Sr Financial Planning Analyst @ Idaho First Bank
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Overview
Idaho First Bank is excited to add a Senior Financial Planning Analyst to our growing team in Boise. We seek a data-driven problem solver passionate about designing and automating dashboards and reports. This role is critical in providing meaningful insights to help stakeholders make informed decisions.
Essential Functions
Planning and Reporting:
- Drive continuous improvement and automation of forecasting and reporting models.
- Develop and maintain KPIs and dashboards using Microsoft Power BI.
- Support annual budgeting and rolling quarterly forecasting processes.
- Assist in interest rate risk and liquidity risk reporting and strategy.
- Coordinate with internal stakeholders to deliver operational reporting.
Analysis:
- Utilize historical data to analyze customer and product-level activity.
- Create analysis for customer profitability and inform product pricing models.
- Gather, model, package, and present data for data-informed decisions.
- Drive continuous operational improvement through enhanced reporting.
- Conduct ad hoc analysis and reporting as required by management.
Requirements
4-6 years of financial planning or operational analysis experience. Proficiency in Microsoft Power BI and Excel is required; experience with IBM Cognos a plus. Strong analytical, financial modeling, and data visualization skills are essential.
About Idaho First Bank
Idaho First Bank is a full-service state-chartered community bank established in October 2005 and headquartered in McCall, Idaho. With a People First and Community First motto, the Bank serves Southwest Idaho and Central Oregon communities through branches in McCall, New Meadows, Eagle, Ketchum, Nampa, Boise, Bend, and Hailey. Idaho First Bank is a member of the FDIC and an Equal Housing Lender. For more information, visit www.idahofirstbank.com.
Key skills/competency
- Financial Planning Analyst
- Forecasting
- Reporting
- Data Analysis
- Power BI
- Excel
- Dashboards
- Automation
- Budgeting
- Financial Modeling
How to Get Hired at Idaho First Bank
🎯 Tips for Getting Hired
- Customize resume: Tailor skills to financial planning roles.
- Highlight expertise: Emphasize Power BI and Excel proficiency.
- Showcase results: Include data analysis and reporting achievements.
- Prepare for interviews: Review financial modeling scenarios.