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Sr. Analyst, Finance

First National Bank Omaha, NE
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Job Description

Job Description

The Sr. Financial Analyst position will be part of the Finance group for First National Bank of Omaha supporting the Capital Markets Group in all aspects of the business planning and financial reporting process, as well as may assist in supporting other Wealth Management groups. The position will provide direct finance oversight and analysis for assigned divisional business line managers. This includes, but is not limited to, developing annual budgets, financial forecasts, monthly financial analysis and reporting, variance analysis, year-end financial reporting preparation, month-end close procedures, audit support, and ad-hoc analysis requests.

Key Accountabilities:
Coordinate the process and complete related analysis to prepare annual budgets and quarterly forecasts for assigned business units.
Generate reports, interpret, analyze and communicate monthly business unit performance for senior management.
Prepare, analyze, and support key business line initiatives.
Develop, maintain and complete subsequence analysis of relevant metrics and benchmarking for key profitability measures of the business unit.
Complete broker/dealer regulatory reporting including FOCUS reporting, SIPC reporting, etc.
Coordinate and be the key point of contact for external division audits.
Perform special projects and other duties as assigned.

Knowledge, Skills and Abilities
Ability to think creatively and strategically, while developing tactical plans.
Demonstrate a consultative approach with the ability to analyze stakeholder's needs.
Excellent communication.
Strong interpersonal skills, including the ability to build collaborative relationships, listen and actively contribute to discussions.
Strong attention to detail.
Accuracy in completing work assignments.


Job Qualifications

Bachelor's degree in Accounting or Finance, CPA preferred.
3-5 years of progressive Accounting or Finance experience.
Strong analytical skills.
Budget/forecast experience.
Excellent verbal and written communication skills.
Proficient use of Microsoft Office Products (Excel, Word, PowerPoint, etc.)
Institutional investment knowledge and broker/dealer experience preferred.
Preferred audit experience.
Series 27 license a plus.

































Job Details

Date Posted October 10, 2018
Date Closes December 9, 2018
Requisition 38-16883
Located In Omaha, NE
Work At Omaha - First National Tower
Schedule Mon - Fri 8AM - 5PM
Days of Week Full-time
SOC Category 00-0000.00

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