UMB Bank Financial Analyst Sr in Kansas City, Missouri

Duties and Responsibilities:

Partner with direct reports to Line of Business Leaders to assist them with understanding their business unit financials.

  • Create financial reporting & business analysis identifying and using key business drivers

  • Review daily and monthly financials for variance explanation and correction, identify trends vs. single events in the numbers, coach team members in how to research variances

  • Perform profitability analysis, scenario testing, and assist with the coordination of forecasting, budgeting, and strategic planning linking financial plans to the strategy considering the client portfolio, human resources and technology plans

  • Perform monthly tasks including but not limited to business unit allocations, general ledger postings and corrections, accruals, and adjustments

  • Identify key business areas to drive growth or cost saving opportunities

  • May calculate and administer the payments of incentive plans

  • Interact with Line of Business Partners as needed to complete analysis and reporting

  • Other duties as assigned

Culture of Diversity and Inclusion: We are committed to building a strong UMB by hiring talented, high-performing associates with diverse backgrounds. Maybe you simply want to work at a company where you have a voice and an opportunity to share your unique ideas.

Please visit us at to view a list of all available opportunities. UMB is an Equal Opportunity Employer. Principals only. No 3rd parties or agencies, please.

Minimum Knowledge and Skills:

  • Demonstrates advanced proficiency in Excel

  • Advanced knowledge of finance & accounting principles

  • Demonstrates decision making, analytical & problem solving skills

  • Demonstrates strong verbal, written and interpersonal skills

  • Demonstrates time management & organizational skills, with the ability to handle multiple priorities

  • Demonstrates attention to detail

Minimum Requirements:

  • Bachelor's Degree in Finance, Acctg, Business Mgmt (with emphasis in Acctg) OR related area OR equivalent work experience

  • 3 years finance or related experience

  • Experience with Oracle PeopleSoft Financial Management or Hyperion


We strive to deliver the unparalleled customer experience, and show customers they can count on more from UMB. The same is true for our associates. You can count on more benefits, more training, more support, and more opportunity!

What you'll get:

Unique Benefit Programs : We offer a great benefits package including several unique programs like an incentive-based wellness program, parental leave, adoption assistance and health care for you, your spouse or domestic partner, your dependents and even your pets!!

Community Involvement: Giving back is a big part of who we are! We support several great causes throughout the UMB footprint. We even offer Volunteer Time Off, which allows associates to dedicate 16 hours a year to a worthy cause of their choice.

Preferred Knowledge and Skills:

  • Knowledge of PeopleSoft and/or Hyperion

  • Leadership and coaching skills

  • Demonstrates ability to think strategically

Professional Development: We provide our associates with the tools they need to support their career goals - including training, tuition reimbursement and career guidance.

Preferred Requirements:

  • 5 years finance or related experience

  • MBA or related Master's degree

  • CMA/CPA certification

Work Schedule:

Monday-Friday: 8:00am-5:00pm

Division Name:

Chief Financial Officer


Accounting and Finance

Job Title:

Financial Analyst II

Requisition Number:



906 Grand Blvd

Postal Code:



Kansas City


Full Time