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Sr. Analyst, Financial Planning & Analysis

Sr. Analyst, Financial Planning & Analysis-1901025

Description

[Position Summary]


The Sr. Analyst, Financial Planning & Analysis Is responsible for following procedures and practices, conducting or assisting in the documentation and research of basic financial analysis projects. S/he assists in the day-to-day preparation of standardized reports for the team.


[Responsibility Statements]

  • Analyzes key data during the execution of organizational projects aimed at improving efficiency and/or increase the Company's operating quality standards.
  • Assists in the day-to-day preparation of financial planning, reporting, analytics, modeling, etc.
  • Conducts research and analysis to provide management throughout the company with definitive financial data and advice for their use in setting and realizing profit objectives.
  • Creates presentations, executive summaries and ad-hoc analysis for senior management. \
  • Follows standardized operating procedures and practices, conducts or assists in the documentation of simple financial analysis projects.
  • Liaison with other department to access key business activity and information.
  • Maintains financial statements and prepares special accounting reports for management or for regulatory agencies.
  • Provides basic budget training and guidance to budget holders for assigned categories.
  • Recommends and implements enhancements to reporting processes.
  • Researches and evaluates financial alternatives, possible investments, or acquisition considerations.
  • Researches material variances and completes monthly management and budget variance reporting for assigned categories.
  • Supports FP&A team on special projects, analysis, and ad-hoc reporting.

Qualifications

[Education]

  • Bachelor's Degree; in Business Administration, Accounting, Economics or equivalent field, or equivalent work experience;

[Work Experience]

  • 3-5 years; Financial planning, financial analysis, budgeting, or similar field; Experience in retail banking with branch analysis highly desirable; 

[Skills & Abilities]

  • Ability to analyze and synthesize data that is visually appealing and effectively tells a clear story.
  • Ability to focus on details.
  • Ability to prioritize tasks and projects according to stakeholder and departmental priorities.
  • Ability to work well with teams as well as independently.
  • Basic knowledge of financial analysis and budgeting procedures.
  • Detail oriented with ability to research, organize and analyze financial data.
  • Excellent communications and organizational skills.
  • Experience with budgets, planning, and forecasting.
  • Proficient data entry skills; Microsoft Office (Word, Excel, Access).
  • Strong interpersonal skills.
  • Strong quantitative, analytical, critical thinking and problem solving skills.
  • Strong verbal and written communication skills.

[Physical Demands]

  • Minimal physical effort such as sitting, standing, and walking.

[Competencies]

  • Adapts quickly to change and makes suggestions for increasing the effectiveness of change.
  • Appropriately shifts attention and refocuses on new goals as a result of changes in priorities or competing work demands.
  • Communicates in a timely and straightforward manner.
  • Probes for additional information, clarifies assumptions and confirms agreed-upon actions.
  • Keeps everyone involved informed about progress and issues.
  • Creates a good working environment in the team; works towards shared goals contributing ideas and accepting change Provides assistance and coaches less experienced team members.
  • Displays initiative, flexibility and focus to get things done.
  • Actively contributes ideas, suggestions, and constructive comments in meetings and discussions.
  • Executes risk management process and procedures without management direction, and demonstrates awareness of expected results.
  • Knows the relationship and impact of actions and results.
  • Has an understanding of regulations impacting area supported.
  • Identifies the component parts of a complex situation or problem and the relationship among variables that are not obvious.
  • Probes in-depth to understand the customer’s business needs.
  • Explores and understands the customer's alternatives and decision criteria.
  • Stays current with industry and regulatory trends and emerging risk issues.
  • Has good understanding of current market and competitive landscape that the organization operates within

Job

:Financial Planning & Analysis

Primary Location

:Massachusetts-Boston-75 State Street - 06366 - State Street-Corp

Organization

:Chief Financial Officer (8455)

Schedule

:Full-time

Job Posting

:Feb 27, 2019, 2:53:49 PM

AN EQUAL OPPORTUNITY EMPLOYER M/F/Vet/Disabled/SO

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