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Sr Financial Analyst - Wealth Management Group

Postuler REF: 059004

At Bank of the West, our people are having a positive impact on the world. We’re investing where we feel we can make the most impact, like advancing diversity and women entrepreneurship programs, financing for more small businesses, and promoting programs for sustainable energy. From our locations across the U.S., Bank of the West is taking action to help protect the planet, improve people’s lives, and strengthen communities. We are part of BNP Paribas, a global leader supporting the UN Sustainable Development Goals (SDGs). Yes, we’re a bank, but as the bank for a changing world, we are continually seeking to improve the ways we help our customers, while contributing to more sustainable and equitable growth.

Job Description Summary


Responsible for supporting the Corporate Financial Client Services Team (CST) with operations and analytics. Performs a variety of complex duties including the collection and analysis of financial data from reports and various sources; performs statistical analyses. Prepares materials for distribution to the board of directors and executive management committee. Perform in-depth analysis and provide meaningful insights to senior leadership.  

Integral position responsible for providing management reporting and analysis to key stakeholders within the bank with a focus on Wealth Management Group (WMG).  Ensures meaningful and relevant information while guaranteeing data integrity and accuracy. Drives the CST feedback loop taking into consideration actuals, planning, reporting, analysis and improved assumptions for executive management decision making.  A successful candidate in this position will bring creativity and insight to executive level presentations. 

Essential Job Functions

  • Provide formal linkage between Corporate Finance, Shared Services Support Functions and Consumer Banking business leaders with a focus on Wealth Management Group (WMG).
  • Prepare management reporting to key business units and finance leaders.  Ensure meaningful and relevant information while guaranteeing data integrity, accuracy, and efficiency.
  • Drive the review of WMG monthly results, comparing forecast, budget, and prior period results.  Identify and research anomalies and trends in data that require investigation, including formal tracking of one-off items.
  • Full ownership of planning and reporting models, including efficiency enhancements as well as proactive creation/update of reporting for additional clarity.
  • Provide strategic insight and analysis of WMG performance, including the performance of individual sub-groups, communicating potential issues with proposed solutions and alternatives.
  • Lead preparation, review, and presentation of WMG annual expense, quarterly forecasts and intra-month outlook to business and finance leaders.
  • Work with business owners to understand their Key Performance Indicators (KPI’s) and to incorporate those drivers into the profitability analysis for the Division.
  • Ensure completeness and accuracy of any required group-to-group budget transfers.
  • Partner with accounting team to ensure completeness and accuracy of accrual entries and management accounting adjustments for WMG.
  • Responsible for entire expense allocation review, drivers and metrics as related to WMG.
  • Assist with modeling, integration, and tracking of new initiatives and/or business cases.
  • Full ownership of ad-hoc projects or analysis with a focus on end-to-end development and expectation of rapid response to executives.
  • Possess excellent verbal and written communication skills and the ability to interact professionally with a diverse group, executives, managers, and subject matter experts.
  • Perform other duties as assigned.

Required Experience

  • Requires deep knowledge of job area typically obtained through advanced education combined with experience.
  • Typically viewed as a specialist within discipline.
  • May have broad knowledge of project management.
  • Requires 7 years minimum prior relevant experience.

Education

  • Bachelor's Degree
  • Master’s Degree Preferred

Skills

  •  Complete knowledge of financial analysis and principles of economics of financial and cost accounting
  • Complete knowledge of financial institution balance sheet, profit and loss and analysis techniques
  • Working knowledge of GAAP accounting issues as they relate to the banking industry
  • Knowledge of Hyperion & Essbase a plus
  • Must have excellent verbal and written communication skills and the ability to interact professionally with a diverse group, executives, managers, and subject matter experts
  • Excellent Power Point presentation ability required
  • Exercises judgment in selecting methods, techniques and evaluation criteria for obtaining results and analysis
  • Demonstrated ability to develop solutions to highly complex and diverse analytical problems which requires an in-depth evaluation of variable factor
  • Time Management and organizational leadership skills
  • Ability to work effectively with diverse teams
  • Skill coordinating and leading effective meetings
  • Ability to problem solve and prioritize tasks in a fast paced environment
  • Strong professional communication and presentation skills.

Required Experience

  • Requires deep knowledge of job area typically obtained through advanced education combined with experience.
  • Typically viewed as a specialist within discipline.
  • May have broad knowledge of project management.
  • Requires 7 years minimum prior relevant experience.


Equal Employment Opportunity Policy



Bank of the West is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law. Bank of the West is also an Affirmative Action employer - Minority / Female / Disabled / Veteran.

Bank of the West will consider for employment qualified applicants with criminal histories pursuant to the San Francisco Fair Chance Ordinance subject to the requirements of all state and federal laws and regulations.
Primary Location: United States-California-San RamonJob Type: Full-timeJob: Accounting Finance Reference: 059004