Financial Analyst I/II

Overview:

Position is responsible for conducting in-depth financial analysis including forecasting, budgeting, data analysis, and metric development.

This position may be filled as a Level I or II. Additional responsibilities and qualifications apply.

Responsibilities:

Build and manage financial models to support forecasting, budgeting, report creation to support long-term planning

Prepare monthly business review materials with actionable commentary

Automate and improve financial processes and reporting using tools such as Excel, Power BI, OBIE, or financial planning software

Track key performance indicators (KPIs), develop dashboards, and deliver performance analyses that influence decisions within the organization

Associates are expected to perform all additional duties as assigned

Level II Additional Responsibilities:

Monitor and forecast key performance indicators (KPIs), develop dashboards, and deliver performance analyses that influence decisions within the organization

Develop new and existing materials for senior management presentations, discussions, and reviews

Active role in the development of the annual budget and multi-year strategy plans

Associates are expected to perform all additional duties as assigned

Qualifications:

Bachelor’s degree in Finance or Accounting or related field of study

1+ years of experience in Financial Planning and Analysis (FP&A) or a corporate finance role -OR- Recent college graduate and selected for the Trustmark Development Associate position.

Demonstrate strong written and oral communication skills, including the ability to communicate and present findings in understandable terms for appropriate management interactions

Demonstrate strong financial acumen with the ability to analyze financial data, budget, and translate into actional financial activities

Demonstrate strong analytical skills with the ability to interpret data and make recommendations

Prior experience with Microsoft applications, primarily Excel, Teams, PowerPoint, Outlook, Access, SharePoint, Word, VBA and other database analysis and reporting tools

Strong Ability to interact with professionalism and demonstrate confidence in presentations

Ability to manage multiple projects and exercise appropriate organization and time management skills

Ability to develop and maintain strong relationships with key stakeholders

Master’s degree in Accounting, Finance, or Business Administration preferred

Knowledge of OBIEE, Power BI, Cognos, or other business intelligence dashboard tools preferred

Level II Additional Qualifications:

Bachelor’s degree in Finance or Accounting or related field of study

2+ years of experience in Financial Planning and Analysis (FP&A) or corporate finance role

Prior experience with building complex financial models

Strong financial acumen with the ability to analyze financial data, budget, and translate into actional financial activities

Strong analytical skills with the ability to interpret data and make recommendations

Strong experience with Microsoft applications, primarily Excel, Teams, PowerPoint, Outlook, Access, SharePoint, Word, VBA and other database analysis and reporting tools

Demonstrated strong written and oral communication skills, including the ability to communicate and present findings in understandable terms for appropriate management interactions

Demonstrated ability to interact with professionalism and demonstrate confidence in presentations

Demonstrated ability to manage multiple projects and exercise appropriate organization and time management skills

Demonstrated ability to develop and maintain strong relationships with key stakeholders

Master’s degree in Accounting, Finance, or Business Administration preferred

2+ years working in the financial department at a financial institution preferred

Strong knowledge of OBIEE, Power BI, Cognos, or other business intelligence dashboard tools preferred

Physical Requirements/Working Conditions: Must be able to sit for long periods of time and use computer keyboard and/or mouse, while viewing computer screens.

Note: This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment.

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