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Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training.
Requirements:
Leads, trains, evaluates, coaches, professionally develops and motivates staff to attain department goals
Sets and monitors performance goals
Promotes a work environment that encourages involvement, initiative and teamwork
Builds career development paths for assigned staff
Leads the development and management of budgets across all departments, ensuring alignment with organizational goals and financial constraints
Collaborates with leadership to develop long-term financial strategies and goals
Supports the creation of financial forecasts and contributes to the corporate strategic plan
Oversees balance sheet management, including the measurement and monitoring of interest rate risk and liquidity risk to ensure financial stability
Measures and monitors exposure to credit risk within the loan and investment security portfolios to ensure adequate support of the reserve for credit loss for expected credit loss
Supports and analyzes profitability measures in coordination with department leadership, focusing on product, branch, and member profitability to drive informed decision-making
Provides analytical support to department leadership in assessing and determining product pricing decisions to optimize profitability
Analyzes financial data to identify trends, assess performance, and pinpoint areas for improvement, ensuring data-driven decision-making
Identifies opportunities to reduce costs, improve operational efficiency, and increase revenues and profitability through strategic initiatives
Performs ad-hoc financial analysis to support various business decisions, providing timely and relevant insights
Creates comprehensive board and management financial reports using financial reporting tools such as FiServ Prologue, Microsoft Excel, Microsoft PowerBI, and Tableau
Maintains the highest standards of financial integrity, and support the organization’s adherence to financial regulations, Generally Accepted Accounting Standards (GAAP), and financial institution industry best practices
Understanding of finance and accounting principles and thorough knowledge of regulations, GAAP, and industry best practices
Proficiency in analyzing financial data to identify trends and provide insights
Skill in presenting complex financial information clearly to stakeholders
Expertise in developing and implementing long-term financial strategies
Proficiency with relevant finance and accounting applications
Thorough understanding of interest rates, liquidity, and credit risks
Skills in analyzing and optimizing product, branch, and member profitability
Proficiency in identifying ways to reduce costs and improve efficiency
Direct supervisory responsibilities for assigned department staff
Bachelor’s degree in finance, accounting, economics or related field
or equivalent related work experience
Minimum of 6 years in supervisory or leadership role
Minimum of 8 years of experience in financial planning, analysis, accounting and strategy
Certified Financial Analyst or Certified Public Accountant or similar detail oriented certification preferred
Nice to have:
Analyze Financial Statements
Business Analysis
Cash Flow Modeling
Business systems
Budgeting - Forecasting
Corporate Financial Planning
Financial Planning & Analysis (FP&A)
Financial Planning
Balance Sheets
Risk Management
Profitability Analysis
Financial data
Financial Analysis
Microsoft Excel
Microsoft Power BI
Bachelor's Degree in Accounting, Finance or Economics