Website Platinum Bank

Providing a Means to a Dream.


Senior Financial Analyst




The Senior Financial Analyst will ensure the Bank and Holding Company transactions are properly reflected on their respective financial statements and will also analyze critical financial functions of the Bank. This position will adhere to Platinum Bank service and quality standards, perform regulatory reporting preparation, perform budgetary analysis, enhance financial reporting, help mitigate risk, and be an internal resource for departmental analysis. This position will provide troubleshooting and will resolve issues related to the essential functions listed. In addition, this individual will work closely with and be the right hand to the CFO on other projects or duties as assigned.


Accounting/ Finance:

  • Complete required Bank and Holding Company reconciliations.
  • Process/record certain Holding Company and Bank transactions.
  • Prepare and submit regulatory filings on behalf of the Bank and Holding Company.
  • Assist with Bank and Holding Company Board financial reporting and forecasting.
  • Calculate variances from the budget and report significant issues to management.
  • Provide financial analysis and support as directed for various departments and for the CFO.
  • Provide insights on business activities through pricing assessments, duration analysis, shock analysis and other critical ALCO measurements.
  • Assist with financial statement, tax return and other examination preparation.
  • Comply with local, state, and federal government reporting requirements and tax filings.
  • Work with CFO to produce Asset Liability Management Reports and monitor policy limits from the Funds Management Policy, Contingency Funding Plan, Capital Expenditure, Expense Reimbursement and Capital Plan.
  • Work with CFO to ensure finance-directed policies are current and being maintained.
  • Assist with financial analysis on asset sales and purchases along with the management of other assets.
  • Work with CFO to create new policy and procedures for financial objectives of the Bank and Holding Company.
  • Maintain a system of controls over accounting and finance transactions.
  • Maintain the chart of accounts and review the general ledger’s prior day transactions daily for accuracy.

Other Responsibilities

  • Primary back up for payroll, benefits, and other human resources administration processing.
  • Primary back up for other various CFO duties.
  • Primary back up for Accounts Payable.
  • Compiles regular monthly, quarterly, and annual board packets.
  • Comply with all department and company policies, procedures, and regulations.
  • Assist in the operational improvement of financial data integrity and reporting efficiencies.
  • Assist in other special projects as assigned.


  • Two or four year college degree in finance or accounting; or equivalent combination of education and experience.
  • 3-5 years related banking experience and/or training; or equivalent combination of education and experience preferred
  • Experience with internal controls/process and a sound understanding of accounting


  • Excellent interpersonal & customer service skills
  • Ability to listen, speak clearly and effectively to others.
  • Respects opinions of others.


  • Proficient skill set in the use of the following software applications: Microsoft Excel, Word, and Outlook.
  • Experience with Jack Henry applications desirable.


  • Decision Making/Problem Solving – Ability to make good quality decisions in a timely and decisive manner and systematically evaluate alternatives.
  • Self-Management – Strong time management, work prioritization, and organizational skills; detailed oriented; ability to clearly define objectives, set personal goals, and monitor progress; displays self-motivation; actively seeks feedback and adapts behavior.
  • Confidentiality – Ability to maintain confidentiality of all Bank records and customer transactions.
  • Ability to prioritize tasks and meet required deadlines.
  • Strong organizational skills needed with the ability to multitask.
  • Accuracy and efficiency with attention to details.

Physical Demands

  • While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; and talk or hear. The employee is occasionally required to stand and walk. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, and depth perception.

Work Environment

  • The working environment is typical for an office and does not require exposure to difficult or hazardous conditions.
  • The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations can be made to enable individuals with disabilities to perform the essential functions.

This Position Description reflects management’s assignment of major responsibilities, which represent the majority of essential functions.  It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements.  They may be subject to change at any time due to reasonable accommodation or other reasons.

Interested parties may apply by emailing a resume to


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