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Sr. Financial Analyst-Financial Services

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Pittsburgh, PA
Job Type
Direct Hire
Mar 18, 2019
Job ID

Position Title: Senior Financial Analyst

Business Unit: Finance

Reports to: Chairman, President and CEO of Regional bank

Position Overview:

Sr Financial Analyst is responsible for recurring and ad hoc executive-level financial reporting and analytics. Takes direction from and assists the Chairman, President and CEO and will engage with Finance peer teams and cross-functional groups to develop and analyze information regarding company’s financial performance. This individual must possess critical thinking skills, excellent communication and interpersonal skills, and have a high level of attention to detail, while simultaneously understanding the macro view. Independent thinker while providing strategy and able to prepare presentations.

Primary Responsibilities:

Conducts strategic analysis at the direction of the CEO.

Assist in identifying, designing, and implementing process improvements to increase efficiencies.

Support processes regarding monthly financial forecast and results, quarterly earnings, and annual strategic plan / budget

Participates in analyzing data regarding the key financial and business metrics; ties together financial information, underlying business drivers, and the macroeconomic environment.

Coordinates and prepares high-quality financial reports and presentations, with a primary focus on executive and Board of Directors-level materials

Works collaboratively alongside lines of business to develop and provide strategies for business operations. 

Reviews and analyzes profitability and performance results as required.

Performs other related duties and projects as assigned.

Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:

BA or BS     

Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:


Skills Required to Perform the Primary Responsibilities of this Position:

Excellent communication skills, both written and verbal   

Excellent organizational, analytical and interpersonal skills   


Ability to use general office equipment   

Ability to use a personal computer and job-related software   

MS Word - Basic Level   

MS Excel - Intermediate Level   

MS PowerPoint - Basic Level   

Knowledge of generally accepted accounting principles.  Understanding of bank regulations that impact the accounting function.

Experience working in a large financial services institution in New York at some point in career is preferred