Berkshire Bank Sr Forecasting Analyst in Pittsfield, Massachusetts
Sr Forecasting Analyst(935501)
Pittsfield, MA 99 North St
Reports to: FVP – FP&A
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.
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
Ability to work independently with minimal supervision
Ability to balance changing priorities and deadlines