Financial Analyst ~ Boston na Beacon Financial Corporation

About Beacon Financial Corporation 

Beacon Financial Corporation (NYSE: BBT) is the holding Company for Beacon Bank & Trust, commonly known as Beacon Bank, a full-service regional bank serving the Northeast that was created on September 1, 2025 through the merger of equals between Berkshire Hills Bancorp and Brookline Bancorp. Headquartered in Boston, Massachusetts, the Company has $24 billion in assets and more than 145 branches throughout New England and New York. Beacon Bank offers a full suite of tailored banking solutions including commercial, cash management, asset-based lending, retail, consumer and residential products and services. The Bank operates through its banking divisions – Berkshire Bank, Brookline Bank, BankRI and PCSB Bank. The Company also provides equipment financing through its Eastern Funding subsidiary, SBA lending through its 44 Business Capital division and private wealth services through Clarendon Private. Learn more at BeaconFinancialCorporation.com. 

What is our most valuable asset? Our employees! We pride ourselves on hiring candidates that embrace our Core Four Values: Adaptability, Accountability, Leadership, and Teamwork. That's why we offer competitive pay and excellent benefits which includes a matching 401k.  Beacon Bank and Trust provides a great working environment that offers opportunities for advancement.  

We are currently seeking a Financial Analyst to join the team in our Back Bay office.  This role will support the Financial Reporting team within the Company’s Corporate Finance and Accounting group, this position offers many opportunities related to internal and external SEC and banking regulatory reporting.

Principal Duties and Responsibilities

FP&A is a small team that serves as a financial and analytical hub between the core business units, corporate functions, investor relations and senior management. It covers a wide variety of responsibilities, such as budgeting and forecasting, evaluating capital allocation decisions, designing executive reporting, and analysis of new business opportunities.

 The FP&A Analyst supports the budgeting & forecasting processes and procedures utilizing the cloud-based Axiom Budgeting & Forecasting solution.  The Analyst will assist in a variety of projects including learning the Axiom Planning & Budgeting system, developing reporting, managing analysis plan files, reviewing monthly performance results, crafting commentary to aid in decision support, and assisting senior management with forecasting growth opportunities and summarizing projected performance.  

 Key Accountabilities:

• Become the subject matter expert for the Axiom Budgeting & Forecasting system
• Create and refresh data pulls out of Axiom to facilitate income-accretive, strategic decision-making
• Assist VP FP&A in the development and maintenance of the institution’s rolling multi-year budget and forecasting files, as well as the institution's financial strategic plan
• Assist VP FP&A supporting the Operations/Executive/Administrative areas of the business implementing ongoing monthly and quarterly reporting, inclusive of product originations, profitability, and performance versus targets
• Evaluate profitability of proposed initiatives and enhancements to internal processes via quantitative and qualitative analyses
• Distill data into a finely crafted story to be presented to business partners and senior leadership on a periodic basis
• Ensure compliance with all banking laws, rules, regulations, and prescribed policies/practices/procedures necessary to reduce risk and uphold ethical standards related to and required by one’s duties

Job Specifications 

• Bachelor’s Degree in Accounting or Finance or equivalent experience is required
• 0-2 years applicable work experience.
• Strong proficiency in Microsoft Office, particularly Excel and PowerPoint
• Ability to learn cloud-based planning and budgeting systems, specific Axiom (Strata Decision Technology) knowledge is a plus.
• Demonstrates a high degree of professionalism, attention to detail, verbal and written communication, leadership potential, and teamwork.
• A "problem solver" who can thrive in a rapidly changing environment with limited direct supervision.
• Ability to balance changing priorities and deadlines