Job Description:
Financial Analyst IIs collaborate with department managers to create and maintain the budgets and forecasts to which they are responsible. They work with department managers to analyze periodic variances to budget and forecast to determine gaps in operational performance. They also aid department managers and executives in the financial evaluation of current and new products/projects and service lines for the corporation.
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.
Requirements:
The minimum amount of relevant work experience required to successfully perform the job is at least four (4) years. Education or job knowledge equivalent to a college or university undergraduate education.
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
Expert knowledge of MS Excel or other database skills a plus
Familiarity with data visualization tools and techniques preferred
Ability to work independently and balance multiple projects/priorities
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.
Demonstrated financial and/or analytical experience including familiarity with concepts of forecasting, budgeting, and variance analysis, and/or data interpretation and analysis
As a forward-thinking software provider, Computer Services, Inc. (CSI) helps community and regional financial institutions solve their customers’ needs through open and flexible technologies. In addition to its award-winning core banking platform, these include the latest in lending, digital banking, payments, financial crime prevention and cybersecurity. Building on its 60-year track record of personalized service, CSI is shaping the future of banking and empowering its customers to rival their competition. For more information about CSI, visit www.csiweb.com
CSI provides rewarding and challenging career opportunities for our employees. When determining your pay, we consider various factors such as your skills, qualifications, experience and location. Along with a competitive salary, this position includes eligibility for incentive awards based on both individual and business performance. We also offer a comprehensive range of benefits. To learn more about our benefits, visit: Benefits Summary
CSI is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, physical and mental disability, marital status, veteran status, or any other characteristic protected by applicable law. If you need an accommodation during the recruitment process, please email us at [email protected] and we will work with you to meet your accessibility needs.
For applicants residing in California, please read Privacy Notice for California Residents | CSI (csiweb.com)
Visa Sponsorship: We are unable to offer visa sponsorship for this position. Applicants must be authorized to work in the United States without the need for sponsorship now or in the future.
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What We Do
As a forward-thinking technology partner, we accelerate our delivery of cutting-edge solutions to empower our customers’ growth. CSI heavily invests in research and development, product partnerships and strategic acquisitions to provide the most innovative technologies—all while maintaining our service-first mentality.
We drive financial institutions and other businesses forward with a variety of services, including:
Core Banking
With more than 57 years as a leader in core bank processing, CSI’s enterprise banking solutions empower institutions to compete in an open banking environment while growing assets, developing additional revenue streams and reaching new customers by integrating the latest digital technologies.
Regulatory Compliance
As an established leader in compliance, top global brands trust CSI as their regtech partner and rely on us for our advanced compliance software—including industry-leading fraud and anti-money laundering solutions.
Managed Cybersecurity
CSI offers cloud-based cybersecurity services, with 24/7 monitoring, real-time incident remediation, seamless compliance integration and industry-leading support for enhanced threat mitigation.
IT Management
As one of the largest, most trusted managed services partners in the country, we take a consultative approach to IT management to provide a scalable, efficient IT enterprise that supports institutions’ growth and regulatory needs.
Document Distribution
From digital document delivery to cost-efficient print and mail services, CSI provides a full range of document distribution solutions to help financial institutions stay connected with their customers.
Advisory Services
CSI’s Advisory Services—which include IT governance, compliance and risk management services—deliver cost-effective solutions that reduce the time and expense of managing security and compliance while ensuring technology is aligned to business objectives.
