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Financial Analyst Sr

Role overview

Qualifications

  • Bachelor’s Degree in Finance, Accounting, Business Management (with emphasis in Accounting) OR related area OR equivalent work experience
  • 3 years finance or related experience
  • Experience with Oracle PeopleSoft Financial Management or Hyperion

Responsibilities

  • Perform budgeting, forecasting, and building financial models
  • Assist with financial planning and perform research and analysis
  • Prepare reports and assist with close processes
  • Provide financial analytics to influence senior leadership strategic decisions

Key facts

Other skills

  • Budgeting
  • Forecasting
  • Microsoft Excel
  • Microsoft PowerPoint
  • Social Skills
  • Decision Making

About the company

UMB Financial Corporation logo

UMB Financial Corporation

Banking

UMB Financial Corporation is a leading provider of financial services for individuals and institutions. Bank deposit products provided by UMB Bank n.a., Member FDIC. Equal Housing Lender. For additional disclosures and information, view our Privacy Statement and Legal Terms and Conditions found on www.umb.com.

Company details

Company typeLarge
IndustryBanking
Company size1001 - 5000

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Job description

Are you ready to be part of something more?  

 

Youre more than a means to an enda way to help us meet the bottom line. UMB isnt comprised of workers, but of people who care about their work, one another and their community. Expect more than the status quo. At UMB, you can expect more heart. Youll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunity. UMBers are known for having multiple careers here and having their voices heard. 

 

The CFO Administration team within UMB consists of multiple departments that report directly up to our Chief Financial Officer. UMB’s CFO Administration team provides support in a multitude of areas and across all lines of business- whether its basic booking keeping of expenses or financial reporting, each role impacts the overall profitability and survivability of the company. The CFO Administration team is much more than just a finance team, it expands into our various lines of businesses. 

 

Each line of business within UMB has their own line finance team and within the line finance team there is a Senior Financial Analyst. The Senior Financial Analyst is the one who performs a variety of financial activities including budgeting, forecasting, building financial models, assisting with financial planning, performing research and analysis, preparing reports, and assisting with close processes. The Senior Financial Analyst provides financial analytics that influence our senior leadership to make informed strategic decisions that support the initiatives for their line of business. The Senior Financial analyst has a unique opportunity to network internally by working with a diverse group of business partners across all of UMB’s footprint. The role of a Senior Financial Analyst may be seen to some as just a support position in the background of the company, but in actuality they serve as a strong support in guiding our leadership to make decisions that impact the overall success of the company. 

 

Being a part of UMB is more than just being a part of a company, it’s being a part of a family, the UMB family. No matter where you go within the company, you will find people who won’t hesitate to help when a need arises. Associates are encouraged to bring new and different ideas to the table and we empower our associates to make decisions that impact the success of the company. UMB recognizes that our associates are the strong foundation that our company is built on.  

 

How you’ll spend your time:  

  • Interpersonal skills will be used to explain analyses to senior leadership that will influence their strategic decisions. 

  • Strong and detailed strategic analysis skills will be used to create and determine return on investments for a project or product, so that leadership can then determine the profitability or make effective modeling decision. 

  • Ability to navigate in Microsoft Excel and Microsoft Power Point so that raw data can be turned it into an informational and effective presentation or report that will be presented to senior leadership. 

 

We’re excited to talk with you if:  

  • Bachelor’s Degree in Finance, Accounting, Business Management (with emphasis in Accounting) OR related area OR equivalent work experience 

  • 3 years finance or related experience 

  • Experience with Oracle PeopleSoft Financial Management or Hyperion  

This position was posted on 07/31/2026. The application deadline for this position is 45 days from the posting date unless filled earlier.



Compensation Range:

$98,208 - $144,705

The posted compensation range on this listing represents UMB’s good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. Please see the description of benefits included with this job posting for additional information.

UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.

Are you ready to be part of something more?
You're more than a means to an end—a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.


UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to talentacquisition@umb.com to let us know the nature of your request.


If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.


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Marcus Rivera

Chief Revenue Officer

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