About The Position

Zions Bancorporation is seeking a Financial Analyst to join the Financial Planning & Analysis (FP&A) team. This role will work an in-office schedule in downtown Salt Lake City, Utah or Houston, Texas. The FP&A team is a key partner to executive and business line leaders, enabling informed, data-driven decisions for sustainable financial performance and enhanced shareholder value. The Corporate FP&A team specifically focuses on internal executive reporting, planning, and ad hoc executive analytical requests. This position offers significant exposure to executive management and insight into the company's financial results. A strong aptitude for automation and process improvement is essential to streamline routine tasks and concentrate on high-value analysis.

Requirements

  • Advanced Excel skills required, including concepts such as INDEX-MATCH, XLOOKUP, TEXT, INDIRECT, array formulas, pivot tables with calculated fields, named objects and basic VBA
  • 2-4 years of related work experience required
  • Bachelor’s degree in a related or quantitative discipline (finance, economics, math, etc.) is preferred

Nice To Haves

  • Experience using Hyperion for reporting, planning and ad hoc analysis is preferred
  • Familiarity with bank products and bank financial statements is preferred
  • Some familiarity with the banking capital regulatory environment is a plus
  • A desire and an ability to find ways to continually improve processes and drive efficiency
  • Ability to handle periodic tight deadlines and occasional extra workload
  • Ability to contend with competing demands and occasionally changing requirements
  • Experience using SQL to query and manipulate large datasets is a plus
  • Experience using SAP Business Objects is a plus
  • Additional experience beyond 2-4 years is preferred
  • Master’s degree in a related or quantitative discipline may substitute for experience

Responsibilities

  • Create executive and board-level presentations explaining key financial trends
  • Produce monthly financial reporting for an executive audience
  • Contribute to annual planning and quarterly forecasting processes, owning the timeline for all groups within the bank and understanding the treasury and other central functions
  • Act as a subject matter expert in various miscellaneous but impactful items such as FDIC insurance
  • Perform ad hoc analytical requests as needed

Benefits

  • Medical, Dental and Vision Insurance - START DAY ONE!
  • Life and Disability Insurance
  • Paid Parental Leave and Adoption Assistance
  • Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
  • Paid Training
  • Paid Time Off (PTO)
  • 11 Paid Federal Holidays, and any applicable state holidays
  • 401(k) plan with company match
  • Profit Sharing
  • Competitive compensation in line with work experience
  • Mental health benefits including coaching and therapy sessions
  • Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
  • Employee Ambassador preferred banking products
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