AF members, I posted a “heads up” for this position a little bit ago but it just became official with our HR. I’m looking for a 0-2 year Financial Analyst with a background in Finance, Accounting, or Engineering. CFA candidates preferred, not a must. Need to live in Chicago. You’d report to me (28 year old newly minted Charterholder). Thank you to the 5 who have already submitted their resumes - I’m just looking for a few more so we can have a nice pool to choose from.
Email me your resume at tclark@upbnk.com
Urban Parternship Bank is a $1b bank and you’d work in my Corp Treasury group although we do everything from ALM, Investment Portfolio Management, Financial Modeling and Budgeting.
POSITION DESCRIPTION
POSITION TITLE: Financial Analyst
DEPARTMENT: Finance and Accounting Services
REPORTS TO: Assistant Treasurer
SUPERVISES: N/A _____________________________________________________________________________________
POSITION SUMMARY:
The Financial Analyst is primarily responsible for performing data analysis and reporting, working on the management reporting/budget forecasts, and developing the reporting materials needed for the monthly Asset Liability Committee, Management Reporting, and Board of Directors meetings.
PRINCIPAL RESPONSIBILITIES:
· Review monthly cost center level accounting data and provide summary reporting of financial results by line of business unit including key variances to plan and expense analysis.
· Reconcile management reporting results to consolidated corporate results.
· Develop and ensure account allocations are performed consistently across line of business reporting units.
· Analyze results by Line of Business unit and communicate monthly results to senior Finance and Accounting staff and senior Line of Business staff.
· Develop improved data management and reporting.
· Elevate unusual trends in results to senior Management Reporting staff.
· Work with Line of Business units to distribute summary reports and research questions.
· Assist in implementation of any changes to the management reporting process.
· Develop documentation of procedures of the monthly reporting process.
· Develop regular reports of financial performance and other key performance indicators specific to various lines of business.
· Assist in the annual budget and the long term strategic plan.
· Increase productivity by developing automated applications; eliminating duplications; coordinating information requirements.
· Provide information to senior management by assembling and summarizing data; preparing reports; making presentations of findings, analyses, and recommendations.
· Perform industry and peer analysis
· Assist in special projects and report requests, including merger & acquisition analysis
· Work across all lines of business and staff areas to develop working relationships/partnerships
· Performs other analytical and research duties as assigned.
EXPERIENCE, EDUCATION, CERTIFICATION:
Required:
· Bachelor’s degree in Finance, Accounting or Engineering
· 0 - 2 years relevant work experience or internship background.
OTHER KNOWLEDGE, SKILLS, ABILITIES:
Required:
· Strong Microsoft Excel skills
· Working knowledge of accounting
· Technology literate with the ability to develop and execute data management programs
· Strong analytical skills and statistical analysis skills
· Well organized, detail oriented, strong communication skills
· Ability to manage fast paced environment with tight daily deadlines
· Ability to work well with others
REPRESENTATIVE Machines, Tools, Equipment and/OR Software USED:
· Microsoft Office Applications (Word, Excel, Outlook, PowerPoint).
· Office equipment including, but not limited to, computer, phone, fax machine, copier, and calculator.
ENVIRONMENTAL/ATMOSPHERIC WORKING CONDITIONS:
· This role generally operates in an office environment with limited exposure to hazardous working conditions.
· Physical requirements include the ability to operate office equipment, sit for long periods of time throughout the day, and the ability to work in a fast paced environment. Employee may occasionally lift and/or move up to 10 pounds. Specific vision abilities required may include close vision.
· Travel to other bank locations may occasionally be required.
The statements herein are intended to describe the general nature of work performed by this position, and are not to be construed as an exhaustive list of responsibilities, duties, and skills. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the company.
