Financial Analyst

Canandaigua National Bank & Trust

Location: Canandaigua, NY

What does a Financial Analyst at CNB do?

This position will collaborate closely with all members of the Accounting, Finance, and Treasury team to perform a variety of duties to support these functions. Examples of responsibilities include but are not limited to involvement in the budget and forecast process, analyzing, and reporting upon operating results, financial modeling and providing overall financial support to the enterprise. Working to ensure that data sources are valid and appropriately utilized across all reporting channels is a critical component.

What competencies are needed to be successful in this role?

• Minimum of three (3) years' experience in related positions or financial services in general preferred; Finance experience within a bank or financial institution strongly preferred.
• Bachelor’s degree in finance, accounting, economics, business administration or related field required.
• Master’s degree in finance, accounting, economics, business administration or related field preferred.
• Advanced understanding of finance and accounting concepts and principles, knowledge of financial institutions and the United States financial system.
• Strong reading, writing, grammar, and mathematics skills; experience in interpreting, analyzing, and reporting financial information.
• Advanced Excel skills along with knowledge or desire to learn report writing languages and concepts, required, experience with SQL and business intelligence software preferred.

What does a successful first year in this position look like?

• Compile, analyze, and communicate operating results, including providing actual versus budget comparisons to internal management.
• Assist in the preparation of annual budgets for the Bank and all subsidiaries.
• Assist in the preparation of the latest forecasts and rolling forecasts throughout the budget year.
• Provide insight and recommendations through analysis and observation of any risks or opportunities to the business over the course of the year.
• Participate in Asset and Liability Management (ALM) related modeling and reporting & other Asset and Liability Committee (ALCO) responsibilities.
• Participate in and support the development of long-term projections and strategic plans for the organization.
• Perform detailed ROI analysis on projects (organization wide) and help form recommendations on their viability from a capital budgeting perspective.

What makes working at CNB different?

At CNB, we are Investing in You. Our strong corporate culture is based upon seven Core Values: Honesty and Integrity, Responsibility, Teamwork, Respect, Innovation, Professionalism, and Commitment. Our culture nurtures passionate employees and offers great rewards including:

• Medical, Dental, Vision, FSA, HSA options for both part-time and full-time employees. Medical coverage is also offered for domestic partners.
• Paid Holidays, Vacation, and Sick time.
• Retirement benefits that include a 401(k), Profit Sharing, and Employee Stock Ownership Plan (ESOP).
• Training & Development Opportunities.
• Tuition Assistance.
• Volunteer Opportunities.
• Award Winning Wellness program that promotes a solid work/life balance.
• Banking perks and discount programs.

Our goal is to ensure that our bank, employees, and our community thrive and grow, now and for the next 135 years. We're in it for the long haul. What truly sets us apart from other financial institutions is the quality and commitment of our employees. We've assembled a diverse team of people who share a primary focus: to provide exceptional service for our customers.

As an organization, we are committed to hiring, training, developing, promoting, and celebrating employees from historically disadvantaged groups. At CNB, we welcome the unique contributions that you can bring in terms of ethnicity, race, sex, gender identity and expression, nation of origin, age, languages spoken, veteran’s status, religion, disability, sexual orientation, education, and culture.

As the only local, full-service, community-owned financial institution in the Rochester area, Canandaigua National Bank & Trust is Investing in You. If you want to be a part of something special, join us today!

Canandaigua National Corporation and its subsidiaries encourage diversity in the workplace; we are an Equal Opportunity Employer. Minority/Female/Sexual Orientation/Gender Identity/Disability