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Customers Bank · 8 hours ago

Financial Analyst

Hamilton, NJ

Full-time

Onsite

Entry, Mid Level

1+ years exp

Customers Bank is a super-community bank focused on delivering dedicated personal service and innovative financial solutions. The Financial Analyst role involves financial planning and analysis, budgeting, and reporting within the Mortgage Warehouse division, requiring collaboration with management and financial teams.

BankingCommercialFinancial ServicesVenture Capital

No H1B

Responsibilities

Participate in the annual planning process and monthly forecasts which involves financial modeling, coordinating, and preparing management presentations

Perform financial modeling of strategic and business inputs

Provide in-depth line of business plan and monthly forecasting support and analysis, for completion of the annual plan, monthly forecast, and the three-year strategic plan

Analysis of income and operating expenses to understand trends, address line of business requests and perform variance analysis

Complete management financial reporting including dashboards, monthly business reviews, profitability reports and other reports as necessary

Enhance controls and streamline processes, introducing automation and clarity throughout business line

Review and identify inconsistencies and/or issues within the business unit’s forecast and make the appropriate changes in the model and reports

Qualification

Financial modelingFinancial analysisBudgetingFP&A systemsPower BIMicrosoft SuiteAnalytical skillsProblem-solvingCommunication skillsInterpersonal skills

Required

Must be legally eligible to work in the United States without sponsorship, now or in the future, to be considered

Bachelor's degree preferably in finance, mathematics or economics

1-5 years of financial or business analyst experience

Strong academic credentials

Ability to understand and analyze a financial institution balance sheet, income statement, and capital

Strong analytical, financial modeling and problem-solving skills

Ability to collaborate and effectively communicate with key stakeholders, cross-functional partners and senior leadership

Strong work ethic and self-initiative, with the demonstrated ability to meet demanding deadlines in a fast-paced and changing work environment

Willingness to embrace unstructured environments and manipulate large data sets

Solid organization skills and the ability to manage multiple and competing priorities while achieving superior results

Strong attention to detail

The ability to communicate clearly, both verbally and in writing, within the organization and externally

Commitment to exemplifying the highest integrity and professional business standards, while exercising the utmost discretion in managing sensitive information

Strong interpersonal skills with the ability to work independently and as part of a team

Ability to work with the Microsoft Suite and learn/work with other Customers Bank's applications