Job Description

Job Description

Job Description

Summary: This position is responsible for assisting in preparing and presenting financial models, monthly reporting packages, ad hoc reporting, and analysis.

Salary Range: The salary range budgeted for this position is $68,600/yr to $97,400/yr and represents the Company's good faith minimum and maximum range for this role at the time of posting. The compensation offered to a candidate may vary depending on several factors, including a candidate's qualifications, skills, competencies, experience, and location.

The Company also offers various benefits, including medical, dental, vision, and a 401(K) match. Other rewards may include annual performance-based bonuses and wellness days.

Applicants must have current work authorization when accepting a First Foundation Inc. position. Currently, we cannot sponsor or take over the sponsorship of an Employment Visa.

Duties and Responsibilities:

• Employee is responsible for adherence to all compliance programs and the completion of all required and assigned training by established due dates
• Employee is responsible for understanding their duties and responsibilities as it relates to the Bank Secrecy Act, (“BSA”), Anti-Money Laundering Act (“AML”), and Office of Foreign Assets Control Regulations (“OFAC”). This includes understanding any responsibilities outlined under the Bank’s BSA/ OFAC Program, participating in any required training, and promptly complying with all reporting requirements
• Understands and complies with requirements of all laws and regulations applicable to the position
• Supports monthly analyses of financial information, budget variances, and other financial information
• Assist in the preparation of special studies, reports analyses, and recommendations in areas such as budgets, audits, forecasts, financial plans, statistical reports, and business forecasts for management
• Assist and participate in the implementation of a new reporting and planning system
• Perform various comparison analyses to ensure the accuracy of financial modeling
• Perform other duties as assigned

Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements below represent the required knowledge, skill, and/or ability. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Education and/or Experience:

• Bachelor’s Degree in Finance or a related field required
• Minimum of 3 to 5 years of related experience in banking and understanding financials is preferred

Skills:

• Strong conceptual understanding of accounting theory and practical knowledge of GAAP is required
• Strong analytical, problem-solving, and organizational skills
• Effective oral and written communication skills
• Must be able to take ownership of assigned tasks and work well under pressure
• Proficiency with Microsoft Excel, Word, and PowerPoint
• Must be able to interface effectively with all levels of personnel

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

While performing the duties of this job, the employee is regularly required to sit; use hands and fingers, handle, or feel; and talk or hear. The employee frequently is required to reach with hands and arms. The employee is occasionally required to stand; walk; stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, and the ability to adjust focus.

First Foundation is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.

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