We are looking for

Sr Lead Financial Analyst

Apply REF: 057378

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 Summary

    Responsible for assisting manager in producing monthly unit profitability reporting on a fully allocated basis, as well as managing the budgeting and forecasting process for the IT Group for the bank. 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 IT Group.

    Essential Job Functions

    Monitors IT Group budget in accordance with established guidelines and practices. Supervises preparation of the monthly unit profitability reports.

    • Performs monthly review and evaluation of actual financial performance compared to budget and prior year for the IT Group. May partner with Divisions within the Business Unit in support of FP&A activities.
    • Supervises allocation of support and overhead expenses to all business units.
    • Ensures the integration of the budgeting and planning data and with general ledger for monthly reporting of actual against budget.
    • Supervises the development and maintenance of capital expenditure and salary planning templates that are integrated with the annual budgeting process.
    • 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.
    • Functions as key finance liaison for the Infrastructure and Operations area of IT.
    • Assists with the integration of initiatives and new entities into budgeting processes.
    • Provides training and guidance to less-experienced staff and internal customers.
    • 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.
    • Provide insights into reports and develop and provide high quality presentation to executives.
    • Responsible for working with business lines to understand their Key Performance Indicators (KPI’s) and to incorporate those drivers into the profitability analysis of the Bank.
    • Team with the business, development team and technology on an ongoing basis to enhance the efficiency, accuracy, and control of reporting process.
    • Performs other duties as assigned

    Other Job Duties

    • Functions as key finance liaison for the Infrastructure and Operations area of IT.
    • Assists with the integration of initiatives and new entities into budgeting processes.
    • Provides training and guidance to less-experienced staff and internal customers.
    • 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.
    • Provide insights into reports and develop and provide high quality presentation to executives.
    • Responsible for working with business lines to understand their Key Performance Indicators (KPI’s) and to incorporate those drivers into the profitability analysis of the Bank.
    • Team with the business, development team and technology on an ongoing basis to enhance the efficiency, accuracy, and control of reporting process.
    • 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.
    • Exposure to supporting Technology areas preferred
    • Requires 10 years minimum prior relevant experience.

    Education

    • Bachelor's Degree

    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.
    • 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 that requires an in-depth evaluation of variable factors. 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; Administrative/Technical Skills; Analyze and research Bank products and services knowledge; Compile Statistics; Compose letters/memos; Personal computer skills (good knowledge of Excel, Word, PowerPoint); Knowledge of Hyperion & Essbase a plus; Advanced time management and organizational leadership skills; Coordinating and leading effective meetings; 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 FranciscoJob Type: Full-timeJob: Accounting Finance Reference: 057378