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.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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