Financial Analyst

Do you enjoy solving problems, finding solutions and impacting growth and profitability? The Financial Analyst in our Retail Product Management team will play a key role in managing the pricing process and reporting and analyzing the performance of the various deposit, loan and revenue areas at MidFirst Bank. This position will be the primary facilitator for all product pricing recommendations by management as well as being instrumental in developing and maintaining reporting on the effectiveness of all product growth and strategy initiatives. The successful candidate must have strong analytical skills, great attention to detail, and be comfortable with presenting both simple and complex scenarios to all levels of the organization, including executive management.

At MidFirst, you will be part of a company that attracts and develops the highest quality people and rewards superior performance. MidFirst Bank occupies a rare position with the banking industry. We are the largest privately owned bank in the United States. This combination of size and private ownership allows us to deliver an environment that is true to our values and provides our employees the best opportunities for success. While our portfolio of services competes with larger banks, our people and culture truly define the MidFirst difference.

The Financial Analyst responsibilities include:

• Maintain and communicate the results of product and portfolio performance to appropriate business units, including executive management.
• Prepare and present pricing review documents for all MidFirst Bank markets and Brands. This includes portfolio production, competitive analysis and comparison to key performance indicators.
• Manage, own and drive the rate plan update process, including developing and maintaining pricing strategy reporting, presenting pricing recommendations, communicating changes throughout the Bank and ensuring rate changes have been executed successfully.
• Manage internal and external rate sheets, ensuring rates are accurately reported and adhere to applicable regulatory guidelines.
• Support the Retail Product Management team of product managers to track and measure product strategy results, as well as identify and analyze new and existing product and promotional opportunities.
• Assist in the annual development and ongoing management of the Retail Product Management budget for deposits, loans and revenue.
• Maintains a strong working relationship with supported lines of business. Develops relationships with key business partners and external partners to solve complex problems and identify opportunities for improvement.
• Analyze and communicate key insights on various product portfolio and/or strategy initiatives, such as product profitability, competitive and industry insights, customer survey and/or feedback reviews, etc.
• Develop reporting to track product platform configurations and ensure compliance to policy, procedures and regulation.
• Provide project-tracking assistance to Product Manager on product and project initiatives.
• Assist the Product Manager and customer support teams to consume customer level reporting on call volumes, complaints or online and mobile usage to assist with identifying improvement opportunities.
• Attend meetings as a key representative and facilitate any follow-up items or other requests.
• Conduct and assist with Research and Analysis - competitive, industry, promotional and customer.
• Extreme attention to detail and compliance with business processes and applicable regulations.
• Perform miscellaneous duties and ad hoc reporting as needed.

Position Requirements:

• Bachelor's degree required in the areas of Finance or Accounting with minimum 3.25 GPA; MBA and/or CPA preferred
• 2+ years of experience financial analytics, ideally in banking or financial industry
• Ability to work both independently and contribute to team structure
• Advanced proficiency in Microsoft Office suite - Word, Outlook, Excel, PowerPoint
• Experience using data mining tools required; PowerBI experience preferred
• Must have strong verbal and written communication skills and demonstrate the ability to articulate complex concepts in a clear and concise manner
• Must have strong quantitative, problem solving and analytical skillset
• Self-motivated
• Ability to thrive in a fast-paced environment, managing several projects and tasks concurrently
• Keen attention to detail and highly organized
• Strong presentation skills
• **This position is on-site at our corporate campus in north Oklahoma City, therefore, you must to reside in this area in order to be considered for this opening.**

Detail Oriented - Capable of carrying out a given task with all details necessary to get the task done well

Bachelors of Finance (required)
Bachelors of Accounting (required)

3 years: *2+ years of experience financial analytics, ideally in banking or financial industry
*Ability to work both independently and contribute to team structure
*Advanced proficiency in Microsoft Office suite - Word, Outlook, Excel, PowerPoint
*Experience using data mining tools required; PowerBI experience preferred
*Must have strong verbal and written communication skills and demonstrate the ability to articulate complex concepts in a clear and concise manner
(required)

Skills