Financial Analyst – FP&A and Financial Data Analytics

IDB Bank; New York (NY); On-site; USD 80,000 - 110,000; Full time

Job summary

IDB Bank is seeking a Financial Analyst with strong analytical skills to join their Finance team. The successful candidate will support budget planning, data analysis, and reporting, leveraging advanced Excel and SQL skills. This role offers an opportunity for personal growth in a collaborative environment, alongside a comprehensive benefits package.

Benefits

Generous paid time off

Medical coverage and 401(k) plan from day one

Diversity and inclusion initiatives

Qualifications

• 3–5 years of experience in financial analysis or data analytics.
• Strong understanding of financial statements and general ledger.
• Ability to present findings clearly to diverse stakeholders.

Responsibilities

• Contribute to forecasting and budgeting processes.
• Analyze financial data to identify trends and variances.
• Build and maintain reporting dashboards using Power BI.

Skills

Financial analysis

Budgeting

Data analytics

Communication

Problem-solving

Time management

Education

Bachelor’s degree in Finance

Bachelor’s degree in Accounting

Bachelor’s degree in Economics

Bachelor’s degree in Data Science

Tools

Excel

SQL

Python

Power BI

Qlik

Job description

Financial Analyst – FP&A and Financial Data Analytics

Financial Analyst – FP&A and Financial Data Analytics

For more than 70 years, IDB Bank has made it our mission to be the best bank for our clients by putting their needs first, and the success we’ve enjoyed fundamentally comes down to our people. Here at IDB, you’ll work side by side with some of the most talented professionals in the industry who share a strong sense of teamwork and a passion for providing exceptional service down to the smallest detail. We offer a comprehensive benefits package that includes generous paid time off and the ability to participate in our medical coverage and 401(k) plan on your very first day with us. We are also committed to diversity and inclusion, and to providing all of our team members with an equal opportunity to succeed and make meaningful contributions within a work environment that is respectful, welcoming and inclusive.

For more than 70 years, IDB Bank has made it our mission to be the best bank for our clients by putting their needs first, and the success we’ve enjoyed fundamentally comes down to our people. Here at IDB, you’ll work side by side with some of the most talented professionals in the industry who share a strong sense of teamwork and a passion for providing exceptional service down to the smallest detail. We offer a comprehensive benefits package that includes generous paid time off and the ability to participate in our medical coverage and 401(k) plan on your very first day with us. We are also committed to diversity and inclusion, and to providing all of our team members with an equal opportunity to succeed and make meaningful contributions within a work environment that is respectful, welcoming and inclusive.

Job Description

We are seeking an analytical and proactive Assistant Manager to join the Finance and FP&A team. This role will support critical forecasting, budgeting, and reporting activities through the use of financial data and analytics tools. The ideal candidate is a self-starter with strong financial acumen, technical skills, and a problem-solving mindset, capable of delivering insights to support business decisions.

Key Responsibilities:

• Forecasting & Budget Support
  
  Contribute to the development of revenue and expense forecasts as well as the annual budgeting process. Leverage data-driven assumptions and partner with business teams to develop accurate, actionable projections.
• Data Interpretation & Trend Analysis
  
  Analyze financial and operational data to identify trends, performance drivers, and variances. Translate findings into insights that inform decision-making and drive performance improvement.
• Dashboards & Reporting
  
  Build and maintain dashboards and reporting tools using platforms such as Power BI, Qlik, or similar. Generate recurring monthly and quarterly financial reports with a focus on accuracy, clarity, and strategic relevance.
• Predictive Modeling
  
  Support scenario analysis and forecasting accuracy by developing predictive models using Excel, SQL, and Python. Help identify potential risks and opportunities through data-driven simulations.
• Process Improvement & Documentation
  
  Maintain documentation for analytical workflows and financial reporting processes. Participate in efforts to streamline data extraction, transformation, and reporting activities within FP&A.
• Team Collaboration
  
  Collaborate with finance colleagues and relevant business partners to align analytics efforts with broader financial goals. Provide analytical support on special projects or ad hoc requests as needed.

Qualifications

Required:

• Bachelor’s degree in Finance, Accounting, Economics, Data Science, or a related field
• 3–5 years of experience in financial analysis, budgeting, or data analytics
• Strong understanding of:
  • General ledger structures and financial statement relationships
  • Reconciling financial data and identifying key variances
  • Converting complex data into actionable financial insights
• Excellent communication skills to present findings clearly to both technical and non-technical stakeholders
• Strong prioritization and time management skills with the ability to work effectively under tight deadlines
• Demonstrated problem-solving abilities and the initiative to work independently as a self-starter

Technical Skills:

• Required: Advanced Excel, SQL, basic to intermediate Python, Power BI or Qlik
• Preferred: PowerPoint, Oracle EPM or other FP&A platforms, experience supporting reporting systems or participating in system upgrades.

The expected annual salary for this position is between $80,000 - $110,000 at the start of employment. A salary offer is determined on an individualized basis, taking into consideration factors such as an individual’s skills and experience. In addition to base salary, our total rewards package also includes eligibility for an annual bonus, medical, pharmacy, dental, and vision plans, life and disability insurance, employee wellness program, retirement and savings plans with employer contributions, generous holiday and paid time off schedules, parental leave, and tuition reimbursement.

Additional Information

The Bank will make reasonable accommodations to the following employees to allow them to perform the essential functions of their position, except where doing so would result in undue hardship to the Bank:

• Those with a known mental or physical disability.
• Pregnant individuals and/or individuals with pregnancy or childbirth-related medical conditions.
• Victims of domestic violence, sex offenses or stalking.
• Employees with religious observance and practice obligations.

Any employee who believes he or she needs an accommodation for any of the above reasons should contact their supervisor or a member of Human Resources to request such an accommodation. In each case, the Bank will engage in a good faith written or oral dialogue concerning the individual’s accommodation needs; potential accommodations that may address the individual’s accommodation needs, including alternatives to a requested accommodation; and the difficulties that such potential accommodations may pose for the employer.

The Bank retains the ultimate discretion to choose the appropriate reasonable accommodation. Upon reaching a final determination at the conclusion of the cooperative dialogue, the Bank will provide the requesting individual with a written final determination identifying any accommodation granted or denied. In addition, the Bank will maintain any information regarding the employee’s request and status in the strictest confidence, except as requested by the employee, as required on a need-to-know basis or as otherwise required by law.

Disclaimer

The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.

All your information will be kept confidential according to EEO guideline

NO AGENCIES PLEASE.

IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

• Industries

  Banking

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