Senior Financial Analyst
Woodforest National Bank
Take the next step toward your new career today
Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation. Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is the largest shareholder. We focus on building relationships and discovering opportunities to better serve our communities and understand the financial needs of every customer we serve. At Woodforest we care and prove it by volunteering with local charities and foodbanks to give back to the communities we serve. By joining Woodforest you will become a part of one of the largest employee-owned banks in the country
The Senior Financial Analyst is responsible for supporting the bank’s finance and accounting functions. This role plays a key part in analyzing financial and performance trends and supporting strategic decision-making. While the role includes ownership of the Bank’s CECL Model, the role will also focus on broader financial and accounting special projects.
Key Responsibilities:
·Assist in the preparation of executive-level reporting packages
·Support internal and external audit and regulatory requests
·Collaborate with Accounting, Finance, and Credit teams to ensure accurate financial data, analysis, and reporting
·Prepare analysis on financial data sets for internal and external stakeholders.
·Support the development of variance analyses and trend analysis
Competencies Required:
·Advanced Excel and financial modeling skills.
·Excellent analytical and problem-solving abilities with the ability to work with large data sets.
·Strong communication skills, with the ability to present financial information clearly.
·Ability to manage multiple priorities and meet deadlines.
·Collaborative mindset and ability to work cross-functionally.
·Detail-oriented with a commitment to accuracy and compliance.
·Understanding of audit and regulatory frameworks.
Take the next step toward your new career today
Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation. Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is the largest shareholder. We focus on building relationships and discovering opportunities to better serve our communities and understand the financial needs of every customer we serve. At Woodforest we care and prove it by volunteering with local charities and foodbanks to give back to the communities we serve. By joining Woodforest you will become a part of one of the largest employee-owned banks in the country
The Senior Financial Analyst is responsible for supporting the bank’s finance and accounting functions. This role plays a key part in analyzing financial and performance trends and supporting strategic decision-making. While the role includes ownership of the Bank’s CECL Model, the role will also focus on broader financial and accounting special projects.
Key Responsibilities:
·Assist in the preparation of executive-level reporting packages
·Support internal and external audit and regulatory requests
·Collaborate with Accounting, Finance, and Credit teams to ensure accurate financial data, analysis, and reporting
·Prepare analysis on financial data sets for internal and external stakeholders.
·Support the development of variance analyses and trend analysis
Competencies Required:
·Advanced Excel and financial modeling skills.
·Excellent analytical and problem-solving abilities with the ability to work with large data sets.
·Strong communication skills, with the ability to present financial information clearly.
·Ability to manage multiple priorities and meet deadlines.
·Collaborative mindset and ability to work cross-functionally.
·Detail-oriented with a commitment to accuracy and compliance.
·Understanding of audit and regulatory frameworks.
Minimum Qualifications/Experience:
·5 years of experience in financial analysis, accounting, credit, or audit
Preferred Qualifications:
·Experience in banking, credit, or financial services is preferred.
·Exposure to CECL accounting or modeling is a plus but not required.
·Power BI experience is a plus
Formal Education & Certification:
• Bachelor’s degree in finance, accounting or business administration required.
Work Status:
• Full-Time.
Supervisory Responsibility:
• None.
Travel:
• 10% - May attend conferences periodically
Working Conditions:
• Conditions involve lifting no more than ten pounds, sitting most of the time, but may involve walking, moving, or standing for brief periods, and occasionally lifting and carrying articles like files, ledgers, folders, etc.
Disclaimer:
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Nothing herein restricts management’s right to assign or reassign duties and responsibilities to this job at any time.
Woodforest is an Equal Opportunity Employer, including Disability and Veterans.Minimum Qualifications/Experience:
·5 years of experience in financial analysis, accounting, credit, or audit
Preferred Qualifications:
·Experience in banking, credit, or financial services is preferred.
·Exposure to CECL accounting or modeling is a plus but not required.
·Power BI experience is a plus
Formal Education & Certification:
• Bachelor’s degree in finance, accounting or business administration required.
Work Status:
• Full-Time.
Supervisory Responsibility:
• None.
Travel:
• 10% - May attend conferences periodically
Working Conditions:
• Conditions involve lifting no more than ten pounds, sitting most of the time, but may involve walking, moving, or standing for brief periods, and occasionally lifting and carrying articles like files, ledgers, folders, etc.
Disclaimer:
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Nothing herein restricts management’s right to assign or reassign duties and responsibilities to this job at any time.
Woodforest is an Equal Opportunity Employer, including Disability and Veterans.
Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation. Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is the largest shareholder. We focus on building relationships and discovering opportunities to better serve our communities and understand the financial needs of every customer we serve. At Woodforest we care and prove it by volunteering with local charities and foodbanks to give back to the communities we serve. By joining Woodforest you will become a part of one of the largest employee-owned banks in the country
The Senior Financial Analyst is responsible for supporting the bank’s finance and accounting functions. This role plays a key part in analyzing financial and performance trends and supporting strategic decision-making. While the role includes ownership of the Bank’s CECL Model, the role will also focus on broader financial and accounting special projects.
Key Responsibilities:
·Assist in the preparation of executive-level reporting packages
·Support internal and external audit and regulatory requests
·Collaborate with Accounting, Finance, and Credit teams to ensure accurate financial data, analysis, and reporting
·Prepare analysis on financial data sets for internal and external stakeholders.
·Support the development of variance analyses and trend analysis
Competencies Required:
·Advanced Excel and financial modeling skills.
·Excellent analytical and problem-solving abilities with the ability to work with large data sets.
·Strong communication skills, with the ability to present financial information clearly.
·Ability to manage multiple priorities and meet deadlines.
·Collaborative mindset and ability to work cross-functionally.
·Detail-oriented with a commitment to accuracy and compliance.
·Understanding of audit and regulatory frameworks.
Take the next step toward your new career today
Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation. Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is the largest shareholder. We focus on building relationships and discovering opportunities to better serve our communities and understand the financial needs of every customer we serve. At Woodforest we care and prove it by volunteering with local charities and foodbanks to give back to the communities we serve. By joining Woodforest you will become a part of one of the largest employee-owned banks in the country
The Senior Financial Analyst is responsible for supporting the bank’s finance and accounting functions. This role plays a key part in analyzing financial and performance trends and supporting strategic decision-making. While the role includes ownership of the Bank’s CECL Model, the role will also focus on broader financial and accounting special projects.
Key Responsibilities:
·Assist in the preparation of executive-level reporting packages
·Support internal and external audit and regulatory requests
·Collaborate with Accounting, Finance, and Credit teams to ensure accurate financial data, analysis, and reporting
·Prepare analysis on financial data sets for internal and external stakeholders.
·Support the development of variance analyses and trend analysis
Competencies Required:
·Advanced Excel and financial modeling skills.
·Excellent analytical and problem-solving abilities with the ability to work with large data sets.
·Strong communication skills, with the ability to present financial information clearly.
·Ability to manage multiple priorities and meet deadlines.
·Collaborative mindset and ability to work cross-functionally.
·Detail-oriented with a commitment to accuracy and compliance.
·Understanding of audit and regulatory frameworks.
Minimum Qualifications/Experience:
·5 years of experience in financial analysis, accounting, credit, or audit
Preferred Qualifications:
·Experience in banking, credit, or financial services is preferred.
·Exposure to CECL accounting or modeling is a plus but not required.
·Power BI experience is a plus
Formal Education & Certification:
• Bachelor’s degree in finance, accounting or business administration required.
Work Status:
• Full-Time.
Supervisory Responsibility:
• None.
Travel:
• 10% - May attend conferences periodically
Working Conditions:
• Conditions involve lifting no more than ten pounds, sitting most of the time, but may involve walking, moving, or standing for brief periods, and occasionally lifting and carrying articles like files, ledgers, folders, etc.
Disclaimer:
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Nothing herein restricts management’s right to assign or reassign duties and responsibilities to this job at any time.
Woodforest is an Equal Opportunity Employer, including Disability and Veterans.Minimum Qualifications/Experience:
·5 years of experience in financial analysis, accounting, credit, or audit
Preferred Qualifications:
·Experience in banking, credit, or financial services is preferred.
·Exposure to CECL accounting or modeling is a plus but not required.
·Power BI experience is a plus
Formal Education & Certification:
• Bachelor’s degree in finance, accounting or business administration required.
Work Status:
• Full-Time.
Supervisory Responsibility:
• None.
Travel:
• 10% - May attend conferences periodically
Working Conditions:
• Conditions involve lifting no more than ten pounds, sitting most of the time, but may involve walking, moving, or standing for brief periods, and occasionally lifting and carrying articles like files, ledgers, folders, etc.
Disclaimer:
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Nothing herein restricts management’s right to assign or reassign duties and responsibilities to this job at any time.
Woodforest is an Equal Opportunity Employer, including Disability and Veterans.
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