Senior Financial Analyst

United Community; Greenville (SC); On-site; USD 60,000 - 93,000; Full time

Job summary

United Community is seeking a Senior Financial Analyst to deliver analyses of monthly, quarterly, and annual financial reporting. This role will also create executive presentations and support the monthly forecast and annual budget processes, along with other strategic projects.

The position requires 3–5 years of accounting/finance experience, strong data-analysis skills, and proficiency with Office tools and financial systems.

Qualifications

• Bachelor’s Degree in Accounting, Finance or Business Administration.
• 3–5 years of Accounting or Finance experience.
• Experience with data management, forecasting, budgeting and variance analysis preferred.
• Strong organizational and time-management skills.
• Strong written and oral communication skills; ability to effectively communicate with various functions.
• Strong analytical skills and problem-solving abilities.
• Ability to work independently.
• Banking experience is a plus.
• Experience with Microsoft Office is required.
• Experience with OneStream, SQL Server, Cognos, Tableau and Alteryx is preferred.

Responsibilities

• Participate in the annual budget process, including communication of assumptions, timelines, training, system support and executive level reviews.
• Contribute to the earnings and capital forecast, coordinate with business partners and provide monthly updates to executive management.
• Present financial results to senior management in monthly Financial Performance Reviews.
• Create OC and Board level financial presentations.
• Monitor, analyze and report on monthly financial statements for multiple banks / business units.
• Partner with business units, and other internal resources, on report development and delivery, and provide training when necessary.
• Partner with the Chief Data Office and Financial Systems on data management and self-service reporting tools.
• Support other reporting and analytical needs of business units and management as needed.
• Assist as needed on projects/strategic initiatives that span multiple functions.
• Perform other duties as assigned.

Skills

Analytical skills

Communication skills

Organizational skills

Independent work

Banking experience

Education

Bachelor’s Degree in Accounting, Finance or Business Administration

Tools

OneStream

SQL Server

Cognos

Tableau

Alteryx

Job description

Overview

The senior analyst will provide analysis of monthly/quarterly/annual financial reporting. This person will also create presentations to executive management, and support various teams with analytical support. This person will support the monthly forecast and annual budget processes, along with other special projects, such as expense efficiency initiatives.

Overview

The senior analyst will provide analysis of monthly/quarterly/annual financial reporting. This person will also create presentations to executive management, and support various teams with analytical support. This person will support the monthly forecast and annual budget processes, along with other special projects, such as expense efficiency initiatives.

What You’ll Do

• Participate in the annual budget process, including communication of assumptions, timelines, training, system support and executive level reviews
• Contribute to the earnings and capital forecast, coordinate with business partners and provide monthly updates to executive management
• Present financial results to senior management in monthly Financial Performance Reviews
• Create OC and Board level financial presentations
• Monitor, analyze and report on monthly financial statements for multiple banks / business units
• Partner with business units, and other internal resources, on report development and delivery, and provide training when necessary
• Partner with the Chief Data Office and Financial Systems on data management and self-service reporting tools
• Support other reporting and analytical needs of business units and management as needed
• Assist as needed on projects/strategic initiatives that span multiple functions
• Perform other duties as assigned

Requirements For Success

• Bachelor’s Degree in Accounting, Finance or Business Administration
• 3-5 years of Accounting or Finance experience
• Experience with advanced data management, forecasting, budgeting and variance analysis preferred
• Strong organizational and time-management skills
• Strong written and oral communication skills; ability to effectively communicate with various functions
• Strong analytical skills – ability to understand concepts quickly and solve complex problems
• Ability to work independently
• Banking experience a plus
• Ability to work with all levels of the organization
• Experience with Microsoft Office is required
• Experience with OneStream, SQL Server, Cognos, Tableau and Alteryx is preferred
• Participate and complete all required compliance training, including Bank Secrecy Act/anti-money laundering training, as well as internal and external training programs, online training, meetings, and seminars/conferences, etc.

Conditions of Employment

• Must be able to pass a criminal background & credit check.

FLSA Status

Exempt

SUPERVISORY RESPONSIBILITY

N/A

WORK ENVIRONMENT

Corporate Office – Greenville, SC

POSITION TYPE

This is a full-time position that requires schedule flexibility to work evenings and weekends as needed.

TRAVEL

This position may require occasional travel.

Other

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities and activities may change or be assigned at any time with or without notice.

Pay Range

USD $60,466.00 - USD $93,119.00 /Yr.