United Community · 5 hours ago
Financial Planning & Analysis Analyst
US-NJ-Mount Laurel
Full-time
Onsite
Mid Level
3+ years expUnited Community is seeking a Financial Planning & Analysis Analyst to manage key financial processes within the company. The role involves financial planning, reporting, and analysis, while collaborating with various departments to support strategic initiatives and improve financial performance.
Banking
Responsibilities
Assist in the preparation of financial forecasts and plans
Develop reports and analysis from forecast and other systems
Maintain database extracts and related analysis from general ledger, leasing, and forecast systems
Manage expense allocation methodologies and processes
Prepare analyses for corporate strategic initiatives
Prepare business unit or segment profitability analysis
Support preparation, reconciliation, and distribution of responsibility reports
Perform ad hoc analysis accurately and timely
Qualification
Required
Bachelor's degree in finance or accounting
3+ years' experience as a financial analyst
Exposure to financial services industry; equipment leasing/finance experience a plus
Strong organizational and time management skills
Excellent written and oral communication skills
Strong analytical and problem-solving abilities
Ability to work independently and navigate ambiguity
Cross-functional teamwork in a fast-paced environment
Advanced MS Excel skills; proficiency in Microsoft Office Suite
Experience with Anaplan highly preferred; OneStream, LeaseWorks, Prologue, Great Plains a plus
Must be able to pass a background & credit check
This is a full-time position requiring schedule flexibility for evenings and weekends as needed
No travel required
Preferred
Experience with data management, forecasting, budgeting, and variance analysis
Experience building and transforming reports
Company
United Community
Since 1950, United Community has been driven to provide best-in-class service as we work to improve the financial well-being of the people and communities we serve.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
DeVan Ard
CEO
J Scott Preston
Division CEO United Community Bank
Company data provided by crunchbase