Financial Analyst - board reporting (Tulsa, OK)
Fernwood Umber Banking Services · Tulsa, OK · full time
Fernwood Umber Banking Services is a regional lender in Tulsa with branches and a growing mobile service. We are hiring a Financial Analyst to take on board reporting.
We keep decisions close to customers and expect people to explain things plainly.
What you will do
• Explain monthly variances in plain language for managers.
• Build and update budgets and rolling forecasts with department leads.
• Support pricing and investment decisions with careful analysis.
• Model the cost of account openings and recommend where to save.
• Prepare board and lender packs with clear charts.
What we are looking for
• Two to five years in financial analysis or a similar role.
• Advanced Excel skills; SQL or BI experience helps.
• Comfort presenting numbers to people who are not finance specialists.
Nice to have
• A relevant degree or certification.
• Experience with card disputes.
Working arrangement
• Full-time, on a regular day shift.
• On site in Tulsa.
• Applications are reviewed on a rolling basis.
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