Senior Business Analyst

Role overview

Financial and business analysis

• Analyze financial performance, profitability, and metrics for bank departments, offices, products, and services.
• Prepare monthly, quarterly, and annual financial and management reports; monitor KPIs and identify trends, risks, and opportunities.
• Develop financial models, forecasts, budgets, and variance analyses; assist with asset/liability reporting and daily federal funding needs.
• Evaluate branch, loan, deposit, and business-unit performance and support strategic planning with analysis and projections.
• Conduct cost-benefit analyses and develop business cases for products, services, technology investments, capital expenditures, and strategic projects.
• Document business requirements, analyze workflows and data, and recommend process improvements, system enhancements, and strategic solutions.
• Prepare reports, dashboards, and presentations for management and the Board; translate complex information into actionable recommendations.

Risk, projects, and service

• Assist in identifying operational and financial risks, maintain analytical process documentation, and support compliance, audit, and regulatory reporting.
• Protect confidential financial and customer information and maintain accurate data.
• Assist with shareholder retitling, purchases, sales, meeting preparation, and proxy distribution and collection.
• Lead and coordinate cross-functional projects and strategic initiatives; assist department colleagues with overflow projects.
• Provide high-quality service to internal and external customers and perform other assigned duties.

Candidate qualifications

• Bachelor's degree in business administration, finance, accounting, data analytics, or a related field, or an equivalent combination of education and experience.
• At least five years of experience in banking, financial services, business analysis, operations, or a related field.
• Experience in process improvement, project management, or data analysis is preferred.
• Strong analytical and problem-solving abilities and a solid understanding of banking products and financial statements.
• Ability to interpret complex data, present insights to management, manage competing priorities, maintain confidentiality, exercise sound judgment, and ensure accuracy.
• Strong communication, organizational, and project management skills; proficiency in Microsoft Office applications and reporting tools.

Benefits

• Benefits include health, dental, and vision insurance; flexible spending accounts; life and disability insurance; 401(k)/ESOP with employer match; paid holidays, vacation, and sick time; and a wellness program.