The bank for a changing world

We are looking for

Business Intelligence Analyst




United States-California-San Francisco



Job function

Accounting Finance

Apply REF: 039941
What sets Bank of the West apart from other banks is our team members–they embody the optimistic spirit of the West. There is a spirit here that drives us to do more. Our team of more than 10,000 employees is vital to the success of our Bank. They reflect our modern western values—straightforward, entrepreneurial and optimistic. We seek to create a corporate culture that fosters and rewards excellence, encourages creative thinking and respects diversity – an environment where team members are engaged, supportive of one another and enthusiastic about serving our customers. Bank of the West offers the stability of a company that has a 135 year history and is part of BNP Paribas, a European leader in global banking and financial services and one of the 6 strongest banks in the world. We offer opportunities across our diverse business lines – Retail Banking, Commercial Banking, National Finance, and Wealth Management.

Job Description Summary

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 modeling scenarios.

Essential Job Functions
  • Responsible 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 (Relationship Manager).
  • Collaborates with subject matter experts to extract, filter, and aggregate data using logical queries and basic programming. Provides guidance in constructing data metrics, statistics, and analyses. Ensures quality reports such as trend analysis is provided through data analyses techniques and presentation materials are generated into established templates and style guides.
  • Provide support assistance to field staff on systems and reports. Uses feedback from internal make recommendations to management on process and/or reporting improvements.
Other Job Duties
  • Assists in the development of presentations to Division management and line personnel. Also serves as point of contact for questions related to CBG reports.
  • Project planning for complex analysis requests.
  • Performs other duties as assigned.

“While Bank of the West considers all applicants, we will not sponsor candidates for work visas at this time.”

Required Experience
  • Requires advanced knowledge of job area typically obtained through advanced education combined with experience.
  • May have practical knowledge of project management.
  • Requires 3-5+ years minimum prior relevant experience.

  • Bachelor's Degree in Finance, Accounting or a related field. 

  • Proficient in MS Office - Especially Excel and Access
  • Advanced knowledge in SQL preferred; experience with Tableau a plus
  • Excellent management and control of work flows to produce deliverables within required timeframes and quality standards.
  • Excellent knowledge of project management and Microsoft Office tools.
  • Understanding of style guides and editorial process.
  • Strong verbal and written communication skills.
  • Good inter-personal and partnering skills to facilitate effective working relationships.
  • Basic understanding of financial industry, risk management, and/or corporate security.
  • Keen eye for design and understanding of layout flows and infographics.
  • Ability to adjust to rapidly changing security environment and prioritize deliverables.
  • Ability to condense information and transform technical data into easily understandable concepts.
  • Strong leadership 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 Francisco Job Type: Full-time Job: Accounting Finance
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