FINANCIAL ANALYST jobs in United States
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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
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Culture & Values

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

Financial AnalysisAxiom SoftwarePower BIFinancial ModelingAdvanced ExcelAnalytical ThinkingCommunicationCollaboration

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

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Sunrise Banks is a bank offering banking and small business financing services.

Funding

Current Stage
Growth Stage

Leadership Team

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David Reiling
Chairman & CEO
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Rick Beeson
President/CEO (1993 to 2012) & Corporate Dev't & Gov't Relations (present)
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Company data provided by crunchbase