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.
*No sponsorship is offered at this time
Responsible to provide strategic analysis support to Division's within the
operating Group. This position will be involved in various complex business
intelligence projects, such as preparing and analyzing key performance metrics,
sales pipeline, sales forecasts, client profitability, and product cross-sell
results. This position will assists in preparing economic/financial research
and analysis for use in the development of business strategies and tactics.
Research including market studies, industry studies, bench-marking as well as
Essential Job Functions
for the preparation and analysis of Monthly and Quarterly reporting
deliverables. Coordinates with Divisional resources in securing data for
reports (e.g. profitability reports, trend analysis, vintage analysis,
sensitivity analysis, Pipeline Reporting, RM scorecards, key performance
indicators -relationship volume, cross-sells, product penetration rates).
Performance tracking is at the Division, Cost Center, and producer
in the development of tools used to monitor group's strategic initiatives
progress. Creating new report templates, new SharePoint sites, and data
support assistance to field staff on systems and reports. Uses feedback
from internal make recommendations to management on process and/or
in the development of presentations to Division management and line
personnel. Also serves as point of contact for questions related to CBG
planning for complex analysis requests.
other duties as assigned.
advanced knowledge of job area typically obtained through advanced
education combined with experience.
have practical knowledge of project management.
5 years minimum prior relevant experience.
Degree Finance or Accounting Related Degree
in Tableau including the creation of LOD calculations, data blending,
visualizations, dashboards and stories
in MS Office
level of skill with SQL
written and verbal communications skills
to perform needs analysis and provide input into solutions.
Primary Location: United States-California-San RamonJob Type: Full-timeJob: Accounting Finance