Sr. Financial Analyst bei Bank of Tampa

Position Overview

The Bank of Tampa is seeking a highly motivated and experienced Senior Financial Analyst to join our dynamic Finance team in Tampa, Florida. This critical role will be responsible for providing in-depth financial analysis, supporting the budgeting process, and ensuring the integrity and accuracy of financial data. The ideal candidate will possess strong analytical skills, keen attention to detail, and the ability to work effectively with large datasets. In addition to standard financial analysis responsibilities, this role will have specific ownership of the administration of our budgeting system and play a key role in data management initiatives.

Primary Duties and Responsibilities

• Act as a cultural ambassador to internal and external clients, providing a professional, exceptional, and supportive experience with each interaction.
• Budgeting System Administration: 
  • Serve as the primary administrator for the bank's budgeting and forecasting system.
  • Maintain and update the system structure, user access, and reporting capabilities.
  • Develop and deliver training and support to budget owners across the organization.
  • Troubleshoot system issues and implement solutions in a timely manner.
  • Collaborate with IT and vendors on system upgrades and enhancements.
• Data Management & Integrity: 
  • Develop and maintain processes for collecting, validating, and integrating financial data from various sources.
  • Utilize tools like Power Query to extract, transform, and load (ETL) large datasets.
  • Ensure data accuracy, consistency, and completeness across all financial reporting and analysis.
  • Identify and resolve data discrepancies and implement preventative measures.
  • Contribute to the development and implementation of data governance policies and procedures.
• Financial Analysis & Reporting: 
  • Conduct in-depth financial analysis of actual results, budgets, and forecasts, identifying key trends, variances, and opportunities.
  • Prepare insightful financial reports, presentations, and dashboards for management and stakeholders.
  • Develop and maintain financial models to support forecasting, scenario planning, and strategic decision-making.
  • Analyse profitability, efficiency, and key performance indicators (KPIs) across different business lines and products.
  • Provide financial support and analysis for strategic initiatives and projects.
• Standard Financial Analyst Responsibilities: 
  • Assist in the preparation of monthly, quarterly, and annual financial statements.
  • Participate in the annual budgeting and forecasting process.
  • Support internal and external audits by providing necessary documentation and analysis.
  • Collaborate with other departments to gather financial information and understand business operations.
  • Contribute to the development and improvement of financial processes and controls.
  • Stay abreast of industry trends and best practices in financial analysis and reporting.
  • Perform ad-hoc financial analysis and projects as required. 

This job description reflects management’s assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned.

Minimum Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• Minimum of 3-5 years of progressive experience in financial analysis, preferably within the banking or financial services industry.
• Exceptional proficiency in Microsoft Excel, including advanced formulas, pivot tables, and charting.
• Proven experience working with Power Query (or similar ETL tools) to manipulate and analyse large datasets.
• Demonstrated experience working with and managing large volumes of financial data.
• Strong understanding of financial accounting principles and practices.

Preferred Qualifications

• Excellent oral and written communication skills, with the ability to present complex financial information clearly and concisely.
• Strong organizational, planning, and time management skills with the ability to prioritize tasks and meet deadlines.
• Highly analytical, detail-oriented, and inquisitive with a proactive approach to problem-solving.
• Experience administering and maintaining budgeting and forecasting systems.
• Familiarity with data visualization tools (e.g., Tableau, Power BI).

Our Way

Preserve and enhance our culture in which the values of honesty, integrity, confidentiality, trust and respect are the underlying principles by which we work

Make a meaningful difference in our community through our service and financial support

Maintain a safe and sound institution that operates in conformity with the spirit as well as the letter of all applicable laws, rules and regulations, and to maintain open and forthright communication with our regulators

Benefits

You will have the opportunity to participate, subject to the terms and conditions of the respective plans, in a comprehensive package of benefits. As a highlight:

• Eligibility for health, dental, vision, life and disability insurance coverages
• Retirement Plan - 401k with matching
• ESOP- Employee Stock Ownership Plan 
• Time away from work – vacation time, sick time and holidays
• Paid parental leave
• Tuition Assistance
• Professional development opportunities

THE BANK OF TAMPA IS AN EQUAL OPPORTUNITY EMPLOYER

A DRUG FREE WORKPLACE

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