The bank for a changing world

We are looking for

Sr FP&A Analyst




United States-California-San Ramon



Job function

Accounting Finance

Apply REF: 041615
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.

Position Summary

Responsible for supporting the corporate financial planning and analysis team with operations and analytics.  Performs a variety of complex duties including the collection and analysis of financial data from reports and various sources; performs statistical analyses.  Prepares materials for distribution to the board of directors and executive management committee.  Perform in-depth analysis and provide meaningful insights to senior leadership.

Essential Job Functions

1.    Prepares management reporting to internal consumers as well as board of directors.  Ensures meaningful and relevant information while guaranteeing data integrity and accuracy.

2.    Performs monthly review and evaluation of actual financial performance compared to budget 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.

3.    Assists in building the annual budget and the quarterly forecast for the LOB. Assists in improving and/or rebuilding the revenue and expense budget models

4.    Ensures the integration of the budgeting and planning data and with general ledger for monthly reporting of actual against budget.

5.    Periodically reviews and evaluates actual financial performance of the Bank's business units and performs variances analysis relative to plan.

6.    May assist in the  annual production of bank financials for goodwill assessment.

7.    Participates in system implementation and process improvement projects; e.g. implementation of planning and cost allocation modules of Oracle’s System 9 product (essbase).

8.    Researches relevant business developments in the organization and/or within the industry.

9.    Assists with the integration of acquired entities into the unit profitability reporting and budgeting processes.

10.  Proactively communicates with management and the parent company on potential reporting issues and proposes solutions and alternatives.

11.  Ensures the integration of the budgeting and planning data with the general ledger for monthly reporting of actual against budget.

12.  May plan, conduct and supervise long-term projects.

13. Performs other ad-hoc duties as assigned


Required Experience
  • Requires deep knowledge of job area typically obtained through advanced education combined with experience.
  • Typically viewed as a specialist within discipline.
  • May have broad knowledge of project management.
  • Requires 7 years minimum prior relevant experience.

  • Bachelor's Degree

  • Thorough knowledge of U.S.
  • GAAP; some knowledge of international accounting standards; regulatory topics such as capital issues and GAAP accounting issues as they relate to the banking industry.
  • Thorough knowledge of financial and cost accounting, financial analysis, and principles of economics.
  • Thorough knowledge of financial institution balance sheet and profit and loss analysis techniques.
  • Experience presenting financial results, budgets and financial recommendations to senior management.
  • Thorough understanding of regulatory topics such as capital issues and GAAP accounting issues as they relate to the banking industry.

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 Ramon Job Type: Full-time Job: Accounting Finance