Senior Financial Analyst

Senior Financial Analyst

TIB, N.A.

Farmers Branch, TX Job Details 1 day ago Benefits Disability insurance Health insurance 401(k) Tuition reimbursement Paid time off Parental leave Qualifications Financial forecasting Financial planning software Microsoft Excel Writing skills Bachelor's degree Budget planning Bank experience Accounting and finance experience Budgeting software Adobe Acrobat Full Job Description Ranking #9 in the American Banker's 2025 Best Banks to Work For, TIB is committed to serving as Trusted Partners for community banks and our employees. We take great care to maintain a commitment to excellence and personalized service. We are dedicated to providing a diverse work environment that fosters inclusivity and growth. We offer a best-in-class benefits package that includes comprehensive health, life, and disability coverage, 401(k) retirement savings, generous paid time off, parental leave, tuition reimbursement, and other little extras to make work fun. If this aligns with your values and you want to join a leader in the banking industry, we are hiring for a Senior Financial Analyst that will lead technical quarterly and annual forecasting.

MAJOR DUTIES/ACCOUNTABILITIES

Updates and rolls forward report templates to ensure quarterly files are accurate and imported, that user access is correct, and assists with input and output validation. Maintains the forecasting software to ensure GLs are added to the software and to any relevant reports. Also includes user maintenance to add, remove, or change users as requested. Takes ownership of gathering support for shareholder transactions and communicates promptly and professionally with shareholders, executive team members, and internal and external stakeholders. Records transactions in shareholder system promptly and accurately. Assists with the creation, validation, and distribution of financial reports. Supports various tax processes as needed including gathering, preparing, and tracking tax related documentation. Assists with fulfilling audit requests for both internal and external auditors as directed. Performs ad hoc tasks and projects assigned by senior management. Complies with all banking laws and regulations, and maintains the confidentiality of bank and customer information.

REQUIREMENTS/DESIRED QUALIFICATIONS

Required Bachelor's degree, preferably in Accounting or Finance 5-10 years accounting or finance experience 3+ years budgeting/forecasting software experience 3+ years' experience working in banking Excellent analytical skills and attention to detail Good organizational skills and the ability to meet challenges with resourcefulness Ability to communicate effectively with all levels of management and staff, both verbally, and in writing Ability to work independently and to exercise prudent judgment, within deadlines and time-sensitive constraints, as well as within a team environment Dependable with the ability to adapt easily Good interpersonal skills Ability to work within and foster a good team environment

Software:

Advanced Microsoft Office experience (Excel, Word, PowerPoint) Experience using Report Writing programs; Budgeting and Planning software; Adobe Acrobat; Banking core application Preferred Experience using Prophix Budgeting and Planning software Experience using Cognos report writing Experience using Jack Henry Silverlake The Major Duties/Accountabilities listed above are only a summary of the typical functions of this job, not an exhaustive or comprehensive list of all possible job responsibilities, tasks, and duties. Management may elect to assign other responsibilities, tasks, and duties associated with this position .