Financial Analyst

First Horizon Bank

West Palm Beach (FL)

On-site

USD 70,000 - 95,000

Full time

2 days ago
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Benefits offered by this job

Medical with wellness incentives
HSA with company match
Maternity and parental leave
401(k) with 6% match

Job summary

First Horizon Bank is seeking a financial analyst to support loan and deposit pricing analysis within the Corporate Treasury Team. The role requires organizing, detailing, and communicating insights with executives, while delivering timely, well-governed analyses.

Key responsibilities include pricing analysis, dashboards, cross-functional collaboration, and ad-hoc executive reporting. Strong Excel, BI, and programming skills are preferred with a CFA/CPA pathway valued.

Qualifications

  • Bachelor’s degree; CFA or CPA preferred.
  • 3–5 years in banking/finance, operations, BI, or product teams.
  • Strong attention to detail with ability to summarize findings clearly.

Responsibilities

  • Assist with pricing analysis for deposits, loans, and credit cards.
  • Update reports and dashboards to track pricing strategy results.
  • Collaborate with Pricing Team Leaders, Product Management, and others on pricing and product strategies.
  • Respond to banker questions about rates and promotions via the Pricing Team mailbox.
  • Develop data analytics understanding and ensure procedures meet guidelines.
  • Support ad-hoc projects and executive-level reporting for loan and deposit pricing.

Skills

Analytical skills
Detail-oriented
Communication skills
Interpersonal skills
Time management
Multi-tasking
Process improvement

Education

Bachelor's degree
CFA/CPA preferred

Tools

Excel
PowerPoint
Word
Power BI
Visio
VBA
SQL
Python
R

Job description

LocationOnsite 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

Analysts on the Pricing Team are responsible for executing and cross-training across a variety of responsibilities such as:

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 .

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

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.

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