Corporate Financial Analyst

Columbia Bank•Lake Oswego, OR

5d•$60,000 - $75,000•Onsite

About The Position

The Corporate Financial Analyst is responsible for management and financial reporting, analysis of business trends and results, corporate financial analysis, and other assigned duties. The role supports line-of-business management with reporting, analysis, forecasting, budgeting, and planning, and assists the finance manager and other analysts with forecasting, new product proposals, long-term planning, and ad hoc analyses requested by senior or executive management. The analyst supports capital stress testing, pricing committees, and the Asset-Liability Committee by helping produce financial results and analysis. The role reviews financial trends to identify business opportunities or risks, recommends corrective actions as appropriate, and develops management reports that provide business unit managers and the financial services department with insight into performance and performance trends. Project output should be useful, timely, and meet expectations for quality, objectives, budget, and schedule. The position requires effective relationships with employees at all levels and may involve special projects containing highly confidential or sensitive information. The analyst is responsible for internal controls within assigned duties, compliance with applicable bank regulations and policies, completing required training, and maintaining working knowledge of applicable written policies and procedures. The employee may also coach, mentor, train others, or teach coursework as a subject matter expert, and is expected to demonstrate and foster Columbia’s corporate culture and vision. The role is fully onsite at the posted location in Lake Oswego, Oregon. Occasional travel may be required. The pay range is $60,000–$75,000; the selected candidate’s pay depends on factors including job-related knowledge, skills, experience, education, and geographic location. The role may be eligible for performance-based incentive compensation.

Requirements

At least 3 years of experience in an analytical role.
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 while completing assignments, sometimes on tight schedules.
Developing analytical skills.
Effective team player.
Effective verbal and written communication skills.

Responsibilities

Support line-of-business management with reporting, analysis, forecasting, budgeting, and planning.
Assist the finance manager and other analysts with forecasting, new product proposals, long-term planning, and ad hoc analyses requested by senior or executive management.
Support capital stress testing, pricing committees, and the Asset-Liability Committee by assisting in the production of financial results and analysis.
Review financial trends to identify additional business opportunities or risks.
Recommend 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.
Ensure project output is useful, timely, and acceptable in quality and meets project objectives, budget, and timeframes.
Establish and maintain effective rapport with employees at all levels.
Assist with special projects that may involve highly confidential and sensitive materials or information.
Fulfill internal control responsibilities for assigned duties.
Comply with applicable bank regulations, policies, procedures, and required annual or job-specific training; keep up to date on regulation changes.
Maintain working knowledge of written bank policies and procedures regarding the Bank Secrecy Act, Regulation CC, Regulation E, Bank Security, and other applicable regulations.
Coach, mentor, or train others and teach coursework as a subject matter expert when asked.
Demonstrate and foster Columbia’s corporate culture, take personal initiative, and serve as a positive example.
Perform other duties as assigned.

Benefits

Eligible associates can receive comprehensive healthcare coverage, including 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, and holidays.
The role may be eligible for performance-based incentive compensation.