Berkshire Bank Sr Forecasting Analyst in Pittsfield, Massachusetts

Sr Forecasting Analyst(935501)

Job Type




Pittsfield, MA 99 North St

Job Details

Division: Finance

Department: Accounting

Reports to: FVP – FP&A

Status: Non-Exempt

Grade: 9

Location: Pittsfield, MA


Responsible for managing all budgeting / forecasting plan files in the Axiom forecasting module. Also responsible for maintaining the institution’s projection. Prepare periodic management reporting to Senior Management on actuals to projection / budget.

Key Accountabilities:

  • Maintain budget plan files in Axiom. Work with the lines of businesses to build out and submit line of business budgets via said plan files. 20%

  • Preparation of the annual budget and quarterly reforecasts in terms of compiling and analyzing data and presenting that data in meaningful reports. 25%

  • Manage weekly projections, including adjusting for actual results and assumption adjustments as warranted. Issue updated projections to Senior Management. 20%

  • Assist FVP – FP&A in the implementation and ongoing maintenance of a rolling multi-year forecast. 20%

  • Assist FVP – FP&A with the institution’s financial strategic plan. 15%

  • Ensures compliance with all banking laws, rules, regulations, and prescribed policies/practices/procedures necessary to reduce risk and uphold ethical standards related to and required by one’s duties.


  • Bachelor’s Degree in Accounting or Finance preferred or equivalent experience required


  • 3+ years’ accounting experience preferred with a focus on financial analysis and/or profitability analysis desired.

  • 3+ years’ accounting systems experience preferred.

Skills & Knowledge:

  • High level of systems skills including administration and report writing

  • Strong analytical aptitude

  • Excellent verbal/written communication skills

  • Detail oriented

  • Ability to work independently with minimal supervision

  • Ability to balance changing priorities and deadlines