Financial Analyst

Job Description

Financial Analyst | CFS

The Tone:
This is an opportunity to join CFS, a rapidly growing, mission-driven, and community-focused financial institution with a strong regional reputation. The organization has experienced significant expansion, tripling in size in recent years, which has created strong career momentum and clear paths for long-term advancement for its employees. This Financial Analyst role is designed for value-add work, moving beyond routine reporting to deliver meaningful financial insights and recommendations that directly influence executive leadership and senior strategy leaders. The company fosters a collaborative, low-turnover culture that actively prioritizes continuous learning, professional development, and internal growth.

The TL;DR
• Role: Early Career
• Pay: $80000–$110000 yearly
• Mission: To provide critical financial analysis, reporting, and actionable recommendations that drive meaningful insights and influence strategic decision-making within a rapidly growing financial institution.

What You’ll Actually Do
• Financial Analysis & Recommendations: Deliver comprehensive financial analysis, detailed reporting, and actionable recommendations designed to translate complex data into strategic insights for leadership.
• System Optimization & Process Improvement: Actively support the optimization of existing financial systems and continuously work to improve reporting tools and processes, enhancing efficiency and accuracy.
• Accounting & Treasury Support: Provide essential assistance with general accounting functions and treasury-related activities, contributing to the seamless operation of financial processes.
• Strategic Initiatives & Cross-functional Projects: Partner collaboratively on significant cross-functional projects and strategic initiatives, contributing financial expertise to broader organizational goals.
• Leadership Decision Support: Offer critical decision-support insights directly to executive leadership, including the CFO and senior strategy leaders, thereby helping to guide the company’s future direction and growth.

The Must-Haves
• Background: Candidates should possess experience in financial analysis, reporting, or decision support roles, demonstrating a foundational understanding of financial principles. This position is well-suited for an an early career professional eager for growth within a dynamic financial institution.
• Experience: Proven ability to effectively translate complex financial data into clear, actionable insights and practical recommendations for various stakeholders. Strong proficiency in utilizing diverse financial systems and reporting tools is a critical requirement for success in this role.
• Skills: Essential skills include strong analytical thinking for dissecting financial data, effective communication for presenting insights, and demonstrated expertise in navigating and utilizing reporting tools and financial systems. The ability to engage in value-add work, moving beyond routine tasks, is also highly valued.
• Bonus: A direct professional or academic background specifically within accounting, finance, or treasury functions is highly preferred, providing a deeper foundation for the role’s responsibilities.