Financial Consultant
Job Description
Location: On site in Memphis, TN or Charlotte, NC.
Summary:
We are seeking a motivated and detailed-oriented Financial Consultant to join our Wholesale Finance Team. In this role, you will be responsible for forecasting, budgeting, the month end close process and the accurate and timely preparation of reports and data for internal and external use as it relates to the line of businesses supported. The individual will also be responsible for the review, analysis, and creation of data related to the Bank’s financial statements, forecasts, and budgets.
Essential Duties and Key Responsibilities:
- Responsible for monthly forecasting and the annual budgeting processes using financial systems and spreadsheet models, working closely with Senior Leadership to develop accurate and actionable financial plans
- Perform variance analysis, identify key drivers of performance opportunities and risks, and provide insightful commentary to explain financial results to management
- Present financial information to Senior Leadership
- Develop and maintain comprehensive financial models and dashboards to track key performance indicators and financial metrics
- Prepare monthly, quarterly, and annual financial reports for senior management, creating charts and visual presentations to highlight trends and foster understanding
- Support various stakeholders across the organization by reporting and tracking business drivers, financial impacts, and progression toward strategic objectives
- Collaborate with Accounting, FP&A, and other departments to ensure consistency of information between financial plans and operational execution
- All other duties as assigned
Qualifications:
- Bachelor’s degree in Finance, Accounting, Business, or a related field
- 3-5 years of experience
- Strong understanding of financial concepts and proven financial modeling and analysis ability; demonstrated understanding of financial statements
- Excellent presentation (written and verbal communication skills) with the ability to present complex information clearly
- A collaborative mindset, as the role involves working with multiple teams and stakeholders across the Bank
- Proficiency in Microsoft Office Suite (Excel, PowerPoint); experience in Hyperion Essbase, Alteryx, Tableau, and Power BI
- Ability to manage multiple tasks and meet deadlines
About Us
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com.
Benefit Highlights
• Medical with wellness incentives, dental, and vision
• HSA with company match
• Maternity and parental leave
• Tuition reimbursement
• Mentor program
• 401(k) with 6% match
• More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
Follow Us
Facebook
X formerly Twitter
LinkedIn
Instagram
YouTube
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Location: On site in Memphis, TN or Charlotte, NC.
Summary:
We are seeking a motivated and detailed-oriented Financial Consultant to join our Wholesale Finance Team. In this role, you will be responsible for forecasting, budgeting, the month end close process and the accurate and timely preparation of reports and data for internal and external use as it relates to the line of businesses supported. The individual will also be responsible for the review, analysis, and creation of data related to the Bank’s financial statements, forecasts, and budgets.
Essential Duties and Key Responsibilities:
- Responsible for monthly forecasting and the annual budgeting processes using financial systems and spreadsheet models, working closely with Senior Leadership to develop accurate and actionable financial plans
- Perform variance analysis, identify key drivers of performance opportunities and risks, and provide insightful commentary to explain financial results to management
- Present financial information to Senior Leadership
- Develop and maintain comprehensive financial models and dashboards to track key performance indicators and financial metrics
- Prepare monthly, quarterly, and annual financial reports for senior management, creating charts and visual presentations to highlight trends and foster understanding
- Support various stakeholders across the organization by reporting and tracking business drivers, financial impacts, and progression toward strategic objectives
- Collaborate with Accounting, FP&A, and other departments to ensure consistency of information between financial plans and operational execution
- All other duties as assigned
Qualifications:
- Bachelor’s degree in Finance, Accounting, Business, or a related field
- 3-5 years of experience
- Strong understanding of financial concepts and proven financial modeling and analysis ability; demonstrated understanding of financial statements
- Excellent presentation (written and verbal communication skills) with the ability to present complex information clearly
- A collaborative mindset, as the role involves working with multiple teams and stakeholders across the Bank
- Proficiency in Microsoft Office Suite (Excel, PowerPoint); experience in Hyperion Essbase, Alteryx, Tableau, and Power BI
- Ability to manage multiple tasks and meet deadlines
About Us
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com.
Benefit Highlights
• Medical with wellness incentives, dental, and vision
• HSA with company match
• Maternity and parental leave
• Tuition reimbursement
• Mentor program
• 401(k) with 6% match
• More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
Follow Us
Facebook
X formerly Twitter
LinkedIn
Instagram
YouTube
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
About First Horizon National Corporation
First Horizon is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. With $81.7 billion in assets as of December 31, 2023, we serve clients through a team of approximately ~7,300 associates and ~418 banking centers throughout the southeastern United States. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. First Horizon has been recognized as one of the nation’s best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank.
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