responsibilities for which the position is held accountable. The job description does not restrict the right of management to change alter or reassign duties at anytime with or without notice.
EEO Statement
Five Star Bank is an Equal Employment Opportunity (EEO) employer and is committed to creating and maintaining a work environment that is free from all forms of discrimination and harassment. The Five Star Bank EEO policy prohibits harassment or discrimination due to age ancestry color disability gender gender expression gender identity genetic information marital status medical condition military or veteran status national origin race religious creed sex (including pregnancy childbirth breastfeeding and any related medical conditions) sexual orientation and any other classification protected by federal state or local laws regulations or ordinances. It also prohibits retaliation for engaging in protected activity such as filing discrimination or harassment complaint or participating in an EEO investigation. This policy shall apply to all employment actions including but not limited to recruitment hiring upgrading promotion transfer demotion layoff recall termination rates of pay or other forms of compensation and selection for training including apprenticeship at all levels of employment.
If you are a qualified individual with a disability or a disabled veteran and are unable or limited in your ability to access our website you can request reasonable accommodation by sending an email to
NOTE: Five Star Bank personnel are employed on an at-will basis. All employment is at-will and can be terminated with or without cause at any time by the Employee or by Five Star Bank for any reason or no reason whatsoever with or without notice.
Required Experience:
Manager
Employment Type
Full-Time
