CSI · 13 hours ago
Financial Analyst
United States
Full-time
Remote
Mid Level
4+ years expCSI is a forward-thinking software provider that helps community and regional financial institutions solve their customers’ needs through open and flexible technologies. The Financial Analyst II will collaborate with department managers to create and maintain budgets and forecasts, analyze variances, and aid in financial evaluations of products and projects.
Financial ServicesInformation TechnologySoftware
No H1B
Responsibilities
Financial Analysis including but not limited to periodic budget/forecast variance analysis, capital expenditure analysis, and personnel analysis
Assists in the implementation of organizational changes in financial reporting systems
Accurately and efficiently forecast expenses in their associated departments. Develops key insights for variance and profitability analysis through standard and custom-tailored reports and projections
Compilation of monthly/quarterly/annual executive and Board financial reporting and analytics
Develops and maintains profitability/margin analysis for multiple lines of business within the corporation using detailed cost allocation methodologies
Analyzes past and current financial data to identify trends in financial performance and provides recommendations for improvement
Collaborates with department managers and members of the finance team on other financial analysis needs as requested
Performs other duties as assigned
Qualification
Required
The minimum amount of relevant work experience required to successfully perform the job is at least four (4) years
2-3 years of relevant experience
Bachelor's Degree required, with an accounting or finance emphasis preferred
Strong quantitative skills and attention to detail required
Ability to work independently and balance multiple projects/priorities
Demonstrated financial and/or analytical experience including familiarity with concepts of forecasting, budgeting, and variance analysis, and/or data interpretation and analysis
Preferred
Expert knowledge of MS Excel or other database skills a plus
Familiarity with data visualization tools and techniques preferred
Proficiency in 3 statement financial models a plus - Balance sheet, P&L and Cash flow
Experience with SQL queries, Tableau & organizing large datasets
Experience leading and developing financial models, creating new financial processes, models and tools
Benefits
Competitive salary
Eligibility for incentive awards based on both individual and business performance
Comprehensive range of benefits
Company
CSI
As a forward-thinking financial technology and software partner, we help community and regional banks, as well as organizations worldwide, solve their customers’ needs through open and agile technologies.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknownKey Investors
TA Associates
2024-01-10Private Equity
2022-08-22Acquired
2000-06-30IPO
Leadership Team
Troy Bradley
Chief Technology Officer
Linda Fischer
Chief Operating Officer
Recent News
2025-12-11
MarketScreener
2025-10-23
Company data provided by crunchbase