Financial Analyst IV - Planning & Analysis

M&T Bank; Buffalo (NY); On-site; USD 90,000 - 149,000; Full time

Job summary

M&T Bank in Buffalo, New York is seeking a senior financial professional to conduct advanced financial research and lead analytical projects that inform strategic objectives. The role emphasizes independent work, mentoring junior staff, and delivering high-quality financial insights to senior management.

The candidate should have a strong background in accounting/finance, sophisticated modeling and forecasting, and the ability to communicate complex results clearly.

Qualifications

• Bachelor's degree and 5+ years' experience in accounting, auditing, operations or financial institutions.
• Comprehensive understanding of concepts and principles in finance and accounting
• Proficiency in accounting/finance analysis, modeling, querying and visualization tools

Responsibilities

• Allocate work as a team leader; train and mentor junior team members.
• Conduct independent research and complex analytical projects involving financial modeling/forecasting for senior management.
• Develop forecasting models/tools and collaborate with business groups to provide insightful analysis.
• Build clear, concise written summations of analytical work.
• Show accountability for accuracy and quality of work products.

Skills

Financial analysis

Financial modeling

Forecasting

Data visualization

Education

Bachelor's degree

Associate's degree

Advanced degree or certification

Tools

SQL

Excel

Visualization tools

Job description

Overview:

Conduct advanced financial research and analysis projects with a large amount of independence. Provide comprehensive advice/options to senior management in an expert capacity for use in setting and realizing strategic objectives.

Primary Responsibilities:

• Allocates work as a team leader; trains and mentors/develops junior team members.
• Possess ability to direct/persuade/influence peers and manager"
• Conduct independent research and complex analytical projects involving financial modeling/forecasting to provide senior management with definitive financial trend data and advice for their use in setting and realizing objectives. Design projects and may lead projects of moderate scope.
• Ensure success through shared responsibility of team workload to achieve department/project objectives (volume, quality, timeliness of end results)
• Build and maintain advanced forecasting models/tools; work in collaboration with business groups to provide insightful analysis.
• Develop clear, concise written summations of analytical work
• Displays complex judgment based on advanced analytical thought
• Shows accountability for accuracy and quality of work products of the team.
• Demonstrate expert-level knowledge of finance and accounting concepts through the aggregation of financial data
• Display an expert-level understanding of M&T's (or applicable Business Unit within) financial statements; including awareness of key drivers/trends in major Balance Sheet and Income Statement line items
• Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite.Identify risk-related issues needing escalation to management.
• Promote an environment that supports belonging and reflects the M&T Bank brand.
• Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
• Complete other related duties as assigned.

Supervisory/ Managerial Responsibilities:

May have indirect supervisory responsibilities.

Education and Experience Required:

Bachelor's degree and a minimum of 5 years' experience OR Associate's degree and a minimum of 7 years' experience in accounting, auditing, operations or financial institutions

Comprehensive understanding of concepts and principles in multiple disciplines including finance and accounting

Proficiency in accounting / finance analysis, modeling, querying and visualization tools

Education and Experience Preferred:

Advanced degree or professional certification (i.e. CPA, CFA, etc.)

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $89,600.00 - $149,300.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.

Location

Buffalo, New York, United States of America

M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.