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Financial Planning Analyst

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

The salary range for this position begins at $56,400. Pay offered is dependent on applicant’s relevant experience. Our comprehensive compensation includes salary, benefits and an annual bonus.

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