Senior Financial Analyst
Company: Financial Institutions, Inc.
Posted on: October 20, 2019
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Employment Opportunity and Affirmative Action. We recruit, hire,
train and promote persons in all job titles and ensure that all
other personnel actions are administered without regard to race,
religion, color, national origin, citizenship, sex, sexual
orientation, gender identity, age, veteran status, disability,
genetic information, or any other protected characteristic. Five
Star Bank and affiliate companies are committed to providing
reasonable accommodations to employees and applicants with
disabilities to the full extent required by the Americans with
Disabilities Act (ADA). If you feel you need a reasonable
accommodation pursuant to the ADA, you are encouraged to contact us
at (585) 786-4344, (585) 498 - 7565 or (585) 786-1417.
Position Title: Senior Financial Analyst
Location/Affiliate: 220 Liberty Street-Warsaw or FSB Plaza-Chestnut
Street or 40-50 Fountain Plaza-Buffalo
Reports To (Title): Chief Accounting Officer/Financial Reporting &
FLSA Status: Exempt
Purpose: The Senior Financial Analyst is responsible for conducting
highly technical research and analysis projects to provide senior
management with definitive financial data and advice for their use
in setting and realizing strategic objectives.
Scope and Direction
Area of Responsibility: Financial Planning & Analysis
Degree of Supervision Received (Minimal, Moderate or Extensive):
Minimal to Moderate
From (Title): Chief Accounting Officer/Financial Reporting & Tax
Degree of Supervision Given (None, Minimal, Moderate or Extensive):
To (Title(s)): N/A
Essential Functions: The major duties of the job that constitute
the fundamental tasks and or responsibilities of the position.
Employees must be able to perform the essential functions of the
position with or without reasonable accommodations.
1. Conduct independent research and analytical projects involving
financial modeling/forecasting to provide senior management with
definitive financial trend date and advice for their use in setting
and realizing strategic objectives. Assist with the design of
projects and may lead projects of moderate scope.
2. Perform detailed, interpretative financial analysis utilizing
complex financial tools to demonstrate scenarios/activities. Build
and maintain forecasting models/tools; work in collaboration with
business groups to provide insightful analysis. Play a role in
cross functional efforts, teams, leveraging resources and
relationships across the Bank to further team or project goals.
3. Ensure success through shared responsibility of team workload to
achieve department/project objectives (volume, quality, timeliness
of end results).
4. Assist with the design of projects and may lead projects of
5. Mentors junior team members.
6. Demonstrate the standards and principles of the Five Star
experience in every interaction with internal and external
customers, associates, and stakeholders. Incorporate the
high-performance behaviors of teamwork, leading by example, and
service in every facet of work.
7. This job description is not exhaustive. The Senior Financial
Analyst may be required to perform other duties as assigned.
Required: Bachelor s Degree in Finance or Accounting or
Preferred: Bachelor s degree in Finance or Accounting or
Years: 7+ Type: Finance or Accounting or Auditing
Years: 5+ Type: Finance or Auditing or Accounting in
a Banking environment
Licenses or Accreditation:
1. Possess knowledge of Finance and Accounting concepts and a
strong business acumen + knowledge of banking industry.
2. Excellent verbal and written communication skills with the
ability to interact positively and professionally with all levels
of staff and management in a manner consistent with the Five Star
3. Display an advanced understanding of bank (or applicable
Business Unit within) financial statements; including awareness of
key drivers/trends in major Balance Sheet and Income Statement line
4. Understanding of internal control, audit methods, core business
procedures, risks and related exposure
5. Analytical ability to interpret data and present it in a
meaningful and easily understood form while providing
6. Possess a high level of attention to detail to ensure
7. Excellent organizational skills with the ability to manage
multiple priorities and meet established deadlines
8. Proficient in Microsoft Office with the ability to learn and
utilize new existing banking, accounting, and reporting and
planning software applications. Display advanced proficiency in the
systems/tools used to generate standard financial reports on a
1. Able to regularly sit for prolonged periods of time
2. Occasional travel within the corporate footprint
3. Extensive computer usage is required
4. Ability to occasionally work on weekends and evenings
Note: At a later stage in the application process, applicants may
be required to provide information about their criminal conviction
history, if any, and to authorize the procurement of a consumer
report that will contain, among other things, information about
criminal conviction history. Except as required by applicable law,
past criminal convictions will not automatically disqualify an
applicant from employment, and Five Star Bank will only consider
such history in accordance with applicable law. Please be advised,
however, that federal law prohibits Five Star Bank from employing
any person who has been convicted of any criminal offense involving
dishonesty or a breach of trust or money laundering, or has agreed
to enter into a pretrial diversion or similar program in connection
with a prosecution for such offense unless the FDIC has provided
prior written consent.
Keywords: Financial Institutions, Inc., Buffalo , Senior Financial Analyst, Professions , Rochester, New York
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