Financial Planning & Analysis Analyst/Senior Analyst

Posted Yesterday
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Honolulu, HI, USA
In-Office
Senior level
Real Estate
The Role
Performs FP&A activities including financial reporting, forecasting, variance and trend analysis, modeling, and data/process improvements. Supports and partners with business units, delivers insights for decision-making, and progressively leads planning processes and recommendations to influence business outcomes.
Summary Generated by Built In

As an Individual Contributor, this role performs financial planning and analysis activities, including financial reporting, forecasting, and analysis, to support business decision-making. Depending on experience and level, this role ranges from executing core analytical processes to leading financial planning efforts and serving as a strategic partner to business units.  The position contributes to interpreting financial results, identifying trends and risks, and delivering insights that inform operational and financial decisions. More experienced incumbents operate with increased independence, lead planning processes, and provide recommendations that influence business outcomes.

Preference will be given to candidates who currently reside in Hawaii. This position is required to report onsite at Bank of Hawaii Tower in Downtown Honolulu.

Responsibilities
  • Financial Reporting & Analysis – Prepares, develops, and analyzes financial and management reports, explaining key variances and performance drivers, and delivering insights to support business decisions. At more advanced levels, leads reporting efforts and provides recommendations to improve financial performance.
  • Forecasting, Budgeting & Planning – Supports and progressively leads components of forecasting and budgeting processes, ensuring alignment with business objectives and financial strategies. More senior levels facilitate planning processes and help define assumptions, risks, and opportunities.
  • Trend & Variance Analysis – Interprets financial data to identify trends, anomalies, and performance risks, and communicates findings clearly to stakeholders. Applies increasingly complex analysis and develops actionable recommendations at higher levels.
  • Advanced Data Analysis & Modeling – Analyzes data sets to evaluate financial performance and operational drivers. At more advanced levels, conducts in-depth analysis and develops financial models to assess risks, opportunities, and business scenarios.
  • Process & Data Improvement – Maintains and enhances financial data integrity, reporting tools, and analytical methodologies. Identifies opportunities to improve accuracy, efficiency, and scalability of financial processes.
  • Business Partnership & Stakeholder Support – Collaborates with business unit managers to provide financial insights, respond to ad hoc requests, and support decision-making. At higher levels, serves as a trusted advisor and influences business outcomes through analysis and recommendations.
  • Performs other responsibilities and duties as assigned.


     

Qualifications
  • Bachelor’s degree from accredited institution in finance, accounting or related field, or equivalent work experience.
    • Level II: 1 – 2 years of work experience in accounting, finance or related field.  Financial reporting experience preferred.  Banking or financial services industry preferred.
    • Level III: 2 – 3 years of work experience in accounting, finance or related field. Financial reporting experience preferred. Banking or financial services industry preferred.
    • Senior Analyst: 3 – 4 years of accounting or finance work experience, including 1-2 years financial reporting experience. Banking or financial services industry preferred.
  • Demonstrated proficiency and expertise with personal computers and Microsoft applications (Outlook, Word, Excel and Power Point).  Knowledge of or ability to use bank systems and software preferred.  
  • Demonstrated verbal and written communication skills, including presentation skills.  Must be analytical, detail oriented and organized.  Must be able to meet deadlines and handle multiple priorities.  Able to work flexible hours including holidays, weekends and evenings as needed or assigned.  

As a Bank of Hawaii employee, you ensure (or assist with ensuring) compliance with applicable laws, regulations, regulatory requirements and Bank policies and procedures, including but not limited to those related to Fair Banking, Anti-Money Laundering laws and regulations, Bank Secrecy Act and USA PATRIOT Act.

Delivering exceptional customer experiences is at the heart of what we do at Bank of Hawaii.  We listen, understand and deliver what our customers need to help them build a better tomorrow.

We are an EEO/AA employer, including disability and veterans.  For Bank of Hawaii's full EEO statement, please visit  https://www.boh.com/careers.
 

Skills Required

  • Bachelor's degree in finance, accounting, or related field, or equivalent work experience.
  • Level II: 1-2 years of accounting/finance experience (financial reporting preferred).
  • Level III: 2-3 years of accounting/finance experience (financial reporting preferred).
  • Senior Analyst: 3-4 years of accounting/finance experience, including 1-2 years financial reporting experience.
  • Demonstrated proficiency with Microsoft Outlook, Word, Excel, and PowerPoint.
  • Knowledge of or ability to use bank systems and software.
  • Demonstrated verbal and written communication and presentation skills.
  • Analytical, detail oriented, organized, able to meet deadlines and handle multiple priorities.
  • Ability to work flexible hours including holidays, weekends and evenings as needed.
  • Awareness of applicable banking laws and regulations (e.g., Fair Banking, AML, BSA, USA PATRIOT Act).
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The Company
40 Employees
Year Founded: 1993

What We Do

West Oahu Realty is a reputable real estate agency based in Honolulu, HI, specializing in real estate services, including the buying and selling of residential and commercial properties. The agency provides comprehensive listings for properties for sale and rent in the West Oahu area, leveraging their local knowledge to assist clients throughout the real estate process and ensure informed decisions.

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