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Financial Analyst

Regal Executive Search
Full-time
On-site
San Francisco, California, United States

Company Description

Responsible for providing financial analysis in support of the bank's financial planning and capital budgeting process, business unit profitability, product profitability, product pricing and business metrics.

 

Performs a variety of highly complex and diverse analytical duties including the collection and analysis of financial data from reports and various sources; performs statistical analyses.

 

Serves as a consultant to management.

 

May act in a lead capacity.

 

Job Description

1. Analyzes proposed plans including pricing, products, programs, and investments to determine costs and profit; analyzes results of proposals implemented.

2. Conducts research and complex studies involving financial analysis, strategic planning, and cost allocations. Prepares management reports and makes presentations on study results.

3. Prepares the evaluation of vendor pricing methods and pricing alternatives.

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

5. Analyzes and interprets financial data and compiles statistical reports on current financial developments, business metrics, financial policies and plans, and significant organization developments.

6. Assists in the development and implementation of customer and product profitability in conjunction with various other units.

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

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

 

 

Qualifications

Required Education or Equivalent Experience

 

- CPA is required

- Bachelor's Degree in required

- Master's/Advanced Degree preferred

 

Required Experience

 

- Seven to ten years of experience in banking/financial services industry preferred;

- Six to eight years of financial analysis experience

 

Administrative/Technical Skills/ Other Information

 

- 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

- Thorough understanding of regulatory issues such as capital issues and GAAP accounting issues as they relate to the banking industry

- Thorough understanding and application of principles, standards, industry practices, techniques and concepts, as well as contributing to the development of new concepts, techniques and standards

- Exercises judgment in selecting methods, techniques and evaluation criteria for obtaining results

- Demonstrated ability to develop solutions to highly complex and diverse analytical problems which requires an in-depth evaluation of variable factors

 

Level Supervised

 

- May act in a lead capacity/instructional role for employees; May lead employees on projects

 

 

Additional Information

We are an equal opportunity, drug-free employer committed to diversity in the workplace.


We are proud to be an “Equal Opportunity Employer” that encourages minorities, females, veterans and those with disabilities to apply. 


Please send your resume in word format and salary needs for an immediate interview.