POSITION SUMMARY
This position supports the finance team by providing accurate, timely, and insightful financial analysis and reporting for at least one business line. The ideal candidate will combine strong technical skills with excellent communication and collaboration abilities, proactively seeking improvements and driving interdepartmental engagement. This role requires a commitment to continuous learning and ownership of responsibilities, including mastering complex financial software such as Axiom. Responsibilities also include KPI reporting, variance analysis, and financial modeling to support strategic decisions and executive reviews.
ESSENTIAL FUNCTIONS
- Prepare and analyze monthly, quarterly, and annual financial reports for assigned business line(s).
- Develop and maintain dashboards and reports using Power BI to provide actionable insights to leadership.
- Support the annual budgeting process, including data input, variance analysis, and reporting through Axiom.
- Collaborate with cross-functional teams to gather data, explain variances, and resolve issues.
- Identify process improvements and implement solutions without waiting for direction.
- Assist in financial modeling, forecasting, and scenario analysis to support strategic decisions.
- Build and maintain KPI reporting tools and trend analysis for executive reviews.
- Ensure accuracy and integrity of financial data across systems and reports.
- Learn and become proficient in Axiom FP&A software for budgeting and reporting.
- Provide ad hoc analysis and reporting as requested by leadership.
- Participate in monthly business line reviews and communicate findings effectively to senior executives.
SUPERVISORY RESPONSIBILITIES
- This position does not supervise other employees.
COMPETENCIES
- Communication & Influence
- Collaboration
- Ownership & Initiative
- Technical Expertise
- Continuous Learning
- Analytical Thinking
- Relationship Management
EDUCATION & EXPERIENCE
- Bachelor’s degree in Finance, Accounting, Economics, or related field desired.
- 3+ years of experience in financial analysis, preferably in banking or financial services.
- Advanced Excel skills and high proficiency in financial modeling techniques.
- Power BI expertise required.
- Familiarity with budgeting and planning software; Axiom is preferred.
- Strong verbal and written communication skills; ability to present to senior leadership.
COMPENSATION AND BENEFITS
- Annual salary range DOQ: $60,000 - $80,000 - $100,000
- Benefits: Medical, Dental, Vision, AD&D, STD, LTD, FSA, PPL, PTO, PVTO, 401k w/match and more. Visit www.sunrisebanks.com
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Top Skills
What We Do
At Sunrise Banks, our success relies on the success of the communities we serve. We believe that where you bank matters. That’s why it’s our mission to be the most innovative bank empowering financial wellness. As a socially responsible bank, we offer financial products that aim to better the lives of our clients in Minnesota, South Dakota, and beyond. Since 1986, we have been committed to working with the communities we serve using innovative tools and resources that provide opportunities to gain stability, build generational wealth or start a business. Sunrise Banks was founded by David Reiling, a social entrepreneur and innovator on the cutting edge of fintech and financial wellness. He strives to forge meaningful partnerships that drive sustainable economic growth. The bank, driven by David’s vision, focuses on positive community engagement and partners with like-minded companies to extend its mission nationally and around the world. Our membership and certifications are one way we demonstrate our ethical banking standards. Our mission is embedded in the products we offer and the services our customers receive. We provide innovative services throughout our core banking and fintech offerings. These certifications and memberships show our commitment to values-based banking: • Certified B Corporation • Certified Community Development Financial Institution • Member of the Global Alliance for Banking on Values Member FDIC | Equal Housing Lender | Equal Opportunity Provider | NMLS # 640909 | AA/EOE
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