Financial Analyst I

Axos Bank

Target Range:

$70,000.00/Yr. - $80,000.00/Yr.

Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education.

Eligible for an Annual Discretionary Cash Bonus Target: 10%

Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 10%

These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets.

About This Job

We are seeking a highly motivated, detail-oriented, and proactive Financial Analyst I/II to join our Accounting & Finance team. The ideal candidate is a self-starter who thrives in a fast-paced environment, learns quickly, and plays a critical role in strategic planning, budgeting, forecasting, and decision-making across the organization. This role requires strong data and analytical skills, a solid understanding of accounting and financial concepts, and the ability to work independently and manage multiple priorities and deadlines. 

Responsibilities:

• Prepare monthly, quarterly, and annual budgeting, forecasting, and financial reporting deliverables
• Analyze and interpret full P&L, balance sheet, and cash flow statements
• Analyze historical data and prepare biweekly forecasts of non-interest income and operating expenses
• Develop recurring and ad hoc analytics and models including cost management and personnel/headcount analytics
• Analyze and interpret accounting and financial data, conducting trend and variance analysis
• Apply core accounting principles and conduct research at the transaction and GL level, developing observations, narratives, and recommendations for senior leadership related to company strategy and goals
• Effectively gather and manage data from various sources, validating for accuracy, and transforming data for analysis
• Build cross-functional partnerships and relationships across the organization on projects and process improvements 
• Own delivery of analysis and initiatives tied to area of expertise, engaging key business partners independently
• Partner with leadership to define, track, and report on financial and operational metrics
• Manage multiple projects and ensure high-quality output in a fast-paced environment
• Recommend operational improvements by analyzing business functions and evaluating system capabilities
• Support regulatory and audit requirements
• Present data-driven insights to management and leadership, building trust and fostering collaboration
• Continuously assess processes and implement operational improvements and solutions to increase efficiency, accuracy, and automation

Qualifications:

• Bachelor’s degree in Finance, Accounting, Business, Data Analytics, Economics, or related field
• At least 1 year of experience in a related analytical role
• Advanced skills in Microsoft Excel (formulas, data management, modeling)
• Strong analytical thinking and problem-solving abilities
• Exceptional attention to detail and ability to navigate multiple tasks/projects
• Excellent oral and written communication skills
• Demonstrated ability to work proactively and as a fast learner in a dynamic environment
• Works efficiently, is organized, adaptable, and resourceful, and works well independently

Preferred:

• Education and/or work experience in Accounting
• Experience with applications such as Oracle EPBCS, PowerQuery, Tableau, PowerBI, Alteryx, or similar tools is a plus.
• Knowledge of GAAP accounting principles
• Experience in the banking industry

Axos Employee Benefits May Include:

About Axos

Born digital-first, Axos delivers financial tools and services that allow individuals, small businesses, and companies to access and manage their money how, when, and where they want. We’re a diverse team of dynamic, insightful, and independent innovators who are excited to provide technology-driven solutions that offer unbeatable value to our customers.

Axos Financial is our holding company and is publicly traded on the New York Stock Exchange under the symbol "AX" (NYSE: AX).

Learn more about working at Axos

Pre-Employment Background Check and Drug Test:

All offers are contingent upon the candidate successfully passing a credit check, criminal background check, and pre-employment drug screening, which includes screening for marijuana. Axos Bank is a federally regulated banking institution. At the federal level, marijuana is an illegal schedule 1 drug; therefore, we will not employ any person who tests positive for marijuana, regardless of state legalization.

Equal Employment Opportunity:

Axos is an Equal Opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, religious creed, color, sex (including pregnancy, breast feeding and related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, marital status, age, protected medical condition, genetic information, physical disability, mental disability, or any other protected status in accordance with all applicable federal, state, and local laws.

Job Functions and Work Environment:

While performing the duties of this position, the employee is required to sit for extended periods of time. Manual dexterity and coordination are required while operating standard office equipment such as computer keyboard and mouse, calculator, telephone, copiers, etc.

The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.