The bank for a changing world

We are looking for

Sr Financial Analyst

Apply REF: 049568
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.

Sr. Financial Analyst  - Retail Banking Group

Position Summary

Integral position responsible for providing management reporting and analysis to key stakeholders within the bank with a focus on Branch Network and Operations.  Ensures meaningful and relevant information while guaranteeing data integrity and accuracy. Drives the FP&A 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.  The candidate will provide direct support to the group SVP as it pertains to the following:

Essential Job Functions

1.    Provide formal linkage between Corporate Finance, Shared Services Support Functions and Retail Banking Group business leaders with a focus on Branch Network and Operations

2.    Management reporting to key business units and finance leaders.  Ensure meaningful and relevant information while guaranteeing data integrity, accuracy, and efficiency

3.    Drive the review of division’s monthly results, comparing forecast, budget, and prior period results.  Identify and research anomalies and trends in data that require investigation.  Formal tracking of one-off items

4.    Provide strategic insight and analysis of the Retail Banking Group performance, including the performance of individual sub-groups, communicating potential issues with proposed solutions and alternatives

5.    Lead preparation, review, and presentation of divisional budget and quarterly forecasts to business and finance leaders

6.    Work with business owners to understand their Key Performance Indicators (KPI’s) and to incorporate those drivers into the profitability analysis for the Division

7.    Ensure completeness and accuracy of any required group-to-group budget transfers

8.    Partner with accounting team to ensure completeness and accuracy of accrual entries and management accounting adjustments for Retail Banking Group

9.    Manage any alternate reporting hierarchies and required reconciliations

10.  Assist with modeling, integration, and tracking of new initiatives and/or business cases

11.  Full ownership of ad-hoc projects or analysis with a focus on end-to-end development

12.  Must have excellent verbal and written communication skills and the ability to interact professionally with a diverse group, executives, managers, and subject matter experts

13.  Perform other duties as assigned


  •          Bachelor’s Degree- Required
  •          Master’s Degree- Preferred
  •          Required License(s) or Certifications in CPA- Preferred
  •          Requires deep knowledge of job area typically obtained through  advanced education combined with experience. Typically viewed as having as a specialist within discipline. May have broad knowledge of project management.
  •       Requires 7 years minimum prior relevant experience.
  •      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

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: 049568