Sr Financial Analyst

Washington Trust Bank; Spokane, Northern (WA, KY); On-site; USD 85,000 - 120,000; Full time

Job summary

Washington Trust Bank in Spokane, WA, is seeking a Senior Financial Analyst reporting to the FP&A Manager to analyze profitability of business lines and the bank's performance, and to prepare management reporting.

The role emphasizes thought leadership, data-driven decision making, and improving reporting systems. A college degree in Accounting/Finance or MIS and at least five years in banking are required, with strong MS Office skills.

Qualifications

• College degree in Accounting, Finance or MIS; MBA in Accounting or Finance preferred or equivalent work experience.
• Minimum five years of banking/financial institution experience.
• Proficiency with Microsoft Office Suite.
• Collaborative and accountable team member.
• Ability to multitask on several projects while maintaining accuracy and deadlines.

Responsibilities

• Researches and prepares analyses for senior management to set and monitor business objectives; communicates results.
• Prepares analyses of product and customer profit contribution for management's evaluation of performance and pricing.
• Prepares and analyzes budgets and budget variances.
• Works with liquidity, interest rate risk management, capital management, wholesale funding, product and market analysis.
• Develops analytical tools for analysis of customer contribution and pricing.
• Participates in enhancements to accounting and reporting systems of the corporate group.
• Manages multiple projects and coordinates with employees and vendors.

Skills

Financial analysis

Profitability analysis

Budgeting & forecasting

Data interpretation

Cross-functional collaboration

Education

Bachelor's degree in Accounting, Finance or MIS

MBA in Accounting or Finance (preferred)

Tools

Microsoft Office Suite

Job description

Main Ofc West - 7th Fl
717 W Sprague Ave
7th Floor
Spokane, WA 99201, USA

Description

Washington Trust Bank is looking for a dynamic candidate for our Senior Financial Analyst role. Reporting to the FP&A Manager, the Sr. Financial Analyst has primary responsibility for the analysis, management reporting and thought leadership related to the profitability of individual business lines in addition to total bank performance.

We recognize that our most valuable assets are our employees and strive to find ways to inspire optimism, connectivity, and growth throughout our organization.

If this is what next steps in your career look like – we want to hear from you!

• You value your personal achievements and working with a team toward success
• You value building strong relationships
• You have ambition to excel in your career
• You take pleasure in working with a company that values the highest level of integrity and ethics

Executive Chairman Peter Stanton is the fourth generation of his family to lead the Bank, growing from its small Spokane headquarters in 1902 to an $11B financial institution with 40 locations throughout Washington, Idaho and Oregon. We enjoy an advantage over our publicly traded competitors because we focus on long-term goals rather than quarterly results. We base our decisions on what is happening in our communities and what is right for our customers.

We have never strayed from our commitment to client service, continuing to grow our commercial, private banking, wealth management, small business and consumer portfolios even in the most challenging macroeconomic environments. Our sound business practices, innovation, knowledge and expertise have seen us through both the best and the most difficult economic cycles. Washington Trust's longevity and success are a testament to our unwavering commitment to our clients and our employees.

Essential Functions:

• Researches and prepares or directs the preparation of analyses for senior management's use in setting and monitoring business objectives; participates in the communication of results.
• Prepares or directs the preparation of analyses of product and customer profit contribution for management's use in evaluating performance and pricing new business.
• Prepares and analyzes budgets and budget variances.
• Works with bank liquidity, interest rate risk management, capital management, wholesale funding, product and market analysis.
• Develops analytical tools for analysis of customer contribution and pricing.
• Participates in the design and implementation of enhancements to the accounting and reporting systems of the corporate group.
• Management of multiple projects, approaches to problem solving, interactions with employees outside the division and with vendors.
• Sufficient knowledge of and experience with the bank's primary application systems to recognize problems when they occur; to recognize opportunities to automate, enhance or streamline activities and to assist in implementation.
• Continue to grow our abilities to deliver enhanced reporting which allows users to navigate data, gain knowledge, and make informed decisions.

Qualifications:

• College degree in Accounting, Finance or MIS required. Prefer MBA in Accounting or Finance or equivalent work experience.
• Minimum five years of banking/financial institution experience required
• Working knowledge of Microsoft Office Suite.
• Quick learner and not afraid to ask questions
• Collaborative and accountable team member
• Out of the box thinker able to articulate steps to resolve problems
• Ability to multitask on several projects while not compromising accuracy nor extending deadlines

Compensation:

The compensation range represents the low and high end of the base salary ranges for this position located in Spokane, WA. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance.

What Our Culture Can Offer You:

Our benefit philosophy is to provide you with a comprehensive package to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Retirement and Work/Life Benefits. We are proud to share an overview of our benefitsHERE as part of your total compensation.

Washington Trust Bank celebrates diversity in the workplace and actively recruits talent to help reflect the unique communities where we live and work. We are proud to be an equal opportunity employer and prohibit discrimination or harassment based on race, religion, sex, gender identity, sexual orientation, national origin, age, pregnancy, disability, genetic information and any other protected characteristics outlined by state, federal and local laws. We believe strength comes from the diverse backgrounds and experiences of our team, and we are dedicated to fostering a supportive and inclusive work environment.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.