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First Citizens Bank

First Citizens Bank

via Indeed

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Financial Analyst

Raleigh, NC
full-time
Posted 10/16/2025
Verified Source
Key Skills:
Data Analysis
Financial Reporting
Accounting Controls
Audit Support
Business Intelligence Tools (Tableau, Cognos, Power BI)
Peoplesoft GL
Hyperion
SIE and Series 99 (preferred or willingness to obtain)

Compensation

Salary Range

$60K - 80K a year

Responsibilities

Conduct financial and regulatory reporting, data analysis, accounting functions, and provide business support to improve financial processes.

Requirements

Bachelor's degree with 1 year finance or analytics experience or equivalent, knowledge of financial subjects and BI tools, and preferred SIE/Series 99 certifications.

Full Description

Overview This financial analyst position will conduct financial and regulatory reporting and data analysis across the Brokerage line of business. Accounting functions and controls will be part of this role with some month-end accounting entries, invoice processing, and internal/external audit support. Additionally, the analyst will provide the manager of Wealth Finance Operations support on small and/or moderately complex issues, accounts, and projects for assigned systems, products, or business units with a strong emphasis on the identification of improvements to current procedures to achieve financial objectives across the business. Generates data analytics, financial reports, audit documentation, or other reports as needed. Maintain robust documentation for controls across the function. Peoplesoft GL and Hyperion experience preferred. Responsibilities • Data Analysis - Sources, compiles, and interprets financial data. Analyzes data for accuracy and efficiencies, effectively communicates analysis output. Engages in data extraction, transformation, and loading to support various sub-systems. • Business Support - Provides support to management, associates, and other key groups via analysis output and financial expertise. Coordinates information and process updates across systems. May prepare documentation, presentations, or other materials for business purposes. • Reporting - Produces reports based on data analysis, company trends, and financial processes. Conveys patterns, problems, and areas of improvement. Assists with other internal reporting projects as directed. Qualifications Bachelor's Degree and 1 years of experience in Finance or Analytics OR High School Diploma or GED and 5 years of experience in Finance or Analytics License or Certification Type: SIE and Series 99 (Preferred or willingness to obtain within 6 months). Maintains current knowledge of financial subjects, accounting, and industry trends, knowledge of financial forecasting, corporate finance, and information analysis. Familiarity with applicable Business Intelligence (BI) tools such as Cognos, Tableau and/or Power BI or Peoplesoft GL and Hyperion experience preferred. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

This job posting was last updated on 10/22/2025

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