Financial Analyst Job at Luana Savings Bank, Polk City, IA

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  • Luana Savings Bank
  • Polk City, IA

Job Description

Job Description

Job Description

Salary:

As a Financial Analyst at Luana Savings Bank, you will play a key role in supporting financial planning, analysis, and reporting efforts. You will analyze financial data, assist in preparing reports, and provide insights to support strategic decision-making. This role is ideal for individuals with strong analytical skills and a passion for finance looking to build their expertise in the banking industry.

This individual should have the ability to exercise extreme organization, multitask, and have a strong comfort level working in a fast-paced environment to meet deadlines when required. This individual should be able to work both independently and with a team as needed. Reports to the CFO and/or Controller.

(This position is open to entry- to mid-level candidates, Polk City location only.)

Key Responsibilities

  • Assist in financial modeling, forecasting, and budgeting to support business objectives.
  • Analyze and support financial statement preparation and account reconciliation.
  • Assist in the preparation of routine reports for management, Board of Directors, and related committees.
  • Support Asset and Liability Management (ALM) efforts.
  • Assist in the investment portfolio monitoring and reporting.
  • Collaborate with various teammates and departments to streamline financial processes, improve efficiency, and ensure accurate financial reporting.
  • Follow all established policies, procedures, and regulations.

Required Skills

  • Minimum of an Associate's Degree in a related field such as Finance, Accounting, Economics.
  • Proficiency in financial statements and analysis, budgeting, forecasting principles, data interpretation, and reporting tools.
  • Proficiency in Microsoft Excel and financial modeling techniques.
  • Effective communication and problem-solving skills.
  • Ability to work both independently and collaboratively in a fast-paced environment.
  • Highly attentive to detail and accuracy with excellent organizational and time management skills for optimized efficiency.
  • Ability to promote Luana Savings Bank to our surrounding area.
  • Professional appearance and behavior at all times, contributing to a positive work environment.
  • Reside within a 20 mile radius from the Polk City or willing to relocate - please include location/relocation details in cover letter or resume submission.
  • All teammates work Saturdays on a rotating schedule.

Desired Skills

  • 6+ months experience in a finance-related role at a financial institution.
  • Experience in Jack Henry core systems (Silverlake, Xperience, Cognos).
  • Bachelor's Degree in a related field such as Finance, Accounting, Economics.
  • CFA, CPA, or progress toward relevant certifications is a plus.

Additional Info

  • At-Will, Full-Time position based on 40 hours per week - when scheduled on a Saturday compensating time off is given during the week worked.
  • Schedule is 8AM-4:30PM M-F; 8AM-11AM Sat.
  • Travel: Minimal for occasional training.
  • Employment is subject to background and credit check.

Benefits

  • Paid Vacation, Sick, Personal, and Volunteer time off.
  • Competitive, salaried position.
  • Single, spouse, or family medical coverage offered with majority paid by employer - Employer funded HSA Account compliments the medical coverage plan.
  • 401(K) plan with employer match.
  • Additional Profit Sharing Plan that tops the industry.
  • Work in a dynamic and professional banking environment.
  • Opportunities for professional growth and development.

Luana Savings Bank is the multi-year consumer-voted BEST BANK in the entire METRO per the Des Moines Register Metro's Best Competition. Operating with around 100 employees across 6 locations, we provide a team atmosphere where new ideas are encouraged. Every staff member is important and appreciated. We understand a successful business relies on staff contentment to provide the best customer experience possible. Our extremely low turnover rate and employee longevity, as many as 50 YEARS OF SERVICE, is a testament to why professionals choose a career with Luana Savings Bank.

Luana Savings Bank is an Equal Opportunity Employer.

Job Tags

Full time, Relocation, Saturday,

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