Senior Finance Analyst - Billings, MT

  • First Interstate Bank
  • Billings, MT, USA
  • Jun 14, 2022
Full time Analysis Finance Senior Level

Job Description

This position may be located at any of the offices within First Interstate Bank's fourteen state footprint, including Arizona, Colorado, Idaho, Iowa, Kansas, Minnesota, Missouri, Montana, Nebraska, North Dakota, Oregon, South Dakota, Washington and Wyoming.



The Senior Finance Analyst - Financial Planning & Analysis (FP&A) is responsible for supporting the group’s key functions including financial analysis, planning, forecasting, management reporting, and product and client profitability. Will join a team of analysts to help drive transformation to a culture where enhanced financial acumen and decision-making based on documented analysis is the expectation throughout the Bank, working with key leaders to help inform the strategy and direction of individual business lines and the Bank as a whole.


Works across the organization, interacting with key team members to develop actionable financial modeling and business strategy. May be required to present complex financial analysis to key stakeholders, including business line leaders and executive management, and must be able to effectively communicate key assumptions, statistical output, and resulting business implications and associated risks and opportunities.


ESSENTIAL DUTIES & RESPONSIBILITIES include the following; other duties may be assigned.

  • Partners with business leaders across the Bank in the annual planning and budgeting process, contributing to a budget that reflects the business goals and strategies required to achieve them.
  • Supports the development and delivery of performance reporting with fully burdened financials & key performance metrics at all business entity levels.
  • Aggregates, analyzes & documents performance to budget and forecast to support management’s understanding of financial results and drive decision-making.
  • Supports the team in developing a mid and long-range forecasting methodology.
  • Works with business line leaders to fully understand drivers of financial performance and supports strategic decision making with scenario-based modeling and business case development.
  • Delivers ad-hoc analysis to support standard reporting & analytics to provide business line leaders with analysis to support data driven decision making.
  • Plays a key role in the execution of the roadmap for the ongoing enhancement and maturation of our Business Finance program, firm-wide analytical capabilities and product and client profitability.
  • Analyze existing operations and make recommendations for the improvement and growth of the bank.
  • Work collaboratively in order to influence data accuracy and structure to support the development of analytics, models, and various reporting platforms.



To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.



Bachelor’s degree in finance, accounting, economics, or related field and two years of related experience. CFA or CPA preferred.  



Strong interpersonal skills. Proficient with Microsoft Excel and Word applications. Experience with budgeting software and/or advanced analytical capabilities. Ability to prioritize workload and meet stringent deadlines.  Ability to work well with a variety of personalities and provide guidance where no functional authority exists.  Must be flexible in approach and adaptable under pressure.  Must be detail-oriented and have strong analytical skills.  Must be organized and a self-starter.  Must be able to work outside of normal business hours, including some Saturdays.



Ability to read, analyze, and interpret technical journals, business periodicals, and other professional journals.  Ability to effectively respond to technical and complex questions from management, workgroups, and others in the organization, both in writing and orally.



Ability to calculate figures and amounts such as discounts, interest, commissions, and percentages. Ability to apply concepts of basic algebra.



Ability to interpret and apply written technical information to the company’s unique circumstances. Ability to solve practical problems and process variables in situation where limited standardization exists.  Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.



While performing the duties of this job, the employee is regularly required to use hands.  The employee frequently is required to hear or talk; stand; walk; sit; reach with hands and arms; and stoop, kneel, crouch, or crawl.  The employee must occasionally lift and/or move up to 25 pounds.  Specific vision abilities required by this job include close vision, and ability to adjust focus.



The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.