Financial Analyst III

First Western is seeking an Financial Analyst III 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 III 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:

• Review of actuals vs. forecasts, investigate material variances, providing analysis and commentary on key variances vs. targets and vs. prior periods and recommendations for future actions as required.

• Liaise with other finance/accounting teams to support various activities related to Month-end/Quarter-end/Year-end closing process and audit

• Provide financial analysis and modeling expertise for operational results, forecasts and annual business plans. Ensure that the P&L and overall financials are correctly reflected in the month end close management reporting.

• Analyze key performance indicators to identify underlying business issues, and provide input for operational and strategic decisions. Trend analysis, industry analysis, industry best practices/standard performance measures.

• Responsible for modeling the ALM function of the Bank, analyze the results and provide input for decisions.

• Organize and drive the planning processes, providing financial support for forecasts, develop tools for improving the forecasting and actual results and roll them out to the executive and management teams.

• Perform ad hoc analysis, including creation of financial models and analysis of business trends to support the growth of the business.

• Drive the process and reporting improvements within area of responsibilities and also make recommendations in other areas as opportunities arise.

• Lead special projects central to improving analytical tools, internal business processes, and overall management decision process.

• Maintain and apply current knowledge of and comply with all applicable laws and regulations, policies and procedures.

• Introduce new analysis, formats, etc which provide insights to different areas of the business.

• Coordinate and manage ad hoc or special analysis projects (goodwill impairment).

• Provide valuation and other diligence support to expansion process, as directed.

What You Bring:

• Advanced knowledge of Microsoft Excel and Access (data modeling and spreadsheet development).

• Excellent working knowledge of Business Objects or other data warehousing applications.

• Advanced skills in data management (ability to move data between sources, extract information from large data sets, etc.).

• Strong analytical skills with the ability to recognize problems, develop solutions and implement them.

• Highly motivated self-starter with a willingness to assume responsibility, take ownership for their work, work independently with minimal supervision, use judgement and discretion, and intelligently challenge the status quo.

• Possesses a strong sense of urgency to meet deadlines, while maintaining attention to detail and quality of work.

• Patience to spend long hours sifting through detail-oriented data.

Education Level Education Details Required/Preferred

Bachelor's Degree Finance, Accounting, Economics or other related field Required

Master's Degree MBA Preferred

Experience Level Experience Details Required/Preferred

5-7 years Experience in a Finance role. Strong financial background, have a good understanding of overall business operations and enjoy working on very complex and critical projects. 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: $71,000 - $107,000/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.