Financial Analyst III

City National Bank • Los Angeles, CA

21h • $78,970 - $126,140

About The Position

Works with Manager of Budgeting and Analysis to perform annual budgeting monthly financial performance analysis, quarterly financial forecasting, cost/profitability studies, acquisition analysis and special projects; assists in providing financial analysis and planning support to the line and staff organizations.

Requirements

• Bachelor's Degree or equivalent
• Minimum of 3 - 5 years of financial analysis experience required.
• Minimum of 3 years advanced Excel experience including minimum of 1 year complex formula/function development, writing macros in VBA, and utilizing PivotTables and other methods to manipulate large datasets.
• Minimum of 2 years of experience working in Microsoft Office
• Ability to accurately, thoroughly and efficiently handle/analyze a high data volume; organize analyzed data into simple, complete and concise presentation formats; envision the global issue, separate symptoms from causes, research thoroughly; weigh costs/benefits and derive sound conclusions.
• Ability to perform financial and economic analyses at a macro and micro level and effectively explain cause and effect
• Ability to analyze large amounts of data from disparate sources and formulate a supportable conclusion
• Ability to prioritize tasks and handle multiple projects at the same time, working under tight deadlines.
• Effective verbal/written communication skills to interact with all levels of Bank personnel and strong analytical skills required.
• Applies advanced skills to the position.
• Adapts procedures, processes and techniques to accomplish the requirements of the position.
• Duties and tasks reflect substantial variety and complexity.
• May serve as a resource to others in the resolution of complex problems and issues.
• Must be able to think through complex problems and develop solutions
• Relies on experience and judgment to plan and accomplish assigned tasks and goals.
• Must be able to work independently and in teams.

Nice To Haves

• Experience with MS Access, ODBC, Report Writers, GL Systems, Query Tools (Brio, Business Objects, etc.), Data Manipulation/Compilation. VBA experience a plus.

Responsibilities

• Responsible for the Budgeting/Forecasting Model’s system maintenance and enhancement.
• Works with the Manager and/or other analysts to maintain, enhance and produce the Funds Transfer Pricing (FTP) and Monthly Operating Performance Reporting.
• Works with the Manager and/or other analysts to conduct financial analysis and problem solving in the performance reporting and transfer pricing.
• Works with the Manager and/or other analysts to coordinate, consolidate and analyze the annual budget and quarterly forecast.
• Provides financial analysis and planning support to the line/staff groups. Assists in performing acquisition analysis. Works with the Manager on special projects as needed.
• Maintains a proactive commitment to established Bank programs, such as CustomerFirst, Community Reinvestment Act (CRA) and Equal Employment Opportunity.

Benefits

• Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
• Generous 401(k) company matching contribution
• Career Development through Tuition Reimbursement and other internal upskilling and training resources
• Valued Time Away benefits including vacation, sick and volunteer time
• Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
• Career Mobility support from a dedicated recruitment team
• Colleague Resource Groups to support networking and community engagement

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1,001-5,000 employees