Financial Analyst II

Job Description:

The Financial Analyst II is a key contributor within CSI’s Finance organization, responsible for delivering accurate financial models, insightful analyses, and data‑driven recommendations that support strategic decision‑making across the company. This role combines technical expertise in data analysis tools (SQL, Python, Power BI) with strong FP&A fundamentals to drive forecasting accuracy, operational efficiency, and financial transparency.

In this role, you can:

• Support CSI’s financial strategy by producing high‑impact financial intelligence—enabling leaders to make informed, data‑driven decisions that drive operational excellence and long‑term business performance.

Key Responsibilities

• Develop and maintain financial models for budgeting, forecasting, and long‑range planning.

• Apply forecasting methodologies such as trend analysis, regression, scenario modeling, and driver‑based forecasting.

• Execute monthly, quarterly, and annual forecasting cycles.

• Perform detailed variance analysis (actual vs. budget, forecast, and prior periods).

• Prepare monthly financial reporting packages for leadership and board‑level insights.

• Apply GAAP accounting principles to financial analysis and reporting.

• Extract and analyze large datasets using SQL; use Python for automation and advanced analytics.

• Develop Power BI dashboards that deliver interactive insights.

• Improve reporting efficiency through process automation.

• Work with ERP and planning systems such as Workday Financials and Adaptive Planning.

Team & Organizational Placement

• You will join a collaborative Finance team that partners closely with FP&A, Accounting, and business leadership.

• The team values analytical rigor, empowerment, and organizational agility to support CSI’s long‑term financial strategy.

Required Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field.

• Experience in FP&A or financial analyst roles.

• Strong understanding of GAAP principles.

• Advanced Excel skills (modeling, pivot tables, complex formulas).

• Proficiency in SQL and Python.

• Experience building dashboards in Power BI.

• Strong financial modeling, forecasting, and variance‑analysis capabilities.

Preferred Qualifications

• Experience with Workday Financials and/or Adaptive Planning.

• Experience supporting Board‑level reporting.

• Background in fast‑paced or high‑growth environments.

Key Competencies

• Excellent analytical and problem‑solving skills.

• Ability to translate complex data into executive‑ready insights.

• High attention to detail and accuracy.

• Strong communication and presentation skills.

• Ability to manage multiple priorities effectively.

In return, we offer you:

• A high‑impact role with exposure to senior leadership.

• Development opportunities in advanced analytics and enterprise financial systems.

• A collaborative culture and involvement in major financial initiatives.

As a forward-thinking software provider, Computer Services, Inc. (CSI) helps community and regional financial institutions solve their customers’ needs through open and flexible technologies. In addition to its award-winning core banking platform, these include the latest in lending, digital banking, payments, financial crime prevention and cybersecurity. Building on its 60-year track record of personalized service, CSI is shaping the future of banking and empowering its customers to rival their competition. For more information about CSI, visit www.csiweb.com 

CSI provides rewarding and challenging career opportunities for our employees. When determining your pay, we consider various factors such as your skills, qualifications, experience and location. Along with a competitive salary, this position includes eligibility for incentive awards based on both individual and business performance. We also offer a comprehensive range of benefits. To learn more about our benefits, visit: Benefits Summary

CSI is an Equal Opportunity Employer.  All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, physical and mental disability, marital status, veteran status, or any other characteristic protected by applicable law. If you need an accommodation during the recruitment process, please email us at recruiter@csiweb.com and we will work with you to meet your accessibility needs.

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Visa Sponsorship: We are unable to offer visa sponsorship for this position. Applicants must be authorized to work in the United States without the need for sponsorship now or in the future.