Corporate Financial Analyst

Columbia Bank•Lake Oswego, OR

1d•$60,000 - $110,000•Onsite

About The Position

A corporate financial analyst II is responsible for management and financial reporting, analysis of business trends and results, corporate financial analysis and other duties as assigned. This role involves assisting the finance manager and other analysts with models forecasting business line results, new product proposals, mergers and acquisitions, capital and long term planning, and other ad hoc analyses requested by senior/executive management. The analyst will independently develop forecasting and business models, review financial trends to identify business opportunities or risks, and make recommendations for corrective actions. They will develop management reports for business unit managers and the financial services department, providing insight into performance and trends, and offer training and consultation on management information systems. A thorough understanding of the corporate data warehouse and reporting methods is essential. The role also includes developing and maintaining executive- and board-level presentations, ensuring project output meets quality, objective, budget, and timeframe expectations, and establishing effective rapport with employees at all levels. The analyst will create clear and accurate presentations for senior management and the board of directors, highlighting financial plans, results, and trends. They may also handle confidential and sensitive material in special projects. All employees are responsible for internal controls and must demonstrate compliance with all bank regulations, policies, procedures, and complete required training. This role may involve coaching, mentoring, or training others as a subject matter expert and actively fostering the Columbia corporate culture.

Requirements

3 years — of experience in an analytical role (Required)
Skills in spreadsheet preparation, word processing, presentation, and database management and reporting software
Organizational and project management skills
Ability to work effectively in a team environment as well as accomplish work assignments and sometimes tight schedules
Developing analytical skills
Effective team player
Effective verbal and written communication skills

Nice To Haves

Occasional travel

Responsibilities

Assist the finance manager and other analysts with models forecasting business line results, new product proposals, mergers and acquisitions, capital and long term planning, and other ad hoc analyses requested by senior/executive management
Independently develop forecasting and business models to support business line and financial management requests
Review financial trends to determine additional business opportunities or risks
Make recommendations for corrective actions as necessary and appropriate
Develop management reports for business unit managers and the financial services department providing insight into performance and performance trends.
Provide training and consultation regarding management information systems to users
Maintain a detailed and thorough understanding of the corporate data warehouse and methods for accurately reporting management and financial information
Develop and maintain executive- and board-level presentations
Ensure that project output is useful, timely, and acceptable in order to meet needs and expectations for quality, project objectives, budget, and timeframes
Establish and maintain effective rapport with all levels of employees
With and without Finance Manager assistance, create clear and accurate presentations for senior management and the board of directors highlighting financial plans, results, and trends
May assist in special projects requiring handling of highly confidential and sensitive material and information
Other responsibilities as assigned
Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities
Keeps up to date on regulation changes.
Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.
May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words.
Takes personal initiative and is a positive example for others to emulate.
Embraces our vision to become “Business Bank of Choice”
May perform other duties as assigned.

Benefits

Comprehensive healthcare coverage (medical, dental, and vision plans)
401(k)-retirement savings plan with employer match for qualifying associate contributions
Employee assistance program
Life insurance
Disability insurance
Tuition assistance
Mental health resources
Identity theft protection
Legal support
Auto and home insurance
Pet insurance
Access to an online discount marketplace
Paid vacation
Sick days
Volunteer days
Holidays