Corporate Financial Analyst

Columbia Bank•Lake Oswego, OR

1d•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. 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. All employees are responsible for internal controls in the performance of their assigned duties. Internal control responsibilities are established in various policies, procedures, and documents, including the Code of Conduct. Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. 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.

Requirements

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 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

Management and financial reporting
Analysis of business trends and results
Corporate financial analysis
Assist with models forecasting business line results, new product proposals, mergers and acquisitions, capital and long term planning, and other ad hoc analyses
Develop forecasting and business models
Review financial trends to determine additional business opportunities or risks
Make recommendations for corrective actions
Develop management reports for business unit managers and the financial services department
Provide training and consultation regarding management information systems
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
Establish and maintain effective rapport with all levels of employees
Create clear and accurate presentations for senior management and the board of directors
Assist in special projects requiring handling of highly confidential and sensitive material and information
Other responsibilities as assigned
Responsible for internal controls in the performance of their assigned duties
Demonstrates compliance with all bank regulations for assigned job function
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
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”

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