Job Description
JOB SUMMARY
Supports the bank’s financial management with a strong focus on the budget process. This role is responsible for preparing, analyzing, and monitoring budgets, providing financial insights, and supporting strategic planning to ensure effective allocation of resources
ESSENTIAL DUTIES
The duties listed below may not include all responsibilities that the person in this role may be asked to perform. Incumbent may be required to perform other related duties, as assigned, including cross training across other departments, as necessary.
• Lead the preparation and review bank performance and consolidated monthly reports
• Manage and maintain the bank’s budget software, ensuring financial data, reporting, and support for budgeting and forecast processes.
• Lead the development and maintenance of the bank’s five-year plan.
• Assist Business Units in interpreting financial results
• Provide high level financial modeling and scenario analysis to support strategic corporate decision making.
• Reviews budget drafts with Department Managers until the budgeting process has been finalized
• Prepares Summary Financial Statement for senior management
• Review and analyze Branch/Region financial reports
• Participates in job specific training and other various Bank training programs, as necessary
• Maintains current knowledge of internal risk controls and loss prevention, including reporting of suspicious or unusual customer activity per Bank policy
• Maintains current knowledge and complies with all federal and state laws and regulations and all established Bank policies and procedures, including internal audit controls related to department operations
• Maintains current knowledge of all rules, regulations, and laws as they apply to BSA/OFAC/USA Patriot Act/CIP/AML
QUALIFICATIONS
These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.
• Bachelor’s degree from an accredited college or university in Finance or a related field
• A minimum of four years of working experience in finance or accounting is desired
• Understanding of financial statements and experience with financial reporting
• Must be analytical, PC literate and knowledgeable of spreadsheet and word processing software
• Advanced knowledge of Excel required
• Flexibility, professionalism, problem solving skills and the ability to make sound financial decisions
• Attention to detail and a high degree of mental concentration as well as the ability to multitask
• Good organizational, interpersonal and communications skills
• Ability to meet deadlines, work in a fast paced environment, and perform a variety of tasks with numerous interruptions
• Ability to sit in front of a computer screen for long periods of time, which may cause visual strain
• Bilingual in English and Spanish is desired
ORGANIZATION
• This position reports to the Assistant Controller
• This position does not oversee other positions
TRAINING REQUIREMENTS
All employees are required to attend scheduled mandatory trainings and complete online regulatory compliance training courses applicable to their specific job function. In all situations, employees must ensure that their actions fully comply with all federal banking laws and regulations, including internal bank policies and procedures. Failure to adhere to these requirements will be grounds for disciplinary action, including probation and possible termination.
COMMUNITY INVOLVEMENT
Lone Star National Bank’s Mission Statement includes a commitment to helping our communities grow by serving them with pride and integrity. All employees are encouraged to volunteer for bank sponsored activities, civic, charitable and community events and to be active in the communities we serve.
LSNB is an Equal Opportunity/Affirmative Action Employer and does not discriminate in the recruitment, hiring, and conditions of employment on the basis of race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, marital status, disability, age, veteran status, or any other status as protected by applicable laws.
Management reserves the right to change this position description at any time according to business needs.