Corporate Financial Analyst

Columbia Bank • Lake Oswego, OR

3d • 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 related 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 and risks, recommends corrective actions where appropriate, and develops management reports that provide business unit managers and the financial services department with insight into performance and performance trends. Project output must be useful, timely, and meet expectations for quality, objectives, budget, and schedule.

The position requires effective working relationships with employees at all levels and may involve special projects that include highly confidential or sensitive information. The analyst is responsible for internal controls and compliance with applicable bank regulations, policies, procedures, and required training, including maintaining working knowledge of relevant Bank Secrecy Act, Regulation CC, Regulation E, and bank security policies and regulations. The role may include coaching, mentoring, or training others, and may involve occasional travel. The position is fully onsite at 5885 Meadows Road, Suite 400, Lake Oswego, OR 97035.

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 and complete assignments, sometimes on tight schedules.
• Developing analytical skills.
• Effective team player.
• Effective verbal and written communication skills.
• Ability to work fully onsite at the posted location.

Responsibilities

• Provide management and financial reporting and analyze business trends, results, and corporate financial information.
• 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 through production of financial results and analysis.
• Review financial trends to identify additional business opportunities or risks and recommend corrective actions as appropriate.
• Develop management reports for business unit managers and the financial services department that provide insight into performance and performance trends.
• Ensure project output is useful, timely, and meets expectations for quality, objectives, budget, and timeframes.
• Establish and maintain effective rapport with employees at all levels.
• Assist with special projects involving highly confidential or sensitive material and information.
• Perform internal control responsibilities and comply with applicable bank regulations, policies, procedures, and required training.
• Maintain working knowledge of applicable written policies and regulations, including those concerning the Bank Secrecy Act, Regulation CC, Regulation E, and Bank Security.
• Keep up to date on regulation changes.
• May coach, mentor, or train others and teach coursework as a subject matter expert.
• Demonstrate and foster Columbia's corporate culture, take personal initiative, and serve as a positive example.
• Perform other duties as assigned.

Benefits

• Medical, dental, and vision plans for eligible associates.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed