Hancock Whitney · 1 month ago
P&L Forecasting and Data Analyst (On Site)
UNO Center - New Orleans, LA
Full-time
Onsite
Senior Level
5+ years expHancock Whitney is a financial institution seeking a P&L Forecasting and Data Analyst responsible for conducting moderately complex financial analysis and modeling. The role involves analyzing financial information, preparing recommendations, and assisting in budget development and performance evaluation.
BankingFinancial Services
Responsibilities
Creates and utilizes modeling to analyze moderately complex financial actions and prepares recommendations for policy, procedure, control, or action
Analyzes financial information to determine present and forecast future financial performance; provides interpretation of financial trends to aid in strategic decision making
Performs analysis to identify division performance and budget trends recommends improvements accordingly; assists in the development and finalization of the budget, planning, and other financial requirements
Compiles and prepares periodic variance reports and management reviews; conducts applicable research for variances
Evaluates moderately complex profit plans, operating records, and financial statements to indicate return on investment or project status
Administers division incentive plan; tracks metrics and calculates payments; conducts correlation assessments with area performance
Establishes databases of pertinent information for use in analyzing future plans and forecasts
Makes recommendations to management regarding cost saving or profit generating opportunities and profitability improvement strategies
Coordinates with various levels of management to gather, analyze, summarize, and prepare recommendations regarding financial plans, new business planning, trended future requirements, and operating forecasts
Researches and prepares economic reports on subjects such as rate of return, depreciation, working capital requirements, investment opportunities, investment performance, and impact of governmental requirements
Incumbent is required to comply with all applicable federal, state, and local banking and industry related laws and regulations including but not limited to the Bank Secrecy Act
Qualification
Required
Bachelor's degree in Business, Finance or Accounting; MBA preferred
5+ years of experience in financial analysis or accounting; a comparable combination of education and experience considered
Previous related experience within a Financial Institution highly preferred
Thorough knowledge of financial statements, financial analysis and business strategies
Applicable working knowledge of the banking industry
Ability to work under stress and meet deadlines
Ability to travel
Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions
Preferred
MBA preferred
Previous related experience within a Financial Institution highly preferred
Company
Hancock Whitney
Hancock Whitney is offers a wide array of banking and financial services.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Mike Achary
CFO
Shane Loper
Chief Operating Officer
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