Senior Financial Analyst

Posted Yesterday
Be an Early Applicant
Greenville, SC, USA
In-Office
60K-93K Annually
Senior level
Financial Services
The bank that SERVICE built.
The Role
Provides financial reporting, forecasting, budgeting, variance analysis, and executive presentations. Partners with business units and financial systems teams on reporting, data management, and analytical support. Monitors financial statements, supports strategic initiatives, and contributes to expense efficiency projects. The role requires occasional travel and schedule flexibility, with employment contingent on criminal background and credit checks.
Summary Generated by Built In
Overview

The senior analyst will provide analysis of monthly/quarterly/annual financial reporting. This person will also create presentations to executive management, and support various teams with analytical support. This person will support the monthly forecast and annual budget processes, along with other special projects, such as expense efficiency initiatives.

What You’ll Do
  • Participate in the annual budget process, including communication of assumptions, timelines, training, system support and executive level reviews
  • Contribute to the earnings and capital forecast, coordinate with business partners and provide monthly updates to executive management
  • Present financial results to senior management in monthly Financial Performance Reviews
  • Create OC and Board level financial presentations
  • Monitor, analyze and report on monthly financial statements for multiple banks / business units
  • Partner with business units, and other internal resources, on report development and delivery, and provide training when necessary
  • Partner with the Chief Data Office and Financial Systems on data management and self-service reporting tools
  • Support other reporting and analytical needs of business units and management as needed
  • Assist as needed on projects/strategic initiatives that span multiple functions
  • Perform other duties as assigned
Requirements For Success
  • Bachelor’s Degree in Accounting, Finance or Business Administration
  • 3-5 years of Accounting or Finance experience
  • Experience with advanced data management, forecasting, budgeting and variance analysis preferred
  • Strong organizational and time-management skills
  • Strong written and oral communication skills; ability to effectively communicate with various functions
  • Strong analytical skills – ability to understand concepts quickly and solve complex problems
  • Ability to work independently
  • Banking experience a plus
  • Ability to work with all levels of the organization
  • Experience with Microsoft Office is required
  • Experience with OneStream, SQL Server, Cognos, Tableau and Alteryx is preferred
  • Participate and complete all required compliance training, including Bank Secrecy Act/anti-money laundering training, as well as internal and external training programs, online training, meetings, and seminars/conferences, etc.
Conditions of Employment
  • Must be able to pass a criminal background & credit check.

FLSA Status: Exempt


SUPERVISORY RESPONSIBILITY

N/A


WORK ENVIRONMENT

Corporate Office – Greenville, SC


POSITION TYPE

This is a full-time position that requires schedule flexibility to work evenings and weekends as needed.


TRAVEL

This position may require occasional travel.


OTHER

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class.


Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


The job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities and activities may change or be assigned at any time with or without notice.

Pay RangeUSD $60,466.00 - USD $93,119.00 /Yr.

Skills Required

  • Bachelor's degree in Accounting, Finance, or Business Administration
  • 3-5 years of Accounting or Finance experience
  • Strong organizational and time-management skills
  • Strong written and oral communication skills
  • Strong analytical and complex problem-solving skills
  • Ability to work independently
  • Ability to work with all levels of the organization
  • Microsoft Office experience
  • Advanced data management, forecasting, budgeting, and variance analysis experience
  • Banking experience
  • OneStream experience
  • SQL Server experience
  • Cognos experience
  • Tableau experience
  • Alteryx experience
  • Ability to pass a criminal background and credit check

United Community Bank Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about United Community Bank and has not been reviewed or approved by United Community Bank.

  • Leave & Time Off Breadth — PTO and parental leave are presented as robust, covering vacation, sick and personal time plus federal holidays. Time-away policies are highlighted as strengths relative to base pay.
  • Healthcare Strength — The package includes multiple medical plan options, company-paid short- and long-term disability, and company-paid life insurance at a high multiple of salary. These protections are positioned as core strengths of the total rewards offering.
  • Retirement Support — A 401(k) with employer match and HSA with employer contributions are part of the offering. These components indicate meaningful support for long-term financial security.

United Community Bank Insights

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The Company
HQ: Blairsville, GA
2,385 Employees
Year Founded: 1950

What We Do

Since 1950, United Community has been driven to provide best-in-class service as we work to improve the financial well-being of the people and communities we serve. As a top 100 U.S. financial institution, we offer comprehensive banking, wealth management, and mortgage services, serving clients across the Southeast with more than 200 locations throughout Alabama, Georgia, North Carolina, South Carolina, Tennessee, and Florida. Our commitment to service has earned us numerous accolades, including ten J.D. Power awards for #1 in customer satisfaction in the Southeast, and consistent recognition from Forbes, including multiple appearances on their lists of World's Best Banks and America's Best Banks. We were also recognized by Newsweek as one of America's Most Trusted Companies and are a multi-year recipient of American Banker's "Best Banks to Work For" award. We are an Equal Housing Lender and Member FDIC. For a better banking experience, visit your local United Community branch today. For more information about our products and services, please visit ucbi.com.

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