Senior Financial Analyst

Posted:
11/25/2024, 4:00:00 PM

Location(s):
Santa Ana, California, United States ⋅ California, United States

Experience Level(s):
Senior

Field(s):
Finance & Banking

Who We Are

Join a team that puts its People First! As a member of the First American family of companies, First American Trust is a federal savings bank that has provided banking, wealth management, and trust solutions on a national, full-service basis for more than five decades. Since 1889, First American (NYSE: FAF) has held an unwavering belief in its people. They are passionate about what they do, and we are equally passionate about fostering an environment where all feel welcome, supported, and empowered to be innovative and reach their full potential. Our inclusive, people-first culture has earned our company numerous accolades, including being named to the Fortune 100 Best Companies to Work For® list for nine consecutive years. We have also earned awards as a best place to work for women, diversity and LGBTQ+ employees, and have been included on more than 50 regional best places to work lists. First American will always strive to be a great place to work, for all. For more information, please visit www.careers.firstam.com.

What We Do

Drive business performance by providing financial and strategic insight through sound financial analysis, identifying and tracking key metrics, and being a valued business partner.

What You'll Do

  • Develops, maintains, and delivers monthly and quarterly analyses, reports, and presentations ensuring the accuracy of the information, identifying key points, and develops recommendations.

  • Create dynamic reports to perform a wide range of ad hic analysis of financial and operational data for trends and variances and presents findings to business unit management

  • Uses historical trend information, changes in market and business environments, and strategic planning to create projections used for the budgeting or forecasting processes

  • Review banking regulatory guidance and analyze financial impact to the business unit

  • Update finance process procedures and prepare analysis memos as needed

  • Manage large data sets from disparate sources for data mining, analysis, and research project

  • Develop complex financial models for what-if analysis and scenario planning

  • Identifies trends and developments in competitive environments and presents findings to business unit management.

  • Works collaboratively with team members and other departments

What You'll Bring

  • Bachelor's degree or equivalent combination of education and experience

  • 4-7 years of experience in the field of FP&A finance or related area (financial services industry preferred)

  • Finance and Accounting – Expert in finance, economic and US GAAP accounting principles and practices, the financial markets, financial statements, valuation, and the analysis and reporting of financial data.

  • Mathematics & Analytics -- Ability to understand, manipulate and solve problems using mathematics on large data sets.

  • Computer Skills – Expert on Excel (use of lookup function, conditional statement, graphs)

  • Complex Problem Solving -- Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions.

  • Organizing, Planning, and Prioritizing Work -- Developing specific goals and plans to prioritize, organize, and accomplish your work.

  • Excellent communication skills, both written and verbal

  • Critical Thinking -- Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.

  • Judgment and Decision Making -- Considering the relative costs and benefits of potential actions to choose the most appropriate one

  • Solid understanding of standard concepts, practices, and procedures of the business

  • Works on complex financial analysis projects.

  • Understand the source and availability of data within a complex operating and financial systems structure

  • Uses professional concepts and company policies and procedures to solve a wide range of difficult problems in imaginative and practical ways.

  • Exercises judgment to determine appropriate action.

  • Errors will have business and financial impact

  • Works under general direction

  • Relies on experience and judgment to perform the functions of the job

  • A wide degree of creativity and latitude is required.

  • No responsibility for the supervision of others

  • May lead or coordinate the work of cross functional teams

  • Finance and Accounting – Expert in finance, economic and US GAAP accounting principles and practices, the financial markets, financial statements, valuation, and the analysis and reporting of financial data.

  • Mathematics & Analytics -- Ability to understand, manipulate and solve problems using mathematics on large data sets.

  • Computer Skills – Expert on Excel (use of lookup function, conditional statement, graphs)

  • Complex Problem Solving -- Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions.

  • Organizing, Planning, and Prioritizing Work -- Developing specific goals and plans to prioritize, organize, and accomplish your work.

  • Excellent communication skills, both written and verbal

  • Critical Thinking -- Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.

  • Judgment and Decision Making -- Considering the relative costs and benefits of potential actions to choose the most appropriate one

  • Solid understanding of standard concepts, practices, and procedures of the business

Pay Range: $82,900.00 - $110,500.00

This hiring range is a reasonable estimate of the base pay range for this position at the time of posting.  Pay is based on a number of factors which may include job-related knowledge, skills, experience, business requirements and geographic location

Disclaimer

The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal work hours and/or responsibilities from time to time, as needed.

What We Offer

By choice, we don’t simply accept individuality – we embrace it, we support it, and we thrive on it! Our People First Culture celebrates diversity, equity and inclusion not simply because it’s the right thing to do, but also because it’s the key to our success. We are proud to foster an authentic and inclusive workplace For All. You are free and encouraged to bring your entire, unique self to work. First American is an equal opportunity employer in every sense of the term.

Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan.

First American

Website: https://www.firstam.com/

Headquarter Location: Santa Ana, California, United States

Employee Count: 10001+

Year Founded: 1889

IPO Status: Public

Industries: Financial Services ⋅ Insurance ⋅ Property Insurance ⋅ Real Estate ⋅ Real Estate Investment