The bank for a changing world

We are looking for

Sr Financial Analyst

Apply REF: 047100

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 assisting FP&A manager in producing monthly and quarterly forecast, annual budgeting process, operating plan variance analysis and special projects . This includes the annual expense and capital budget process, the monthly reporting and monitoring of the actual and budget results and capital expenditures, and monthly forecasting for the total bank.

Essential Job Functions

  • Assist in continued development of Budgeting, Financial Forecasting, and Operating Plans.
  • Supervises preparation of the monthly  and quarterly financial reports, monitors key drivers of financial performance, highlighting trends and analyzing causes of unexpected variances
  • Performs monthly review and evaluation of actual financial performance compared to annual budget, quarterly forecast, and prior year of the total bank and individual business units. May partner with Divisions within the Business Unit in support of FP&A activities.
  • Analyze complex financial information and reports to provide accurate and timely financial recommendations to management for decision making purposes
  • Supporting Senior Management Team and Departments heads with in-depth analysis
  • Prepare presentations to Board of Directors and Senior Management Team
  • Implements and manages phases of the annual budgeting process assuring accuracy of communications to all affected Division/Department Heads.
  • Leads or participates in system implementation and process improvement projects; e.g. implementation of planning and cost allocation modules of Oracle’s System 9 product (essbase)
  • Ad-Hoc reporting and analysis

Other Job Duties

  • Assists with the integration of acquired entities into the unit profitability reporting and budgeting processes.
  • Ad-Hoc reporting and analysis
  • Performs other duties as assigned

Required Experience

  • Requires mastery level knowledge of job area typically obtained through advanced education combined with experience. May have deep knowledge of project management.
  • Requires 8+ years minimum prior relevant experience.


Bachelor's Degree required; Master’s Degree is a plus

  • Complete knowledge of financial analysis and principles of economics of financial and cost accounting.
  • Working knowledge of funds transfer pricing principles.
  • 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.
  • Five + years of experience in banking/financial services industry preferred Proven 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 Ability to work effectively with diverse teams, executives, managers and subject matter experts.
  • Ability to problem solve and prioritize tasks in a fast paced environment
  • Advanced Microsoft Excel and PowerPoint skills; ; Knowledge of Hyperion & Essbase a plus
  • Strong professional communication and presentation skills Identify and challenge any inconsistent assumptions Coordinate monthly production calendar for corporate and business partners
  • Perform other duties as assigned.

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