Senior Financial Analyst jobs in United States
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First Western Trust · 9 hours ago

Senior Financial Analyst

positionDenver, CO
timeFull-time
remoteOnsite
senioritySenior Level
money$80K/yr - $120K/yr
date5+ years exp

First Western Trust is a forward-thinking financial institution committed to excellence and innovation. As a Senior Financial Analyst, you will manage forecasting and planning cycles, lead financial modeling and variance analysis, and deliver insights to support strategic decision-making across departments.

BankingFinancial ServicesRetirementWealth Management
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H1B Sponsor Likelynote

Responsibilities

Analyze financial performance by reviewing actuals versus forecasts, investigating material variances, and providing insights and actionable recommendations
Develop financial models for operational results, forecasts, and business plans to support leadership decision-making
Coordinate and drive the Company’s planning processes, compiling and modeling department inputs into forecasts and budgets, and developing tools to improve accuracy
Monitor and analyze key performance indicators, perform trend and industry analysis, and recommend strategic actions based on findings
Collaborate with finance and accounting teams on the month-end, quarter-end, and year-end close process, including audit support and ensuring correct financial reflection in reporting
Manage the asset/liability modeling (ALM) function of the Bank, analyze results, and provide strategic input
Perform and lead ad hoc analysis and modeling, including special projects such as goodwill impairment and expansion due diligence
Identify and implement process improvements across finance and adjacent functions; introduce new reporting formats and analytical tools
Provide valuation support, coordinate special reporting projects, and make recommendations for optimizing reporting efficiency
Supervise and coach junior analysts, managing workflow, supporting development, and ensuring project execution
Maintain a strong understanding of applicable laws, regulations, internal policies, and procedures to ensure compliance

Qualification

Financial modelingForecastingVariance analysisAdvanced ExcelFinancial planning softwareData analysisSupervisory experienceCFA certificationCPA certificationCommunication skillsProblem-solving skillsAttention to detailSelf-starterCollaboration

Required

Bachelor's degree in Finance, Accounting, Economics, or related field
5–7 years of experience in a finance role with a strong understanding of business operations and complex financial projects
Advanced Microsoft Excel skills, including data modeling and spreadsheet development
Proficiency in managing and extracting insights from large datasets across systems
Strong analytical and problem-solving skills with the ability to develop and implement solutions
Ability to clearly communicate complex financial concepts to a variety of audiences
Highly motivated self-starter with strong attention to detail and sense of urgency
Maintain a strong understanding of applicable laws, regulations, internal policies, and procedures to ensure compliance

Preferred

MBA or Master's in Accounting or Finance
1–3 years of experience in financial services
1–3 years of supervisory experience
Experience with financial planning software and advanced reporting tools
CPA or CFA certification

Benefits

401(k) plan with employer match.
Paid parking and transportation benefits.
Comprehensive health and wellness benefits, including:
Health savings accounts (HSA)
Flexible spending accounts (FSA)
Medical, dental, and vision coverage
Generous paid time off and bank holidays.
Access to training and professional development programs.
Sponsorship and support for obtaining professional certifications.

Company

First Western Trust

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We cater to the distinct needs of high-net-worth individuals, families, entrepreneurs, and business owners, offering a deeply personal and sophisticated financial experience.
dateFounded in 2002
location
Denver, Colorado, USA
people-size201-500 employees
web-link
https://myfw.com/

H1B Sponsorship

First Western Trust has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2023 (2)

Funding

Current Stage
Public Company
Total Funding
$46.98M
2022-12-05Post Ipo Debt· $20M
2020-12-09Post Ipo Debt· $10M
2020-03-17Post Ipo Debt· $8M

Leadership Team

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Julie Courkamp
President and Chief Operating Officer
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Alex McDougall
Regional President
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Recent News

GlobeNewswire
First Western Reports Fourth Quarter 2025 Financial Results
2026-01-23
legacy.thefly.com
First Western Financial reports Q4 EPS 34c, consensus 43c
2026-01-23
TradingView
First Western Financial's Q4 net income rises to $3.3 mln
2026-01-22
Company data provided by crunchbase