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Financial Planning Analyst - Little Rock, AR

Southern Bancorp
medical insurance, vision insurance, paid time off, paid holidays, 401(k)
United States, Arkansas, Little Rock
400 Hardin Road (Show on map)
Nov 23, 2024

Who We Are:

Southern Bancorp is more than a bank. As a Community Development Financial Institution (CDFI), a special certification designated for institutions that serve predominantly underserved communities, Southern combines traditional banking and lending services with financial development tools and public policy advocacy efforts to help families and communities grow stronger. Inspired by the principle that building net worth drives economic opportunity, our mission is to be wealth builders for everyone in the communities we serve, with a focus on low-wealth and un(der)banked populations, as well as an emphasis on Black and Brown individuals.

Job Summary

The Financial Planning Analyst is responsible for analyzing financial data, preparing reports and making recommendations to improve the organization's financial performance.

Key Responsibilities
  • Conduct detailed financial analysis, including profitability, cost and revenue analysis. Evaluate financial performance by comparing actual results to forecasts.
  • Create accurate financial forecasts and budgets based on market trends, historical data, and business drivers; these forecasts will also require updating throughout the year
  • Manage and analyze large sets of financial data, ensuring accuracy and consistency. Build and maintain financial models and systems
  • Monitor and analyze industry trends, economic conditions, and regulatory changes that may impact the organization's financial performance.
  • Provide insightful financial reports to Southern senior management for strategic decision-making
  • Work closely with cross-functional teams to support financial decision-making and ensure alignment with overall business goals.
  • Performs other duties as assigned
Requirements
  • Bachelor's degree in Business, Finance, or Economics; MBA preferred
  • Preferably 2-3 years experience in financial analysis
  • Advanced technical skills in Microsoft Excel; SQL and database understanding preferred
  • Advanced proficiency with financial software, technology integration and predictive modeling tools
  • Ability to appropriately prioritize goals and tasks in accordance with internal and external deadlines
  • Strong communication and presentation abilities
  • Excellent problem-solving skills and strong attention to detail
Physical/Sensory Requirements

While performing the duties of this job, the individual is:

  • Regularly required to sit, talk, and hear; reach with hands and arms; and occasionally stand and walk, stoop, kneel or crouch
  • May be required to lift or move up to 50 pounds occasionally
  • Regular required to use computers, telephone, and other standard office equipment

Physical Demand & Work Environment: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

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What we offer our employees:

A positive impact on Your Future:

  • 401(k)/Roth plan with immediate eligibility and employer match up to 6%
  • Employee stock ownership plan
  • Discounted rate on primary home mortgage
  • Credit and housing counseling as well as free financial education tools available to customers and employees

Benefits to improve your health:

  • No deductible medical insurance plan
  • Dental and vision insurance
  • Employer paid life and long-term disability insurance
  • Flexible Spending Accounts

The opportunity to nurture your well-being:

  • Paid holidays and paid time off
  • Bonus plan
  • Opportunity for merit raises
  • Employee reward and recognition programs
  • Community service opportunities

Southern Bancorp is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, sexual orientation, gender identity, gender expression, status as a protected veteran, among other things, or status as a qualified individual with disability. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

As a Community Development Financial Institution, Southern Bancorp desires its workforce to reflect the diversity of the customers and communities that we serve. Racial and ethnic minorities, people from working class backgrounds, women and LGBTQ people are often underrepresented in many financial service industry professions. Therefore, we strongly encourage applications from people with these identities or who are members of other marginalized communities.

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