Business Analyst jobs in United States
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United Bank · 1 week ago

Business Analyst

United Bank is a financial institution committed to nurturing a culture reflective of the communities it serves. The Business Analyst will deliver strategic financial insights and reporting to support executive leadership, requiring strong analytical capabilities and deep financial acumen.

BankingCredit CardsFinancial ServicesLendingVenture CapitalWealth Management

Responsibilities

Analyze income statements and P&L statements to identify trends, variances, and performance drivers
Lead and support annual budget planning, collaborating with department heads and senior leaders to align financial goals with strategic objectives
Monitor non-interest expenses against budget throughout the year, providing variance analysis and recommendations for cost control
Prepare and deliver monthly, quarterly, and annual financial reports for executive leadership, ensuring accuracy, clarity, and strategic relevance
Develop and maintain forecasting models to support financial planning and scenario analysis
Partner with senior business line leaders to provide financial insights that inform decision-making and operational strategy
Conduct ad hoc financial analysis to support strategic initiatives, regulatory inquiries, or executive requests
Provide expert level assistance to the CFO for other projects as assigned, including budgeting, M&A analysis, etc
Identify opportunities to improve financial reporting processes, tools, and data accuracy
Collaborate with IT and data teams to enhance reporting systems and ensure data integrity across platforms
Support automation initiatives to streamline recurring reporting and analysis tasks
Ensure financial reporting complies with internal policies, regulatory requirements, and audit standards
Assist in preparing documentation for internal and external audits as needed

Qualification

Financial AnalysisFinancial ModelingExcel ProficiencyStakeholder ManagementProcess ImprovementCritical ThinkingCommunication SkillsIndependent Work

Required

Bachelor's degree in finance or accounting is required
Minimum of seven (7) years working in financial analysis, preferably within the banking or financial services industry
Advanced proficiency in Excel and financial modeling; experience with financial systems is a plus
Demonstrated ability to apply advanced financial concepts required
Must be strategic, analytical, and a strong communicator with the ability to drive key decisions
Proven ability to work independently and manage complex projects

Preferred

Master's degree or CPA preferred

Company

United Bank

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United Bank is a bank that offers lending services to customers.

Funding

Current Stage
Late Stage

Leadership Team

J
James Consagra
CEO
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R
Ross Draber
Chief Operating Officer
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Company data provided by crunchbase