Profile #418270

Massachusetts – Boston Area – Bank Financial Analyst

• Years of Related Experience: 20+
• Minimum Salary: $90K
• Work Area:  Boston, Massachusetts Area
• Experience:
  • Responsible for budgeting, forecasting, and reporting to the board.
  • Strong financial analysis and reporting skills.
  • Created and managed the corporate annual budget in partnership with business unit heads and senior leadership, balancing departmental needs against overall corporate goals.
  • Managed a team that created and maintained the reporting and governance for all board, management, and ad hoc reporting needs and requests.
  • Managed balance sheet and rates committee to help determine deposit and loan rates.
  • Spearheaded project to build reporting and budgeting needs post-conversion to new GL (Oracle), Core Banking Solution (COCC), and budgeting system (Profit STARS)
• Other Attributes:  Expert knowledge of Excel
• Education:  Master’s Degree in Business Administration in Finance, Bachelor’s Degree in Economics
• Reference #:  418270
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