Financial Analyst

OVERVIEW

We are seeking motivated recent college graduates for an entry-level Financial Analyst role, perfect for those eager to launch their careers in banking. This position focuses on data analytics, strategic planning, financial planning & analysis (FP&A), and treasury operations. You will develop reports using Power BI, create presentations, and work closely with C-level executives to track performance metrics and support strategic initiatives. 

ESSENTIAL DUTIES AND RESPONSIBILITES include the following.

• Perform data analytics to generate actionable insights, including developing reports and dashboards using Power BI. 
• Support strategic planning, FP&A, and treasury functions to optimize financial performance and manage risks. 
• Assist in preparing management and board reports, ensuring accuracy and clarity of financial data. 
• Conduct scenario analysis, profitability studies, and capital allocation modelling to guide executive decision-making. 
• Create professional PowerPoint presentations to communicate strategic projects, performance metrics, and key findings to senior leadership. 
• Collaborate with C-level executives on strategic initiatives, developing reporting frameworks, and tracking key performance indicators (KPIs) and key risk indicators (KRIs). 
• Conduct ad-hoc financial analysis and modeling to support forecasting and decision-making.

SUPERVISORY RESPONSIBILITIES

This job does not have managerial responsibilities.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE

• Bachelor’s degree with strong analytical, computer, and/or finance or consulting interests and capabilities. 
• Knowledge of SQL and Microsoft Power BI is preferred or demonstrated strong computer programming skills with the ability to quickly learn new systems. 
• Proficiency in Microsoft Excel and PowerPoint, with a commitment to mastering advanced features and data visualization techniques. 
• Analytical mindset with strong problem-solving skills and attention to detail. 
• Excellent communication and teamwork skills, with an interest in working directly with senior executives. 
• Internship, coursework, or project experience in finance, data analytics, or programming is a plus but not required.
• Familiarity with machine learning, predictive modeling and big data framework a plus but not required.

OTHER QUALIFICATIONS

• Clear and effective communicator 
• Collaborative team player 
• Detail-driven with a high level of accuracy

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential function of this job. Reasonable accommodations may be made to enable Individuals with disabilities to perform the essential functions. 

Travel: Travel to client offices, prospects, branches, and industry events.

While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand; walk and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, color vision and ability to adjust focus.

WORK ENVIRONMENT

While performing the duties of this Job, the employee is occasionally exposed to outside weather conditions. The noise level in the work environment is usually moderate.

EQUAL EMPLOYMENT OPPORTUNITY

Patriot Bank is an Equal Opportunity Employer and does not discriminate based on race, color, religion, sex, gender identity or expression, sexual orientation, national origin, ancestry, age, disability, medical condition, genetic information, marital status, veteran status, or any other protected status under federal, state, or local law.

This job description indicates the general nature and level of work expected of the incumbent. It is not designed to cover or contain a comprehensive list of activities, duties or responsibilities required of the incumbent. Incumbents may be asked to perform other duties as required.