Strategic Financial Analyst - Iselin, NJ
Provident BankAbout the role
How would you like to join one of the most highly regarded financial institutions in New Jersey with deep roots in the community? Provident is a successful and highly regarded multi-billion-dollar bank that continues to grow with branches in New Jersey, Eastern Pennsylvania and New York. Our longevity is a testament to our commitment to placing our employees, customers, and the communities we serve at the center of all we do. At Provident Bank, we are committed to enhancing our customer and employees’ experience.
POSITION SUMMARY:
Reporting to the Corporate Finance Manager, this role serves as a dedicated Finance partner to the Bank’s business lines. The position is responsible for supporting business leaders through financial planning and analysis, including evaluating financial trends, forecasting and measuring performance against forecast and strategic KPIs. The role will partner closely with the business to provide actionable insights that support decision-making and drive performance. The ideal candidate will possess strong analytical capabilities, excellent communication skills, and the ability to translate financial data into meaningful insights that support strategic initiatives. This role will serve as a critical part of a growing strategic finance function within Provident Bank.
KEY RESPONSIBILITIES:
- Partner with Bank business leaders to provide actionable insights that support strategic decision-making and improved performance. Analyze financial trends in balance sheet and income statement and deliver clear reports on business performance.
- Monitor actuals versus forecast and continually update outlooks; communicate variances to stakeholders and work to explain variances and set guidelines for meeting goals.
- Create and maintain standard presentations for business unit review meetings and Board discussions.
- Discuss trends, yields and financial results with lines of business. Complete analysis as needed regarding profitability, spreads, production, pipeline, customer segmentation, product segmentation, and related topics.
- Leverage financial systems and data tools to enhance forecasting, reporting, and analysis, ensuring metrics are aligned with the strategic plan and improving overall efficiency.
MINIMUM QUALIFICATIONS:
- BS/BA degree in Accounting, Finance or similar field of study.
- At least 4-6 years of experience in financial planning and analysis or a similar role.
- Proficient in Excel, including advanced formulas such as pivot tables, VLOOKUPs, HLOOKUPs and SUMIFs.
- Proven experience in budgeting, financial analysis, or strategic planning.
- Proficient with handling large sets of data.
- Detail-oriented, organized and able to work with various professional groups in a fast-paced environment.
- Strong interpersonal and written communication skills with the ability to present complex information clearly.
PREFERRED QUALIFICATIONS
- Banking industry or broader financial services experience preferred.
- Experience supporting business leaders with strategic financial insights and performance reporting preferred.
Why Join Provident Bank?
At Provident Bank, you’ll support accurate, timely, and compliant financial and regulatory reporting for a growing and highly respected financial institution. This role offers the opportunity to partner across Finance, Accounting, Treasury, Risk, Compliance, Legal, Internal Audit, and other business units while contributing to financial statements, public filings, regulatory reports, audits, controls, and process improvements.
OTHER DUTIES:
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
WORKING CONDITIONS:<
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