Financial Analyst Junior

City National Bank of Florida; Coral Gables (FL); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health Coverage

Retirement Savings: 401(k) with match

Paid Time Off & Holidays

Wellness resources

Job summary

City National Bank of Florida is seeking a Financial Analyst Junior to prepare routine financial reports and support analyses for management. The role focuses on collecting, reviewing, and organizing data while identifying trends and variances.

You'll use BI tools and SQL to serve decision-making with accurate reporting. Under supervision, you will help develop internal reports and dashboards, assist in profitability analyses, and monitor data quality.

Qualifications

• 2 years experience in financial analysis, accounting, or related work helpful
• Experience applying statistical analysis or working with large data sets preferred
• Ability to learn and use BI tools to collect, evaluate and analyze management information
• Strong analytical skills with independent judgment in reviewing financial data
• Advanced proficiency in Excel (pivot tables, VLOOKUP, IFs, SUMIFs) and MS Word/PowerPoint
• Familiarity with ERP systems like Tagetik and OneSumX a plus
• Experience with large data sets and data analysis techniques
• Basic to intermediate SQL or similar tools for querying and validation
• Knowledge of profitability, pricing, and risk concepts
• Effective cross-department communication and attention to detail

Responsibilities

• Perform data mining and querying to turn raw data into reporting insights
• Assist in preparing financial analyses to improve information for management
• Maintain and update data analysis tools, reports, and templates
• Help develop internal reports and dashboards for clear financial presentation
• Compile pricing and volume data for analysis (rates, indexes, averages)
• Support evaluations of products and business lines using financial data
• Track impact of actions and provide follow-up data
• Learn and apply tools like Tagetik, OneSumX, Prologue, Qlik
• Document and update departmental policies and procedures
• Monitor variances in financial reports and investigate discrepancies
• Assist in other duties to support department goals

Skills

Data analysis

BI tools

SQL

Excel (pivot tables, VLOOKUP)

Cross-department collaboration

Analytical thinking

Communication skills

Education

Bachelor's Degree in Finance/Accounting/Economics

Tools

Tagetik

OneSumX

Prologue

Qlik

Job description

About Us

Think BIG. Achieve More.

At City National Bank of Florida, we invest in our people and the communities we serve. Join a team where ambitious careers and meaningful relationships thrive together. We’re entrepreneurs at heart—growing fast, making an impact, and shaping the future of banking in Florida. To learn more about City National Bank of Florida visit About Us!

Overview

The Financial Analyst Junior is responsible for preparing routine financial reports and supporting analyses to assist management in understanding the bank's financial position. This role focuses on collecting, reviewing, and organizing financial data, as well as assisting in identifying trends and variances. Working under general supervision, the Analyst helps ensure timely and accurate reporting to support informed decision-making.

What You'll Do:

• Performs data mining and querying to support turning raw data into meaningful information for reporting purposes.
• Assists in preparing financial analyses that help improve information available to management.
• Maintains and updates existing data analysis tools, reports, and templates under supervision.
• Helps develop internal reports and dashboards to present financial data in a clear and consumable format.
• Compiles pricing and volume data (e.g., interest rates, indexes, product averages, and outliers) for analysis.
• Supports evaluations of products and business lines by gathering and organizing financial data related to profitability and concentration.
• Tracks the impact of previously recommended actions and provides follow-up data for evaluation purposes.
• Learns and applies department tools such as Tagetik, OneSumX, Prologue, and Qlik; assists in their setup and use.
• Participates in the documentation and update of departmental policies and procedures.
• Monitors variances in financial reports and follows up to identify discrepancies or missing data.
• Performs other related duties and special assignments as requested by management to support department goals and initiatives.

Qualifications

• 2 years expwerience in financial analysis, accounting, or related work is helpful; prior internship experience may be considered.
• Experience applying problem-solving skills through statistical analysis or working with large data sets is highly preferable.
• Ability to learn and use Business Intelligence (BI) tools and technologies to collect, evaluate, and analyze management information.
• Strong analytical skills with the ability to apply independent judgment and discretion when reviewing financial data.
• Advanced proficiency in Microsoft Excel, including pivot tables, VLOOKUP, IFs, and SUMIFs; proficiency in Microsoft Word and PowerPoint.
• Familiarity with or willingness to learn Wolters Kluwer ERP systems, such as CCH Tagetik and OneSumX.
• Experience working with large datasets and applying problem-solving techniques through data analysis.
• Basic to intermediate experience with SQL or similar tools for data querying and validation.Knowledge of financial concepts related to profitability, pricing, and risk.
• Effective communication skills with the ability to collaborate across departments.
• Strong attention to detail, organizational skills, and ability to manage multiple tasks under deadlines.

Education

• Bachelor's Degree in Finance/Accounting/Economics or an equivalent combination of education and/or relevant professional experience may be considered in lieu of a degree.

Benefits & Perks

We offer a competitive benefits package designed to support your success:

• Health Coverage: Medical, dental, and vision plans with employer contributions.
• Retirement Savings: 401(k) with matching.
• Paid Time Off & Holidays: Generous PTO and paid holidays.
• Wellness Support: Access to mental health and financial wellness resources.

Visit our benefits page to learn more Benefits!

Join City National Bank of Florida. The possibilities are endless.

Special information to candidates:

Equal Opportunity

City National Bank of Florida is an Equal Opportunity Employer. We do not discriminate based on race, color, religion, sex, national origin, age, disability, genetic information, protected veteran status, or any status protected by federal, state, or Florida law. We comply with the ADA and applicable Florida laws.

Interview Guidelines

To ensure a fair interview process, the use of AI wearables, AT tools, AI applications, or other external assistance is strictly prohibited.

Accommodations

If you require a reasonable accommodation to apply or participate in the hiring process, please contact our Talent Attraction team at [e-mail]