Financial Analyst

First Horizon Bank; West Palm Beach (FL); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Medical with wellness incentives

HSA with company match

Maternity and parental leave

Tuition reimbursement

401(k) with 6% match

Job summary

First Horizon Bank is seeking a Financial Analyst in its Corporate Treasury team to support loan and deposit pricing analysis. The role requires strong organization, analytical, and communication skills, with a focus on pricing strategy execution and reporting.

The candidate will develop dashboards, assist with pricing implementations, and partner with Pricing Team Leaders, Product Management, and risk/compliance where needed.

Qualifications

• Bachelor’s degree; advanced degree and/or certification such as CFA or CPA preferred
• 3-5 years experience in the banking industry (Finance, Operations, Business Intelligence, or Product team) preferred; open to training experienced professionals with transferable skills
• Ability to generate high-quality work product with strong attention to detail
• Demonstrated ability to summarize analysis and research clearly and concisely in verbal and written form
• Team orientated and excellent interpersonal skills
• Ability to self-identify process gaps and weaknesses
• Strong organization, time management, and multi-tasking skills to manage responsibilities described above
• Proficient in Microsoft Office suite. Excel, PowerPoint, and Word required with Power BI, Visio, and VBA a plus.
• Experience with database reporting and programming tools such as SQL, Python, R, etc.

Responsibilities

• Assist with the analysis, implementation, and reporting of pricing strategies for deposits, loans, and credit cards
• Update and develop reports and dashboards used to track the results of pricing strategies, rate management effectiveness, and competitive environment
• Work closely with the Pricing Team Leaders, the Product Management Team, and other teams to help develop and implement pricing and product strategies designed to meet the Company’s strategic goals
• Respond to banker questions regarding product rates, offered promotions, account inquiries, etc. primarily through the Pricing Team's mailbox
• Develops sound understanding of the data and analytics, concepts, methodologies, and key assumptions used within the Pricing Team
• Partner with risk management, internal audit, and others to ensure processes and procedures are appropriate, executed, and follow Company and regulatory guidelines
• Assisting other teams in the Corporate Treasury department on ad-hoc projects, including executive-level reports covering loan and deposit pricing

Skills

Pricing analysis

Report presentation

Data storytelling

Attention to detail

Time management

Education

Bachelor's degree

CFA/CPA preferred

Tools

Excel

PowerPoint

Word

Power BI

Visio

VBA

SQL

Python

R

Job description

Job Description

Location

Onsite listed in the job posting

Overview

The Corporate Treasury Team is looking to add a financial analyst for loan and deposit pricing analysis. To be effective in this high visibility role, the analyst must be well-organized, detail-oriented, possess superior analytical and communications skills, and have a strong work ethic.

Top Candidates Must Be Able To Demonstrate History Of

• Constructing well controlled, governed, and documented processes for analysis, data management, and reporting
• Summarizing key findings and preparing succinct presentations for executives
• Meeting deadlines while independently taking initiative to drive complex projects to completion

Key Responsibilities

• Assist with the analysis, implementation, and reporting of pricing strategies for deposits, loans, and credit cards
• Update and develop reports and dashboards used to track the results of pricing strategies, rate management effectiveness, and competitive environment
• Work closely with the Pricing Team Leaders, the Product Management Team, and other teams to help develop and implement pricing and product strategies designed to meet the Company’s strategic goals
• Respond to banker questions regarding product rates, offered promotions, account inquiries, etc. primarily through the Pricing Team's mailbox
• Develops sound understanding of the data and analytics, concepts, methodologies, and key assumptions used within the Pricing Team
• Partner with risk management, internal audit, and others to ensure processes and procedures are appropriate, executed, and follow Company and regulatory guidelines
• Assisting other teams in the Corporate Treasury department on ad-hoc projects, including executive-level reports covering loan and deposit pricing

Qualifications Include

• Bachelor’s degree; advanced degree and/or certification such as CFA or CPA preferred
• 3-5 years experience in the banking industry (Finance, Operations, Business Intelligence, or Product team) preferred; open to training experienced professionals with transferable skills
• Ability to generate high-quality work product with strong attention to detail
• Demonstrated ability to summarize analysis and research clearly and concisely in verbal and written form
• Team orientated and excellent interpersonal skills
• Ability to self-identify process gaps and weaknesses
• Strong organization, time management, and multi-tasking skills to manage responsibilities described above
• Proficient in Microsoft Office suite. Excel, PowerPoint, and Word required with Power BI, Visio, and VBA a plus.
• Experience with database reporting and programming tools such as SQL, Python, R, etc.

About Us

First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com .

Benefit Highlights

• Medical with wellness incentives, dental, and vision
• HSA with company match
• Maternity and parental leave
• Tuition reimbursement
• Mentor program
• 401(k) with 6% match
• More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits

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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.