Financial Analyst I-Financial Planning

Full Time
Coral Gables, FL 33134
Posted
Job description

RESPONSIBILITIES

  • Assist, with close supervision, in the production, review, and follow up of annual budgets, quarterly forecasts, and strategic plan, for all units and companies within Amerant Bancorp Inc. for Other Income and Other Expenses.
  • Provide management with comparative reports of Actual vs. Budget and/or forecasts for Other Income and Other Expenses, at Holding consolidated level, or by subsidiary and explanation of variances, monthly.
  • Assist in other areas of the budget process including, but not limited to interest rates, spreads, growth assumptions for financial assets and financial liabilities and their related impact on financial margin
  • Prepare Budget/Forecast presentations for approval by the Board of Directors or Executive Committee.
  • Perform business cases and ad-hoc analyses, as well as participation in special projects as required.
  • Interact with other Operations’ teams, providing support and insights to help improve planning, and budget/forecast accuracy, while improving your FP&A leadership skills

Minimum Education and/or Certifications Requirements:

  • Bachelor’s Degree in Finance, Accounting, Business Administration, or Economics. MBA a plus.

Minimum Work Experience Requirements:

  • One to three years of relevant experience in banking with a focus on accounting, budgeting, and financial modeling, and analysis.
  • Understanding of a bank’s financial statements
  • Independently prioritize workload, identify required analysis and solutions, and time-manage progress towards tight deadlines.
  • Know-how of data needed, as well as securing the data needed to run all the models.
  • Attention to detail and accuracy is a must

Technical and/or Other Essential Knowledge:

  • MS Office skills, including advanced MS Excel, intermediate PowerPoint, and MS Word.
  • Knowledge of data management systems, a plus.
  • Knowledge of report query and design
  • Knowledge of Axiom EPM, or similar application, desired
  • Excellent computer skills using financial/spreadsheet software packages
  • Bilingual (English/Spanish) a plus.

WORK LOCATION

The first 90 days on-site presence is required at the Coral Gables headquarter.

This hybrid role will have a defined work location that includes work from home and assigned office days as set by the manager, at the Coral Gables headquarter

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