Sunrise Banks · 5 days ago
FINANCIAL ANALYST
Sunrise Banks is a financial institution seeking a Financial Analyst to support their finance team. The role involves providing accurate financial analysis and reporting, collaborating with cross-functional teams, and driving process improvements to support strategic decisions.
BankingFinancial Services
Responsibilities
Prepare and analyze monthly, quarterly, and annual financial reports for assigned business line(s)
Develop and maintain dashboards and reports using Power BI to provide actionable insights to leadership
Support the annual budgeting process, including data input, variance analysis, and reporting through Axiom
Collaborate with cross-functional teams to gather data, explain variances, and resolve issues
Identify process improvements and implement solutions without waiting for direction
Assist in financial modeling, forecasting, and scenario analysis to support strategic decisions
Build and maintain KPI reporting tools and trend analysis for executive reviews
Ensure accuracy and integrity of financial data across systems and reports
Learn and become proficient in Axiom FP&A software for budgeting and reporting
Provide ad hoc analysis and reporting as requested by leadership
Participate in monthly business line reviews and communicate findings effectively to senior executives
Qualification
Required
Bachelor's degree in Finance, Accounting, Economics, or related field desired
3+ years of experience in financial analysis, preferably in banking or financial services
Advanced Excel skills and high proficiency in financial modeling techniques
Power BI expertise required
Strong verbal and written communication skills; ability to present to senior leadership
Preferred
Familiarity with budgeting and planning software; Axiom is preferred
Benefits
Medical
Dental
Vision
AD&D
STD
LTD
FSA
PPL
PTO
PVTO
401k w/match and more.
Company
Sunrise Banks
Sunrise Banks is a bank offering banking and small business financing services.
Funding
Current Stage
Growth StageLeadership Team
Recent News
2025-11-04
2025-11-02
Company data provided by crunchbase