Senior Financial Analyst

Medallion Bank

Senior Financial Analyst supporting Medallion Bank, which finances recreational vehicles, boats, and home improvements. Modeling loan valuations, portfolio performance, budgeting, and asset disposition decisions.

Posted 8/19/2026full-timeSalt Lake City • Utah • 🇺🇸 United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong financial analysis capabilities, including advanced Excel modeling, portfolio analytics, and asset disposition strategies. Proficient in preparing management reports and supporting financial planning and analysis functions within a banking or finance context.

Highest-signal resume keywords

Financial ModelingPortfolio AnalyticsAsset DispositionAdvanced Excel SkillsSQL

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial AnalysisValuation ModelingLiquidity ManagementStress TestingCapital Adequacy AnalysisInterest Rate Risk ManagementBudgetingForecastingData AnalysisGAAP Knowledge

Soft Skills

Analytical SkillsWritten CommunicationVerbal CommunicationSelf-MotivatedTime Management

Tools & Technologies

Microsoft OfficePower BIFinancial Planning SystemsRisk Management ToolsData Analysis Tools

Industry Keywords

BankingFinanceAccountingTreasuryCapital MarketsAsset ManagementCreditPortfolio ValuationLoan Sale AnalysisFinancial Reporting

Tech Stack

Tools & technologies

SQL

About the role

Key responsibilities & impact

Support the Bank’s asset disposition strategy and financial planning and analysis functions
Perform duties related to asset disposition, FP&A, investment management, liquidity/funds management, stress testing, capital adequacy analysis, and interest rate risk management
Support loan sales, valuation modeling, portfolio analytics, marketing materials, and discussions with prospective buyers
Build, maintain, and improve financial models for retained-versus-sold analysis, discounted cash flow modeling, gain/loss analysis, pricing sensitivity, and expected recovery outcomes
Analyze portfolio performance trends, including origination volume, balances, yields, credit performance, charge-offs, recoveries, prepayments, and delinquencies
Assist with annual budgeting and periodic financial forecasts
Gather data inputs, run forecast models, track actual results versus expectations, and prepare management reports
Prepare reporting for management and the board of directors
Support Asset/Liability Committee (ALCO) meetings by preparing meeting materials and presentation packets
Support the public reporting process by preparing accurate reports and reviewing draft filings
Perform other duties as assigned
Report to the Director, FP&A

Requirements

What you’ll need

Must pass a background check and maintain a clean background
Bachelor’s degree in accounting, finance, economics, business administration, data analytics, or a related field
Minimum 4-6 years of related banking, finance, accounting, treasury, credit, capital markets, portfolio analytics, or asset management work experience
Experience supporting asset disposition, loan sale analysis, or portfolio valuation strongly preferred
Excellent analytical, written, and verbal communication skills
Self-motivated and hard working
Ability to handle multiple tasks simultaneously and operate under strict deadlines
Strong proficiency with Microsoft Office
Advanced Excel modeling skills
Experience working with large data sets, financial models, and risk management tools and software
Experience with SQL, Power BI, financial planning systems, or other data analysis tools preferred
Demonstrated knowledge of finance and accounting, including a general understanding of GAAP
Ability to work in a hybrid home/cubicle arrangement with some in-office work required

Benefits

Comp & perks

Comprehensive benefits including medical, dental, vision, disability, and life insurance
401K with a company match
PTO including 11 paid holidays, vacation time and sick time
Financial Wellness Program
Volunteer Opportunities
Awesome company culture and co-workers who love to work here!
Work Life Balance
Company Wide Open Door Policy
Hybrid home/cubicle work options may be available
Overtime may be required