Position Summary
Reporting to the Chief Operating and Digital Officer, this position provides financial insight and analytical support for the operating and digital functions of a $41 billion bank.
The role translates operational and digital performance into clear, actionable insights that support both day-to-day execution and long-term strategic decision-making.
The Financial Analyst partners closely with business and technology leaders to lead financial reporting and analysis, develop forecasts and budgets, and explain financial and operational variances that measure efficiency, productivity, and financial performance across the organization.
In addition, the role develops financial models and business cases for strategic initiatives so leadership can prioritize investments, manage risk, and ensure resources are aligned with enterprise objectives.
The position also leverages modern analytical tools, including automation and GenAI capabilities, to improve the speed, accuracy, and depth of financial insight available to leadership.
This role serves as a key finance resource within Operations Administration and across business lines by helping leadership understand performance drivers, evaluate investment decisions, and improve reporting across the organization.
Key Responsibilities
- Collaborate with senior leaders and cross-functional teams across areas including Digital Banking, Personal Banking, Business Express, Retail Product Management, Marketing, Corporate Technology, Loan and Bank Operations, Real Estate Development, Learning & Performance, and Credit Cards.
- Analyze monthly line-of-business financial statements to identify trends, assess performance and make recommendations.
- Manage the $260 million annual Operations Administration budget and support the Bank’s strategic planning process.
- Prepare executive-level reporting and quarterly Board presentation materials, translating complex data into clear summaries for Bank leadership.
- Conduct research and analysis on industry trends and business unit performance to inform strategic decisions.
- Develop and maintain financial models, forecasts, scenario analyses, and management reporting that support near-term execution and long-range planning.
- Track key operational, productivity, and expense metrics; identify drivers of variance; and recommend actions to improve financial and operating performance.
- Support business cases for strategic initiatives, technology investments, and process improvements, including assumptions, risks, and expected returns.
- Partner with business and technology leaders to enhance reporting processes through automation, standardization, and appropriate use of analytical and GenAI tools.
- Ensure reports and analyses are accurate and timely, with clear documentation of methodology, assumptions, and sources.
- Prepare ad hoc analyses and presentation materials for executive leadership as needed.
Primary Highlights
- Direct exposure to executive decision-making and strategic initiatives and the ability to make an impact through analysis and insight.
- Use of automation and GenAI to streamline reporting while staying informed on emerging tools that can improve financial processes, influencing how technology supports the Bank’s operations.
- Role that blends financial expertise with practical innovation, offering room to grow into leadership, lending or specialized finance roles.
Primary Fit for this Role
- Interest in building a comprehensive banking knowledge base by learning both MidFirst Bank’s operations and the wider industry.
- Ability to translate information into clear, concise written explanations for leadership.
- Naturally curious, with a mindset geared toward learning and continuous improvement.
Qualifications
- Bachelor’s degree in finance, accounting, economics, business, or a related field, or equivalent relevant experience.
- Strong analytical and problem-solving skills, including the ability to interpret financial and operating results and translate them into actionable recommendations.
- Advanced proficiency in Microsoft Excel and strong presentation skills, including the ability to synthesize materials for executive audiences.
- Ability to manage multiple priorities, work independently, and maintain a high level of accuracy and attention to detail.
- Strong written and verbal communication skills with the ability to work effectively across functions and levels of leadership.
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.
Skills Required
- Bachelor's degree in finance, accounting, economics, business, or related field, or equivalent relevant experience.
- Strong analytical and problem-solving skills, including interpreting financial and operating results into actionable recommendations.
- Advanced proficiency in Microsoft Excel.
- Strong presentation skills, including ability to synthesize materials for executive audiences.
- Ability to manage multiple priorities, work independently, and maintain high accuracy and attention to detail.
- Strong written and verbal communication skills with ability to work effectively across functions and levels of leadership.
- Interest in building comprehensive banking knowledge, curiosity, and continuous learning mindset.
MidFirst Bank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about MidFirst Bank and has not been reviewed or approved by MidFirst Bank.
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Healthcare Strength — Health, dental, and vision coverage are available to eligible full‑time and part‑time employees, with company‑paid long‑term disability and an EAP included. Medical plans through Blue Cross Blue Shield and wellness incentives that can lower premiums are highlighted.
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Retirement Support — A company 401(k) match with a clear formula and a defined vesting schedule provides meaningful retirement support. Eligibility and enrollment timing are specified, reinforcing predictable access to the plan.
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Leave & Time Off Breadth — Paid vacation, paid sick leave, and paid holidays are emphasized, with a paid community service day also referenced. Time‑off offerings are portrayed as generous across materials.
MidFirst Bank Insights
What We Do
MidFirst Bank occupies a rare position within the banking industry. With $41.2 billion in assets, MidFirst Bank is the largest privately owned bank in the country. This combination of size and private ownership provides our customers with a special brand of banking. MidFirst Bank offers a full range of personal, commercial, trust, private banking and mortgage banking products and services. MidFirst is a strong commercial real estate lender and a major servicer of mortgage loans nationally. As a private business ourselves, we understand the unique needs of each business community we serve at each of our locations in Arizona (Phoenix), California (Los Angeles, Orange County, Santa Barbara, San Diego), Colorado (Boulder, Denver, Edwards, Fort Collins), Nevada (Las Vegas), Oklahoma (Oklahoma City, Tulsa, Western Oklahoma), Texas (Dallas, Houston, San Antonio) and Utah (Salt Lake City). Additionally, MidFirst Bank has commercial lending offices in Atlanta, Chicago, Nashville, New York City, Orlando, Raleigh and Southern California. We serve Southern California through 1st Century Bank, a division of MidFirst Bank. We also operate MidFirst Business Credit as a subsidiary of MidFirst Bank. MidFirst Bank provides services that compete with larger banks, while the people and culture truly define the MidFirst Bank difference. MidFirst provides exceptional financial and deeply committed customer service. Team members are loyal in their character, loyal in their personal commitment to customers, and loyal to always doing the right thing. MidFirst customers can always count on working with thoughtful, intelligent, honest professionals who are true to their financial goals. MidFirst Bank is a strong supporter of the communities they serve, investing time and money in important educational, charitable and civic organizations. Copyright © 2025 MidFirst Bank. All rights reserved. Member FDIC. Equal Housing Lender.
