First Western Trust
Explore career opportunities at First Western Trust, where we foster growth, innovation, and personalized financial solutions, empowering clients and employees alike.
First Western is seeking a Senior Financial Analyst to join our team!
Are you looking for a challenging and rewarding opportunity? First Western is seeking a passionate and experienced professional to join our team.
As a
Senior Financial Analyst
at First Western, you will play a vital role in helping high-net-worth clients achieve their financial goals. You will work closely with our
Accounting and Finance team to deliver comprehensive solutions that exceed client expectations. If you are passionate about providing exceptional service to clients and are looking for a challenging and rewarding opportunity, we encourage you to apply for this position today. What You Will Do: Review of actuals vs. forecasts, investigate material variances, providing analysis and commentary on key variances vs. targets and vs. prior periods and recommendations for future actions as required. Liaise with other finance/accounting teams to support various activities related to Month-end/Quarter-end/Year-end closing process and audit Provide financial analysis and modeling expertise for operational results, forecasts and annual business plans. Ensure that the P&L and overall financials are correctly reflected in the month end close management reporting. Analyze key performance indicators to identify underlying business issues, and provide input for operational and strategic decisions. Trend analysis, industry analysis, industry best practices/standard performance measures. Responsible for modeling the ALM function of the Bank, analyze the results and provide input for decisions. Organize and drive the planning processes, providing financial support for forecasts, develop tools for improving the forecasting and actual results and roll them out to the executive and management teams. Perform ad hoc analysis, including creation of financial models and analysis of business trends to support the growth of the business. Drive the process and reporting improvements within area of responsibilities and also make recommendations in other areas as opportunities arise. What You Bring: Advanced knowledge of Microsoft Excel (data modeling and spreadsheet development). Advanced skills in data management (ability to move data between sources, extract information from large data sets, etc.). Experience with Financial Planning software preferred. Strong analytical skills with the ability to recognize problems, develop solutions and implement them. Highly motivated self-starter with a willingness to assume responsibility, take ownership for their work, work independently with minimal supervision, use judgement and discretion, and intelligently challenge the status quo. Possesses a strong sense of urgency to meet deadlines, while maintaining attention to detail and quality of work. Education Level Education Details Required/Preferred Bachelor's Degree Finance, Accounting, Economics or other related field Required Master's Degree MBA/Master’s in Accounting/Master’s in Finance Preferred Experience Level Experience Details Required/Preferred 5-7 years Experience in a Finance role. Strong financial background, have a good understanding of overall business operations and enjoy working on very complex and critical projects. Required 1-3 years Financial services Preferred 1-3 years Supervisory Experience Preferred What You Receive: At First Western, we pride ourselves on our culture of innovation, teamwork, and continuous learning. We are committed to providing our employees with the tools and resources they need to succeed, including ongoing training and development, a competitive compensation package, and a comprehensive benefits program. Pay Range:
$80,000 - $120,000/YR Job Classification:
Full-Time Exempt *Actual offer will be based on experience, location, education, and/or skills* - Strong Bonus Potential - 401(k) Plan with Match - Paid Parking/Transportation Benefits - Access to Training & Professional Development Programs - Sponsorship for Obtaining Professional Certifications - Flex Spending Accounts - Health Savings Account - Health & Wellness Benefits - Paid Time-Off+ Bank Holidays Interested in learning more and seeing how we connect? Visit us today at: https://myfw.com/careers/
Questions? Contact us at Talent.Management@myfw.com
First Western Financial, Inc. is proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive and safe environment for all employees. We are fully committed to achieving a diverse workforce by hiring, developing, and retaining talented people from different backgrounds, experiences, abilities, and perspectives. Individuals from all backgrounds, including non-traditional backgrounds, historically marginalized, or underrepresented groups are strongly encouraged to apply. First Western Financial, Inc. is committed to the full inclusion of all qualified individuals. In keeping with our commitment, First Western Financial, Inc. will take the steps to assure that people with disabilities are provided reasonable accommodations. Accordingly, if reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the position, and/or to receive all other benefits and privileges of employment, please contact Talent.Management@myfw.com . Region A Pay Range Pay Range $80,000 - $120,000 USD Create a Job Alert Interested in building your career at First Western? Get future opportunities sent straight to your email. Apply for this job
* indicates a required field First Name * Last Name * Email * Phone * Location (City) * Resume/CV * Enter manually Accepted file types: pdf, doc, docx, txt, rtf Enter manually Accepted file types: pdf, doc, docx, txt, rtf LinkedIn Profile How did you hear about this job and why do you want to work at First Western? * Are you authorized to work in the US? * Select... Will you now or in the future require sponsorship for employment visa status (e.g. H-1B visa status)? * Select... What is the highest level of education you have completed? * Does the salary range listed in the job posting meet your salary expectations? * Select... When are you available? * Voluntary Self-Identification
For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file. As set forth in First Western’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law. If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows: A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability. A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service. An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense. An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985. Select... Voluntary Self-Identification of Disability
Form CC-305 Page 1 of 1 OMB Control Number 1250-0005 Expires 04/30/2026 Voluntary Self-Identification of Disability Form CC-305 Page 1 of 1 OMB Control Number 1250-0005 Expires 04/30/2026 Why are you being asked to complete this form?
We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years. Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp . How do you know if you have a disability?
A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability.
Disabilities include, but are not limited to: Alcohol or other substance use disorder (not currently using drugs illegally) Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS Blind or low vision Cancer (past or present) Cardiovascular or heart disease Celiac disease Cerebral palsy Deaf or serious difficulty hearing Diabetes Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders Epilepsy or other seizure disorder Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome Intellectual or developmental disability Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD Missing limbs or partially missing limbs Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS) Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities Partial or complete paralysis (any cause) Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema Short stature (dwarfism) Traumatic brain injury
Disability Status Select... PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.
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Senior Financial Analyst
at First Western, you will play a vital role in helping high-net-worth clients achieve their financial goals. You will work closely with our
Accounting and Finance team to deliver comprehensive solutions that exceed client expectations. If you are passionate about providing exceptional service to clients and are looking for a challenging and rewarding opportunity, we encourage you to apply for this position today. What You Will Do: Review of actuals vs. forecasts, investigate material variances, providing analysis and commentary on key variances vs. targets and vs. prior periods and recommendations for future actions as required. Liaise with other finance/accounting teams to support various activities related to Month-end/Quarter-end/Year-end closing process and audit Provide financial analysis and modeling expertise for operational results, forecasts and annual business plans. Ensure that the P&L and overall financials are correctly reflected in the month end close management reporting. Analyze key performance indicators to identify underlying business issues, and provide input for operational and strategic decisions. Trend analysis, industry analysis, industry best practices/standard performance measures. Responsible for modeling the ALM function of the Bank, analyze the results and provide input for decisions. Organize and drive the planning processes, providing financial support for forecasts, develop tools for improving the forecasting and actual results and roll them out to the executive and management teams. Perform ad hoc analysis, including creation of financial models and analysis of business trends to support the growth of the business. Drive the process and reporting improvements within area of responsibilities and also make recommendations in other areas as opportunities arise. What You Bring: Advanced knowledge of Microsoft Excel (data modeling and spreadsheet development). Advanced skills in data management (ability to move data between sources, extract information from large data sets, etc.). Experience with Financial Planning software preferred. Strong analytical skills with the ability to recognize problems, develop solutions and implement them. Highly motivated self-starter with a willingness to assume responsibility, take ownership for their work, work independently with minimal supervision, use judgement and discretion, and intelligently challenge the status quo. Possesses a strong sense of urgency to meet deadlines, while maintaining attention to detail and quality of work. Education Level Education Details Required/Preferred Bachelor's Degree Finance, Accounting, Economics or other related field Required Master's Degree MBA/Master’s in Accounting/Master’s in Finance Preferred Experience Level Experience Details Required/Preferred 5-7 years Experience in a Finance role. Strong financial background, have a good understanding of overall business operations and enjoy working on very complex and critical projects. Required 1-3 years Financial services Preferred 1-3 years Supervisory Experience Preferred What You Receive: At First Western, we pride ourselves on our culture of innovation, teamwork, and continuous learning. We are committed to providing our employees with the tools and resources they need to succeed, including ongoing training and development, a competitive compensation package, and a comprehensive benefits program. Pay Range:
$80,000 - $120,000/YR Job Classification:
Full-Time Exempt *Actual offer will be based on experience, location, education, and/or skills* - Strong Bonus Potential - 401(k) Plan with Match - Paid Parking/Transportation Benefits - Access to Training & Professional Development Programs - Sponsorship for Obtaining Professional Certifications - Flex Spending Accounts - Health Savings Account - Health & Wellness Benefits - Paid Time-Off+ Bank Holidays Interested in learning more and seeing how we connect? Visit us today at: https://myfw.com/careers/
Questions? Contact us at Talent.Management@myfw.com
First Western Financial, Inc. is proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive and safe environment for all employees. We are fully committed to achieving a diverse workforce by hiring, developing, and retaining talented people from different backgrounds, experiences, abilities, and perspectives. Individuals from all backgrounds, including non-traditional backgrounds, historically marginalized, or underrepresented groups are strongly encouraged to apply. First Western Financial, Inc. is committed to the full inclusion of all qualified individuals. In keeping with our commitment, First Western Financial, Inc. will take the steps to assure that people with disabilities are provided reasonable accommodations. Accordingly, if reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the position, and/or to receive all other benefits and privileges of employment, please contact Talent.Management@myfw.com . Region A Pay Range Pay Range $80,000 - $120,000 USD Create a Job Alert Interested in building your career at First Western? Get future opportunities sent straight to your email. Apply for this job
* indicates a required field First Name * Last Name * Email * Phone * Location (City) * Resume/CV * Enter manually Accepted file types: pdf, doc, docx, txt, rtf Enter manually Accepted file types: pdf, doc, docx, txt, rtf LinkedIn Profile How did you hear about this job and why do you want to work at First Western? * Are you authorized to work in the US? * Select... Will you now or in the future require sponsorship for employment visa status (e.g. H-1B visa status)? * Select... What is the highest level of education you have completed? * Does the salary range listed in the job posting meet your salary expectations? * Select... When are you available? * Voluntary Self-Identification
For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file. As set forth in First Western’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law. If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows: A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability. A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service. An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense. An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985. Select... Voluntary Self-Identification of Disability
Form CC-305 Page 1 of 1 OMB Control Number 1250-0005 Expires 04/30/2026 Voluntary Self-Identification of Disability Form CC-305 Page 1 of 1 OMB Control Number 1250-0005 Expires 04/30/2026 Why are you being asked to complete this form?
We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years. Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp . How do you know if you have a disability?
A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability.
Disabilities include, but are not limited to: Alcohol or other substance use disorder (not currently using drugs illegally) Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS Blind or low vision Cancer (past or present) Cardiovascular or heart disease Celiac disease Cerebral palsy Deaf or serious difficulty hearing Diabetes Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders Epilepsy or other seizure disorder Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome Intellectual or developmental disability Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD Missing limbs or partially missing limbs Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS) Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities Partial or complete paralysis (any cause) Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema Short stature (dwarfism) Traumatic brain injury
Disability Status Select... PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.
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