Financial Analyst II
Trustmark National Bank, Jackson, MS, United States
Financial Analyst II
Location: US-MS-Jackson
Overview
Position is responsible for conducting in-depth financial analysis including forecasting, budgeting, data analysis, and metric development.
Responsibilities
Build and manage financial models to support forecasting, budgeting, report creation to support long-term planning
Prepare monthly business review materials with actionable commentary
Automate and improve financial processes and reporting using tools such as Excel, Power BI, OBIE, or financial planning software
Monitor and forecast key performance indicators (KPIs), develop dashboards, and deliver performance analyses that influence decisions within the organization
Develop new and existing materials for senior management presentations, discussions, and reviews
Active role in the development of the annual budget and multi-year strategy plans
Perform additional duties as assigned
Qualifications
Bachelor's degree in Finance or Accounting or related field of study
2+ years of experience in Financial Planning and Analysis (FP&A) or corporate finance role
Prior experience with building complex financial models
Strong financial acumen with the ability to analyze financial data, budget, and translate into actionable financial activities
Strong analytical skills with the ability to interpret data and make recommendations
Strong experience with Microsoft applications, primarily Excel, Teams, PowerPoint, Outlook, Access, SharePoint, Word, VBA and other database analysis and reporting tools
Demonstrated strong written and oral communication skills, including the ability to communicate and present findings in understandable terms for appropriate management interactions
Demonstrated ability to interact with professionalism and demonstrate confidence in presentations
Demonstrated ability to manage multiple projects and exercise appropriate organization and time management skills
Demonstrated ability to develop and maintain strong relationships with key stakeholders
Master's degree in Accounting, Finance, or Business Administration preferred
2+ years working in the financial department at a financial institution preferred
Strong knowledge of OBIEE, Power BI, Cognos, or other business intelligence dashboard tools preferred
Physical Requirements
Physical Requirements/Working Conditions:
Must be able to sit for long periods of time and use computer keyboard and/or mouse, while viewing computer screens.
Note
This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment.
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Location: US-MS-Jackson
Overview
Position is responsible for conducting in-depth financial analysis including forecasting, budgeting, data analysis, and metric development.
Responsibilities
Build and manage financial models to support forecasting, budgeting, report creation to support long-term planning
Prepare monthly business review materials with actionable commentary
Automate and improve financial processes and reporting using tools such as Excel, Power BI, OBIE, or financial planning software
Monitor and forecast key performance indicators (KPIs), develop dashboards, and deliver performance analyses that influence decisions within the organization
Develop new and existing materials for senior management presentations, discussions, and reviews
Active role in the development of the annual budget and multi-year strategy plans
Perform additional duties as assigned
Qualifications
Bachelor's degree in Finance or Accounting or related field of study
2+ years of experience in Financial Planning and Analysis (FP&A) or corporate finance role
Prior experience with building complex financial models
Strong financial acumen with the ability to analyze financial data, budget, and translate into actionable financial activities
Strong analytical skills with the ability to interpret data and make recommendations
Strong experience with Microsoft applications, primarily Excel, Teams, PowerPoint, Outlook, Access, SharePoint, Word, VBA and other database analysis and reporting tools
Demonstrated strong written and oral communication skills, including the ability to communicate and present findings in understandable terms for appropriate management interactions
Demonstrated ability to interact with professionalism and demonstrate confidence in presentations
Demonstrated ability to manage multiple projects and exercise appropriate organization and time management skills
Demonstrated ability to develop and maintain strong relationships with key stakeholders
Master's degree in Accounting, Finance, or Business Administration preferred
2+ years working in the financial department at a financial institution preferred
Strong knowledge of OBIEE, Power BI, Cognos, or other business intelligence dashboard tools preferred
Physical Requirements
Physical Requirements/Working Conditions:
Must be able to sit for long periods of time and use computer keyboard and/or mouse, while viewing computer screens.
Note
This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment.
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