Bank of the Orient · 4 hours ago
Senior Financial Analyst
Houston, TX
Full-time
Onsite
Mid, Senior Level
3+ years expBank of the Orient is an independent Asian Community Bank serving the Bay Area and Sugar Land, Texas for over 55 years, committed to excellence in banking services. They are seeking a Senior Financial Analyst to support the CFO and senior management in financial planning, forecasting, and capital strategy, while performing budget analysis and preparing financial reports.
BankingCustomer ServiceFinanceFinancial ServicesInformation Technology
Responsibilities
Perform annual budget, monthly variance analysis, quarterly forecasts and multi-year financial projections and evaluate current and future performance trajectory
Manage the budget process by reviewing and explaining budget variances with responsible executives/senior managers
Support the CFO and Controller with monthly ALCO packages, including NIM, rate sensitivity, and liquidity analysis
Prepare management and board – level financial reports summarizing profitability, liquidity, and capital metric
Build and maintain dynamic financial models for loan and deposit growth, margin projections, and capital metrics
Conduct yield and cost-of-funds analysis across market regions to inform deposit and funding strategy. This includes leading deposit analytics to support pricing strategy and modeling Asset-Liability-Management(ALM) strategies
Contribute to capital planning, stress testing, and public-company readiness initiatives. Evaluate financial performance of the Bank’s various lines of business(LOB) and assist with decision making by synthesizing key trends, assessing current and future business risks, and preparing, analyzing, and reporting on financial results and key metrics
Provide ad-hoc financial analysis and recommendations to support strategic initiatives
Perform liquidity planning and cash forecasting for the Bank
Forecast and manage liquidity needs through daily cast flow analysis, to support the bank’s daily operations and balance sheet strategy
Qualification
Required
Bachelor's degree in Finance, or Accounting, MBA, CPA preferred
3-5 years of progressive experience in FP&A, within a bank or financial institution
Advanced Excel modeling skills; familiarity with Power BI, SQL, or similar tools a plus, and banking working knowledge; and knowledge of generally accepted accounting principles
Competency in application of regulatory compliance rules and laws
Demonstrated ability to read and analyze financial and procedural data and to recognize potential conflicts
Ability to use knowledge, experience, discretion and independent judgment in resolving problems
Demonstrated ability to manage multiple priorities and meet deadlines in a fast-paced environment
Demonstrated knowledge of computer programs – i.e., MS Word, Excel, and familiarization with accounting programs
Strong analytical, communication, and presentation skills
Company
Bank of the Orient
Bank of the Orient is a bank specializing in personal and business solutions.
51-200 employees
H1B Sponsorship
Bank of the Orient has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (1)
2023 (2)
2021 (4)
2020 (3)
Funding
Current Stage
Growth StageLeadership Team
John Curtis
President and Chief Executive Officer
Company data provided by crunchbase