Financial Analyst II
The Financial Analyst II is responsible for preparing analysis of the organization's financial results. Through financial modeling, this job provides insights into the company's financial status, including cash flow, accounts receivable, accounts payable, debt, equity, operating income, working capital, etc. Under moderate supervision, this job's analysis and modeling is used by senior management to inform business and financial decisions.
Key Responsibilities and Duties
- Prepares financial models that analyze monthly financial results in order to identify drivers and explain key variances.
- Completes forecasts and modeling and ensures that results are timely and accurate.
- Completes re-forecasting activities and updating/evolving forecast models.
- Participates in general ledger journal entry posting activities during the closing process to help ensure that financial statements are accurate.
- Prepares ad hoc departmental reports that analyze departmental financial results versus budget/forecasts.
- Drafts financial reports and presentations for management that inform business and financial decisions.
- Seeks guidance from senior management regarding challenges that require more advanced knowledge.
Minimum Qualifications
- 2 years of experience in financial analysis, planning, modeling
- Advanced skills in MS Excel
Preferred Qualifications
- 3+ years of experience with compensation planning and forecasting a plus
- Previous experience supporting workforce planning initiatives
- Familiarity with an enterprise reporting system - TM1 or similar
Educational Requirements
- University (Degree) Preferred
Physical Requirements
- Physical Requirements: Sedentary Work
Career Level
6IC
Posting end date - 5/10/26
Skills Required
- 2 years of experience in financial analysis
- Advanced skills in MS Excel
EverBank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about EverBank and has not been reviewed or approved by EverBank.
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Fair & Transparent Compensation — Pay is often positioned as fair-to-good, including being competitive for certain roles and local markets. Satisfaction appears stronger in specific teams where compensation aligns with expectations.
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Wellbeing & Lifestyle Benefits — Well-being extras are emphasized, including a Lifestyle Spending Account for eligible wellness expenses alongside wellness resources and an EAP. These features can increase perceived total rewards value beyond base pay.
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Retirement Support — Retirement support is framed around a 401(k) match up to 4% with additional insurance protections. The structure is described as competitive for a mid-size bank, even if not best-in-class.
EverBank Insights
What We Do
EverBank is a nationwide specialty bank providing high-value products and services to consumer and commercial clients nationwide. As a pioneer in online banking, we offer convenient digital account access for clients 24/7, in addition to phone banking services and a network of financial centers across Florida. EverBank’s commitment is to deliver our clients high-performing, high-yield solutions backed by exceptional service, giving them the advantage they expect, to make the most of their money.
