Financial Analyst

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We're committed to bringing passion and customer focus to the business.

Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

The Financial Analyst is a key member of the Strategy & Treasury team, responsible for supporting financial planning, analysis, and reporting activities across the organization. This role provides accurate and timely financial insights within established company policies and regulatory guidelines. The incumbent will partner with finance and accounting teams to maintain and enhance processes, controls, and reporting, with a focus on optimizing financial performance, including net interest margin and overall balance sheet management.

Essential Job Functions include, but are not limited to:

• Monitor liquidity and daily cash position.
• Daily cash, liquidity and capacity tracking spreadsheet.
• Prepare monthly reports for Asset-Liabilities Committee.
• Prepare quarterly financial board reports.
• Prepare monthly property financial statements.
• Administrate correspondent banking relationships and documentation.
• Work with outside entities for routine filings.
• Develop sound forecasting and projections for funding purposes.
• Operate under and comply with the requirements and guidelines established by the regulating authority of financial institutions.
• Assist with regulatory and external reporting requirements as needed.
• Perform all duties in relation to the Bank Secrecy Act under the guidance of the BSA Officer.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. In accordance with the Americans with Disabilities Act, Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

Skills and Abilities Required to Perform Essential Job Functions:

• Strong interpersonal and communication skills.
• Excellent organizational and time management skills.
• Proficiency in Excel.
• Possess a high degree of integrity when dealing with sensitive information.
• Ability to be proactive, energetic team player.
• Ability to maintain thoroughness and accuracy in your work while operating under pressure and within short deadlines.

Education, Experience and Qualifications:

• Bachelor’s degree preferred in business, finance, or accounting.
• One to two years in cashflow management and forecasting is preferred.
• One to two years accounting experience in financial institutions is preferred.
• Experience with banking a plus.

Physical Requirements of Essential Job Functions:

The associate is frequently required to sit and/or stand, communicate, reach, and manipulate objects, tools or controls that are typical of an office/bank environment. Lifting items weighting up to 10 pounds on a consistent basis. Manual dexterity and coordination are required over 80% of the work period while operating equipment such as computers, phones, calculators, etc. Weekend and evening work will be required.

Working Conditions:

• Typical office environment.
• Extended viewing of computer screens.
• Regular office hours are Monday through Friday from 8 am – 5 pm. At times, working outside of the stated regular hours may be required.
• Occasional travel may be required.

The above statements are intended to describe the general nature and level of work performed by associates assigned to this position. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of the associate classified as such. Duties and responsibilities may be added or changed as deemed appropriate by management at any time therefore, they could differ from those outlined above.

United Fidelity Bank is proud to be an Equal Opportunity/Affirmative Action employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.