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Consumer and Community Bank Finance, Financial Analysis, Associate

Job Description

The candidate will be a member of the Production Finance MIS Department and will be responsible for gathering specifications and coordinating projects in support of building an automated reporting solution. This includes creating, changing, replicating and automating the reporting on revenue, capacity and productivity, locked and funded volumes, operations, origination, underwriting.  Efforts will support most other Channel reporting, analysis, and business intelligence. They will leverage the MIS report writers team members as well as MIS SQL tech leads and know how to perform both functions at a high-level.


The ideal candidate will use reporting data sets, create queries, join tables, build easy to understand reporting formats, process MIS requests for report changes or custom reporting and provide Framework Manager Object to report writers. Additionally, the Framework Manager will provide guidance and recommendations to both the Finance team and the Business in leveraging a Business Intelligence (BI) tool like Cognos.


Role and Responsibilities

  • Gather user specifications and document project information and status using the MIS project template.
  • Process MIS requests by creating, altering, or improving reports as well as process ad hoc reporting data requests.
  • Oversee report development and perform System Integration Testing (“SIT”) / data integrity checks before handing over reporting for User Acceptance Testing (“UAT”).
  • Coordinate report UAT to gain approval for moves to production from several areas and establish the correct report owner and access.
  • Must work closely with the Finance Analyst(s) and Business customers to integrate reporting solutions into processes to gain efficiencies, add controls, and streamline turn times.
  • Convert existing manual reports into automated report solutions by designing quality, stable, and reliable reporting tables and Framework Meta Data relationships.
  • Create a logic page for reporting to provide what the reporting elements or logic mean.
  • Build reports that comply with all security policies and procedures to ensure the highest level of system and data confidentiality, integrity and availability is maintained.
  • 2-4 years of experience working in a Financial or Business Analyst role.
  • 4-6 years as a Report Writer including work with MS Access and MS Excel or BI tools.
  • Bachelor's degree in business or finance and / or technical certification in SQL and report writing tools.
  • Candidate must have excellent communication skills and be a great team player.
  • Candidate must be able to work independently with little supervision in a fast-paced environment.
  • Experience with Cognos or other business intelligence tools is a must
  • Experience in the Home Lending / Mortgage business is preferred
Req #: 180022825_1
Location: Wilmington, DE US
Job Category: Accounting/Finance/Audit/Risk
Employment Type: Full Time
Potential Referral Amount: 3000 US Dollar (USD)

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