Financial Analyst II

First Western is seeking an Financial Analyst II to join our team!

Are you looking for a challenging and rewarding opportunity? First Western is seeking a passionate and experienced professional to join our team.

As a Financial Analyst II at First Western, you will play a vital role in helping high-net-worth clients achieve their financial goals. You will work closely with our Finance team to deliver comprehensive solutions that exceed client expectations.

If you are passionate about providing exceptional service to clients and are looking for a challenging and rewarding opportunity, we encourage you to apply for this position today.

What You Will Do:

• Coordinate, analyze and report financial performance to management, present monthly and year-to-date financials with accompanying analysis of results.

• Analyze key performance indicators to identify underlying business issues and provide input for operational and strategic decisions.

• Assist in creation of monthly forecasts, review against analyst estimates, provide support to strategic planning and goal achievement.

• Support the annual business planning process.

• Report weekly loan and deposit growth and summarize largest variances by client.

• Run/update the FTP model monthly and address any discrepancies.

• Identify and monitor key/strategic clients, client profitability analysis and benchmarking.

• Support the internal and external reporting requirements of the Company (management, BOD, SEC, regulatory).

What You Bring:

• Proficient in Microsoft Office Suite; strong Excel skills

• Excellent written and verbal communications skills

• Self-starter, detail-oriented and organized

• Ability to work independently and as part of a team

• Strong analytical skills (including Excel)

• Knowledge of banking industry and macroeconomic trends

Education Level Education Details Required/Preferred

Bachelor's Degree, Bachelor's Degree in Finance, Accounting, Economics, or related business degree. Required

Experience Level Experience Details Required/Preferred

1-3 years, Financial planning and analysis Required

What You Receive:

At First Western, we pride ourselves on our culture of innovation, teamwork, and continuous learning. We are committed to providing our employees with the tools and resources they need to succeed, including ongoing training and development, a competitive compensation package, and a comprehensive benefits program.

Pay Range: $59,000 - $83,000/YR

Job Classification: Full-Time, Exempt

• Actual offer will be based on experience, location, education, and/or skills*

• Strong Bonus Potential

• 401(k) Plan with Match

• Paid Parking/Transportation Benefits

• Access to Training & Professional Development Programs

• Sponsorship for Obtaining Professional Certifications

• Flex Spending Accounts

• Health Savings Account

• Health & Wellness Benefits

• Paid Time-Off+ Bank Holidays

Interested in learning more and seeing how we connect? Visit us today at: https://myfw.com/careers/

Questions? Contact us at Talent.Management@myfw.com

First Western Financial, Inc. is proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive and safe environment for all employees. We are fully committed to achieving a diverse workforce by hiring, developing, and retaining talented people from different backgrounds, experiences, abilities, and perspectives. Individuals from all backgrounds, including non-traditional backgrounds, historically marginalized, or underrepresented groups are strongly encouraged to apply.