Senior Financial Analyst

First Fed

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profile Job Location:

Bellingham, MN - USA

profile Monthly Salary: $ 87151 - 148157
Posted on: 5 days ago
Vacancies: 1 Vacancy

Job Summary

Position Purpose

The Senior Financial Analyst will play a critical role in supporting the banks Financial Planning & Analysis (FP&A) function investment analysis and financial modeling activities. This individual will provide key inputs for Asset Liability Management (ALM) and contribute to supporting the accounting and finance function at a $2 billion community bank. The position offers a unique opportunity to partner closely with senior leadership and drive impactful financial initiatives.


Essential Functions

  • Support FP&A processes including budgeting forecasting variance analysis and management reporting.
  • Conduct thorough investment pre-purchase analysis to evaluate opportunities and risks across portfolios and new initiatives.
  • Develop maintain and enhance complex financial models to support business planning scenario analysis and capital allocation decisions.
  • Collaborate with teams to provide accurate inputs for asset liability strategies and balance sheet optimization.
  • Prepare sources and uses reporting on a regular basis (every 2 weeks or as directed).
  • Assist with ALCO and pricing committee research and meeting materials.
  • Assist in annual budgeting process and monthly forecast processes.
  • Assist with ALCO and ALM reporting including inputs and assumptions
  • Assist with external investor presentations
  • Prepare presentations and reports for executive management Board committees and regulatory bodies.
  • Monitor financial performance trends and recommend actionable insights for improving profitability and risk management.
  • Support senior and executive management reporting and ad hoc reporting.
  • Perform related duties and responsibilities as required.


Qualifications & Requirements

  • Bachelors degree in Finance Accounting Economics or a related field required; Masters degree or MBA preferred.
  • Professional certification (e.g. CFA CPA) strongly preferred.
  • Minimum 6 years of progressive experience in financial analysis preferably in banking or financial services.
  • Demonstrated expertise in FP&A investment analysis and financial modeling.
  • Experience with asset liability management concepts and practices is highly desirable.
  • Exceptional analytical and quantitative skills with the ability to interpret complex financial data.
  • Strong proficiency in Microsoft Excel PowerPoint and financial modeling software; familiarity with banking systems and reporting tools.
  • Excellent verbal and written communication skills with the ability to present findings clearly to diverse audiences.
  • Attention to detail organizational skills and the ability to manage multiple priorities in a fast-paced environment.
  • Collaborative mindset and proven ability to work effectively across departments.


Physical Requirements

The work requires the ability to operate office machines and equipment such as personal computers printers copying machines and telephones. The work requires the ability to communicate clearly with customers coworkers and others in person and on telephones. Work activities involve combinations of sitting/standing for extended periods.


Pay Range

Position PurposeThe Senior Financial Analyst will play a critical role in supporting the banks Financial Planning & Analysis (FP&A) function investment analysis and financial modeling activities. This individual will provide key inputs for Asset Liability Management (ALM) and contribute to supportin...
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About Company

Who We Are First Fed is a local community bank on an exciting growth trajectory with 17 locations including 12 full-service branches in Western Washington. First Fed was recognized by the Puget Sound Business Journal as a Best Workplace and a Top Corporate Philanthropist. By popular ... View more

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