The Financial Analyst Senior is primarily responsible for preparing budgets, forecasts and ongoing analysis of Western Allinace Bancorporation's (WAL) financial performance. This includes all financial modeling and analysis supporting FP&A and M&A activities. Primarily will be responsible for design and administration of WAL monthly forecast performance package with variance analysis to budget and/or forecasted information, as well as illustrating key performance trends with commentary. In addition, position will also be involved with administering WAL’s Management Planning software (Hyperion) in support of our segment reporting on an actual and forecasted basis. It will also be significantly involved in forecast template design and distribution and administering transfer pricing rules (FTP, Expense Allocations, Capital Allocations). It will also perform other duties, as assigned, to support of WAL’s overall financial planning & analysis function.
Budgeting/Forecasting: Coordinate and prepare all annual budgets and monthly forecasts (3 year forward horizon). This includes, but not limited to, coordinating all field submissions and corporate items, consolidations, validation and preparation of WAL’s monthly forecast package. Assist with the annual strategic planning process as well. Also prepare all communications (calendars, guidance, change processes, reporting) to business units as it relates to forecasting and reporting
Analysis: Preparing monthly and adhoc financial analysis as it relates to WALs financial performance (variance of actuals vs budget/forecasts, trend analysis). Focus on financial and non-financial metrics. Design reports on Hyperion planning tool to facilitate these analysis. Assist with analysis supporting senior management and/or investor presentations on performance
Financial Modeling: Develop and administer financial models for trend and sensitivity analysis. This includes the potential impact of acquisitions and/or new business strategies on WAL’s baseline projections.
Reporting: Assist with the preparation of all reporting required to senior management and business line managers on financial performance. This includes all monthly actual and forecasted performance.
Hyperion Administration: Assist in administering the Hyperion planning and reporting tool. This includes, but is not limited to, assisting with all aspects of GL interfaces, non GL data, and version control on all forecasts. Assist with ensuring the integrity of any calculation rules, transfer pricing rules, naming conventions, and other attributes necessary to maintain an effective structure for reporting and analysis.
These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.
Specific skills and experience preferred
Other Skills and Abilities