Sr. Financial Analyst - Data & Automation (Accounting)

Senior Financial Analyst Data & AutomationThe Senior Financial Analyst Data & Automation supports daily proforma financial reporting, executive decision-making and financial process automation within a complex, multi-entity organization. Reporting directly to the EVP, Chief Accounting Officer, this role serves as a bridge between Finance, Accounting and financial systems. The position requires strong financial statement expertise, advanced data and automation capabilities and the ability to translate complex financial information into actionable decision tools.Essential Job Duties & Responsibilities (Include but are not limited to):Prepare daily proforma income statements, balance sheets, and cash flow statementsAnalyze financial results at both entity and consolidated levelsValidate and understand multi-entity rollups, eliminations and financial statement hierarchiesTrace consolidated financial results to underlying entity-level data and source systemsSupport executive leadership with what-if and scenario modeling, including balance sheet actions (loan and deposit growth, securities activity, funding changes)Build integrated financial projections, cash flow forecasts and NPV analysesDevelop and maintain financial models, forecasts, dashboards and ad hoc analysesPartner with Accounting team members to enhance data automation and reporting processesDesign and implement automation using advanced Excel, Power Query, Power BI, analytics, programming or AI toolsWork with ERP systems (e.g., Hyperion, SAP) from a technical reporting and analysis perspectiveCommunicate effectively with executives, finance leadership, accounting teams and technical partnersQualifications (Education, Experience, Computer Skills, Certifications, Etc.):Bachelor's degree in Finance, Accounting, Economics or related fieldMinimum of 5 years of experience in financial analysis, FP&A or financial reportingStrong understanding of financial statements and multi-entity financial structuresWorking knowledge of consolidation concepts, rollups and eliminationsAdvanced Excel skills (including Power Pivot); Power BI experience requiredExperience working with ERP systems from a technical reporting perspectiveDemonstrated experience building data or process automation in a finance or accounting environmentPreferred: SQL, AI-enabled analytics exposure, CPA or CFA (or progress toward certification)Benefits options include:Medical, dental and vision coverage401K with company match11 paid holidaysAccrue up to 17 vacation/sick days per year in your first year on a pro rata basisApplicant may be eligible for annual discretionary bonusNo relocation assistance provided.If you are looking to be a part of a winning team and meet the above requirements, we look forward to hearing from you.Beal Bank USA and its affiliates are Equal Opportunity Employers. Beal Bank USA and its affiliates do not discriminate against any candidate or employee on the basis of race, national origin, color, genetics, sex, marital status, sexual orientation, gender identity, age, disability, pregnancy, religion or religious affiliation, veteran or service member status, or any other characteristic protected by federal, state or local laws.All applicants have rights under federal employment laws. To view your rights and government notices on the Family Medical Leave Act (FMLA), the Equal Employment Opportunity (EEO) and the Employee Polygraph Protection Act (EPPA), please see the following Department of Labor links: FMLA EEO EPPANotice to California Residents: Beal Bank USA, Beal Service Corporation, CLMG Corp. and CSG Investments, Inc. may collect personal information about you as part of the job application or employment process. Please see the California Privacy Rights Act Policies at CPRA Policy, CPRA Policy | CLMG Corp, CPRA | CSG Investments CPRA Policy | for details.