Financial Analyst III - Institutional Client Services

at M & T Bank in Wilmington, Delaware, United States

Job Description


Business Line Finance acts as a strategic partner that provides objective, independent facts to business leaders, collaborating with and empowering them to drive results.

As a Financial Analyst III , you will perform financial analysis activities that support the Institutional Client Services division. You will also provide financial updates & reporting to senior management.

Primary Responsibilities:

+ Prepare and present segment results for / to business unit partners.

+ Work with business unit partners to understand their financial analysis needs and prepare both standardized and ad hoc analysis of proposed initiatives.

+ Work with business unit partners to develop financial forecasts and to set expectations for future performance

+ Conduct independent research and analytical projects involving financial modeling/forecasting to provide senior management with definitive financial trend data and advice for their use in setting and realizing strategic objectives. Assist with the design of projects and may lead projects of moderate scope.

+ Ensure success through shared responsibility of team workload to achieve department/project objectives (volume, quality, timeliness of end results)

+ Perform detailed, interpretative financial analysis utilizing complex financial tools to demonstrate scenarios/activities. Build and maintain forecasting models/tools; work in collaboration with business groups to provide insightful analysis. Play a role in cross functional efforts, teams, leveraging resources and relationships across the Bank to further team of project goals.

+ Create & maintain documentation of assigned tasks/processes.

+ Evaluates situations using multiple sources of information and suggests insightful conclusions.

+ Display strong proficiency in the systems/tools used to generate standard financial reports on a periodic basis.

+ Demonstrate an advanced knowledge of finance and accounting concepts through the aggregation of financial data.

+ Display strong understanding of M&T’s or similar company’s financial statements; including awareness of key drivers/trends in major Balance Sheet and Income Statement line items.

+ Participate in training and development opportunities across Finance and the Bank.

+ Understand, adhere, and contribute to improvement / timeliness of deliverables and process efficiency.

+ Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite. Identify risk-related issues needing escalation to management.

+ Promote an environment that supports diversity and reflects the M&T Bank brand.

+ Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.

+ Complete other related duties as assigned.

Education and Experience Required:

+ Bachelor’s degree and a minimum of 3 years’ experience OR Associate’s degree and a minimum of 5 years’ experience in accounting auditing, or financial institutions

+ General understanding of concepts and principles in finance and accounting

+ Intermediate knowledge of financial modeling and of Microsoft Excel, Word and Power-point applications

Education and Experience Preferred:

+ Bachelor’s degree in Finance or Accounting

+ Financial Services Industry experience

+ Experience supporting a revenue generating area preferred

+ Advanced degree or certification (i.e. MBA, CPA, CFA, etc.)


Wilmington, Delaware, United States of America

At M&T Bank, we make a difference in people’s lives. For more than 160 years, we’ve been providing our customers with guidance and financial solutions, leading our communities through challenges and growth opportunities, and empowering our employees to build purpose-driven careers.
Our talent and culture set us apart. Our core values drive the work we do – integrity, ownership, collaboration, curiosity, candor. We seek to further build upon our record of success by bringing in diverse talents and fresh skill sets while supporting the growth and development of all team members. At M&T, we are a talent and people driven organization. Take a peek inside M&T’s Human Capital Report to learn how it feels to be one of our 17,000+ employees.
We are constantly renewing. Our future success relies on our ability to understand what’s important to our customers and use that understanding to build new and innovative customer experiences.
We support our employees every step of the way.

Competitive compensation
- Full medical & dental benefits, Heath Savings & Flexible Spending Accounts, and life/disability insurance
- Generous paid time off (PTO) plus 11 paid holidays and an option to buy additional PTO
- 401(k) match at 5% with options for Roth and discretionary employer contributions
- A deep commitment to equity, including 14 resource group charters, a D&I sponsorship program, 40 annual paid volunteer hours and more
- Various options for tuition assistance, paid parental leave, stock purchase, wellness and employee discounts

We need you. Are you ready to join us? Apply today to start the journey.
If you are unable to apply through this site due to technical issues, please contact us at for assistance.
M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.
M&T Bank Corporation has policies and procedures in place to promote a drug free workplace.

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Job Posting: JC192716257

Posted On: Sep 18, 2021

Updated On: Dec 06, 2021