Senior Financial Analyst

Hancock Whitney; New Orleans (LA); On-site; USD 70,000 - 100,000; Full time

Job summary

Hancock Whitney in New Orleans seeks an experienced financial professional to analyze profitability drivers, oversee budgeting and forecasting, and support corporate decision making. You will lead complex pro forma analyses and prepare quarterly management review packages for executive leadership.

The role requires strong Excel, SQL/Oracle skills, and the ability to communicate insights clearly to diverse stakeholders.

Qualifications

• Bachelor’s degree required in accounting or finance; MBA/CPA preferred.
• Strong analytical skills to interpret financial data.
• Proficient in Excel-based financial modeling.
• Experience with budgeting and reporting processes.
• Excellent written and verbal communication.

Responsibilities

• Manage quarterly preparation, analysis, and distribution of Quarterly Management Review Packages.
• Develop and maintain complex Excel financial models for each company.
• Ensure timely financial and statistical reports for executive management and Board use.
• Oversee financial controls and adherence to departmental policies.
• Lead ad hoc analyses and support profit planning functions.

Skills

Analytical skills

Financial modeling

Excel

PowerPoint

SQL

Oracle

Communication skills

Education

B.S. Degree in Accounting, Finance, or related field

MBA

CPA

Tools

Excel

PowerPoint

SQL

Oracle

Job description

JOB FUNCTION / SUMMARY

Helps management understand drivers for profitability and return on allocated capital by focusing management attention on specific areas that the company should invest in, retool, or consider discontinuing. Performs, directs, and makes recommendations for corporate policy and procedures regarding complex business decisions. Provides assessment of existing and proposed financial planning processes and policies. Proposes changes to ensure Financial Planning department continues innovations in profitability measurement and budget best practice methodologies. Directs analysis of financial data and supervises professional Financial Analyst I, II, and III positions. Oversees financial and accounting system controls, standards, and activities in management reporting software.

ESSENTIAL DUTIES & RESPONSIBILITIES

• Manages the quarterly preparation, analysis, and distribution of Quarterly Management Review Packages.


• Manages complex Excel financial models for each company.


• Ensures timely financial and statistical reports for executive management and/or Board use.


• Inspects financial and operational information to ensure procedures are correct, appropriate and adhere to departmental controls.


• Compiles audit findings and recommends revisions to system and procedures.


• Designs new system enhancements.


• Coordinates with appropriate levels to ensure problem solution and user satisfaction.


• Directs performance of complex pro forma analysis to assess profitability of adding new facilities or discontinuing existing facilities and/or line of business or products.


• Interprets and makes recommendations based on analysis Serve as liaison for pro forma analysis methodology to be used as a standard throughout the organization.


• Makes recommendations for Corporate policy and procedures.


• Manages the integrity of branch profitability ranking model.


• Directs development of Retail and Harrison Finance branch profitability quarterly packages and analyzes results.


• Discusses results with department and/or division manager and recommend revisions when needed.


• Directs distribution of results to Retail line of business manager, division managers, and branch managers


• Provides consultative service to Division/Branch managers on process and reporting by assisting users in understanding financial results presented in package.


• Directs development of quarterly product profitability package.


• Performs analysis and make recommendations.


• Assesses and directs distribution of results.


• Plays integral role in the development and implementation of the company’s profit planning functions.


• Assists in the management of development and distribution of various budget, forecast, and long range planning packages.


• Provides consultative service to Division/Branch/Operations/RC managers on process and reporting by coaching users in understanding financial results presented in reports.


• Serves as lead team leader on all initiatives budgets Ad Hoc Analysis.


• Perform various ad hoc analyses as needed.

SUPERVISORY RESPONSIBILITIES

None

MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE

• B.S. Degree in Accounting, Finance, or related field; MBA, CPA, or equivalent degree preferred


• Ability to communicate effectively orally and in writing using the English language


• Ability to adhere to all company policies and procedures required for this position


• Ability to prioritize and organize work


• Ability to work in a team environment


• Knowledge of accounting principles, practices, and regulations


• Knowledge of financial concepts relative to profitability and financial ratios


• Strong analytical skills to interpret financial reports/findings


• Strong math aptitude and ability to work accurately with numbers


• Excellent communication skills - both oral and written


• Excellent PC skills including spreadsheet applications (i.e. Word, Excel and PowerPoint) and database and planning software


• SQL, Oracle, or similar database management skills required


• Ability to perform under stressful conditions


• Ability to communicate with individuals at all levels (including third party representatives)


• Ability to effectively supervise and manage employees


• Ability to work in team environment


• Ability to solve complex financial problems

ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS

• Ability to sit for extended periods of time


• Ability to stand for extended periods of time


• Lifting up to 40 pounds and carrying up to 100 feet


• Ability to walk distances up to 300 feet


• Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an \"undue hardship\" then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.

Equal Opportunity Statement

Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.