Financial Planning Analyst

Financial Planning Analyst
In Long Beach, California 90802

Job Description

Workway BancForce is a professional staffing firm created specifically to service the hiring needs of banks, credit unions, mortgage, and related financial services firms. We are looking for a Financial Planning Analyst responsible data analysis for budget / forecast, assets / liabilities management, profitability analysis, and other ad-hoc analysis.

Your specific duties will include:

  • Assists with the preparation of company’s budget and forecast.
  • Explains variances between actual and budget.
  • Assists in drafting Asset Liability Management report.
  • Performs stress testing of assumptions and back-test.
  • Completes cash flow forecast and other periodic management reports.
  • Executes ad-hoc analysis and other requests as needed.
  • Understands profitability, breakeven point, IRR and other common financials concepts.
  • Updates desktop procedures.
  • Responds to inquiries from Branches and other departments.
  • Follows current policy & procedures.
  • Performs other job-related duties as assigned.

Specific qualifications for the position include

  • Bachelor degree in Accounting or related area.
  • 2-4 years office experience required.             
  • Intermediate accounting
  • Intermediate Excel
  • Experience with any budget and forecasting software
  • Basic knowledge of bank’s operations and products

Desired Skills     

  • Experience with Hyperion, Planning and Budget Cloud Services or other
  • Knowledge of banking application such as Jack Henry
  • Familiarity with query writers such as Cognos

Let one of our recruiters assist you in finding and preparing for interviews with our clients. Whether you are interested in a direct hire, temp-to-hire, or temporary position, Workway BancForce can help you to put your best foot forward. Contact us today! 

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Cydney McFarlan
cydney.mcfarlan@workway.com
949-553-8700