Financial Analyst IV - Planning & Analysis

Overview:

Conduct advanced financial research and analysis projects with a large amount of independence. Provide comprehensive advice/options to senior management in an expert capacity for use in setting and realizing strategic objectives.

Primary Responsibilities:

• Allocates work as a team leader; trains and mentors/develops junior team members.
• Possess ability to direct/persuade/influence peers and manager"
• Conduct independent research and complex analytical projects involving financial modeling/forecasting to provide senior management with definitive financial trend data and advice for their use in setting and realizing objectives. Design projects and may lead projects of moderate scope.
• Ensure success through shared responsibility of team workload to achieve department/project objectives (volume, quality, timeliness of end results)
• Build and maintain advanced forecasting models/tools; work in collaboration with business groups to provide insightful analysis.
• Develop clear, concise written summations of analytical work
• Displays complex judgment based on advanced analytical thought
• Shows accountability for accuracy and quality of work products of the team.
• Demonstrate expert-level knowledge of finance and accounting concepts through the aggregation of financial data
• Display an expert-level understanding of M&T's (or applicable Business Unit within) financial statements; including awareness of key drivers/trends in major Balance Sheet and Income Statement line items
• Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite.Identify risk-related issues needing escalation to management.
• Promote an environment that supports belonging and reflects the M&T Bank brand.
• Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
• Complete other related duties as assigned.

Supervisory/ Managerial Responsibilities:

May have indirect supervisory responsibilities.

Education and Experience Required:

Bachelor's degree and a minimum of 5 years’ experience OR Associate's degree and a minimum of 7 years’ experience in accounting, auditing, operations or financial institutions

Comprehensive understanding of concepts and principles in multiple disciplines including finance and accounting

Proficiency in accounting / finance analysis, modeling, querying and visualization tools

Education and Experience Preferred:

Advanced degree or professional certification (i.e. CPA, CFA, etc.)

Location