Financial and Customer Data Analyst

Reports to the Bank’s Controller and performs a variety of financial reporting, data analysis, and accounting activities. The position will require using multiple solutions to access, manipulate, and output data into actionable information. The selected individual will prepare a variety of reports, provide detailed analysis, and periodically make relevant recommendations. The position will also require a working knowledge and adherence to accounting policies and procedures of the Bank as well as applicable regulations. The individual will have a general knowledge of current banking and accounting principles.

 

RESPONSIBILITIES:

  • Build and Maintain familiarity with the Bank’s Data Warehouse, associated variables and meanings.
  • Complete monthly, quarterly, and annual financial reports including but not limited to the Call Report. Become Vantage Risk and Budgeting Manager superuser.
  • Prepare and analyze financial or customer behavior information, providing recommendations about areas of concern and potential improvement to fellow associates.
  • Coordinate finance and data driven projects assist with projects in other departments as needed.
  • Monitor the Bank’s financial performance against Asset Liability Management Policy and various related regulatory pronouncements.
  • Become familiar with and participate in development of Economic Value at Risk and Earnings at Risk models.
  • Interact with vendors, regulators, internal validators and auditors, and internal users regarding model development and documentation.
  • Initiate, collect, compile, and integrates business data to inform forecasts and budgets.
  • Execute variance analyses and provide understanding of operational and financial performance.
  • Supports Finance team in producing automated, actionable reporting to various constituents.
  • Supports development of business cases using appropriate financial indices and coordination with other stakeholders.
  • Ensuring data integrity through various quality assurance methods.
  • Produce portfolio, behavioral, and financial analysis with highest level of data integrity in a time sensitive fashion.
  • Conduct expense analysis related to employee salaries, recruiting costs, and turnover
  • Perform quarter-end reconciliations of assigned accounts in preparation for call reporting
  • Perform other duties as assigned by Controller or Chief Financial Officer.

 

REQUIRED QUALIFICATIONS/SKILLS/EDUCATION:

  • High School Diploma
  • 1-2 years of accounting experience
  • Strong analytical, logic, and math skills
  • Proficient in Microsoft Office Suite
  • Proficient in business writing and business reporting including charts and graphs
  • Good verbal and written communication skills, in addition to good listening skills
  • A self-starter with the ability to prioritize assignments and meet deadlines

 

PREFERRED QUALIFICATIONS/SKILLS/EDUCATION:

  • Bachelor’s Degree in Accounting, Finance, or related studies.
  • Demonstrated ability to learn and use new software and programs.
  • Asset/Liability Management experience.
  • Experience in Power BI and Python

If you are interested in learning more please, send your resume and contact information to careers@hobbsmadison.com.