FINANCIAL ANALYST

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