Develops financial planning systems and procedures designed to protect assets. Gathers, organizes and documents relevant financial information. Analyzes, consolidates and interprets financial data. Prepares detailed reports and presentations for review by all levels of management. Monitors actual results of financial data against plans, forecasts and budgets. Consolidates a wide range of operating and financial projections for the development of both short-term and long-term business plans.
This position requires an individual with banking and finance Essbase analysis experience (preferably in Wealth Management) and advanced problem solving skills.
The right candidate will have a solid understanding of the balance sheet and the P&L in order to perform various types of analysis on loan and deposit balances, yields and spreads, net interest income streams, non-interest revenue streams and non-interest expense line items.
Candidate must be accurate and well organized under pressure as every month and quarter-end will require candidate to manage multiple critical tasks with tight turnaround times.
Strong communication skills are also critical as the candidate will be required to work with multiple layers of the organization on a daily basis.
Additional requirements include:
Advanced level of excel and PowerPoint skill; budgeting and forecasting experience; a solid understanding of Financial Statements (i.e. balances, revenue, expenses, yield, spread, etc.); 3 -5 years of relevant finance experience; BS degree in Accounting, Finance or Business. An advanced degree is preferred.
Regions Financial Corporation - 2 years ago