Financial Analyst

Customers Bank • Hillsborough Township, NJ

42d

About The Position

Customers Bank (“Bank”) has an immediate opening for a Financial Analyst in the Mortgage Warehouse division. The individual is responsible for financial planning and analysis, budgeting, monthly financial forecasts, financial modeling, financial analysis, and ad hoc analysis and reporting. The individual will be responsible for completing end-of-day close out and reporting as well as assisting on the monthly forecast and balance sheet and income statement annual plan. You will also complete monthly and ad-hoc forecast reporting, partner with finance and accounting, and complete various analysis. This role will have regular interaction with management and financial team liaisons.

Requirements

• Bachelor’s degree preferably in finance, mathematics or economics.
• 1-5 years of financial or business analyst experience.
• Strong academic credentials.
• Must be legally eligible to work in the United States without sponsorship, now or in the future, to be considered.
• Ability to understand and analyze a financial institution balance sheet, income statement, and capital.
• Strong analytical, financial modeling and problem-solving skills
• Ability to collaborate and effectively communicate with key stakeholders, cross-functional partners and senior leadership.
• Strong work ethic and self-initiative, with the demonstrated ability to meet demanding deadlines in a fast-paced and changing work environment.
• Willingness to embrace unstructured environments and manipulate large data sets.
• Solid organization skills and the ability to manage multiple and competing priorities while achieving superior results.
• Strong attention to detail.
• The ability to communicate clearly, both verbally and in writing, within the organization and externally.
• Commitment to exemplifying the highest integrity and professional business standards, while exercising the utmost discretion in managing sensitive information.
• Strong interpersonal skills with the ability to work independently and as part of a team.
• Ability to work with the Microsoft Suite and learn/work with other Customers Bank’s applications.

Nice To Haves

• Experience in banking desired, but not necessary.
• Experience supporting financial services industry a strong plus.
• Familiarity of banking products and processes desired.
• Experience with FP&A systems (experience of Essbase and Workday a plus)
• Experience with Power BI desired
• Experience utilizing various AI platforms desired
• Experience with Microsoft Access databases desired

Responsibilities

• Participate in the annual planning process and monthly forecasts which involves financial modeling, coordinating, and preparing management presentations.
• Perform financial modeling of strategic and business inputs.
• Provide in-depth line of business plan and monthly forecasting support and analysis, for completion of the annual plan, monthly forecast, and the three-year strategic plan.
• Analysis of income and operating expenses to understand trends, address line of business requests and perform variance analysis.
• Complete management financial reporting including dashboards, monthly business reviews, profitability reports and other reports as necessary.
• Enhance controls and streamline processes, introducing automation and clarity throughout business line.
• Review and identify inconsistencies and/or issues within the business unit’s forecast and make the appropriate changes in the model and reports.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 501-1,000 employees