Financial Planning and Analysis Senior Analyst

Western Alliance Bank • Phoenix, AZ

2d • Onsite

About The Position

As a Financial Planning and Analysis Senior Analyst you'll take an active role in financial planning, budgeting and strategic analysis. You'll provide insights and recommendations to improve financial performance and help guide decision making. Lead the preparation of financial reports, dashboards, and presentations for senior leadership. Develop and maintain complex financial models to support budgeting, forecasting and strategic planning. Analyze business performance, key drivers, and financial trends to provide actionable insights to senior leaders, perform ad hoc financial analysis, evaluation investment opportunities, assist in capital planning / risk assessments, and support special projects as needed. Support departmental budgeting and expense management efforts. Collaborate with business units to improve financial processes and efficiencies.

Requirements

• 3+ years of related experience in Financial Analysis, Accounting, Finance (GL Mgmt., Public Reporting, Analysis) or similar field.
• Bachelor's degree in related field required.
• Intermediate knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.
• Intermediate knowledge of AI tools, including Copilot, Claude, Gemini, with some skills in implementing tools for automation and streamlining of processes.
• Intermediate knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
• Intermediate to advanced knowledge of Microsoft Office with advanced Excel capabilities including Pivot Tables, SUMPRODUCT, INDEX/MATCH, etc.
• Intermediate to advanced knowledge of financial planning and analysis concepts, financial reporting and disclosure concepts.
• Presentation of information and reports.
• Intermediate speaking and writing communication skills.

Nice To Haves

• Masters or MBA in related field preferred.
• Certified Public Accountant preferred.
• Chartered Financial Analysts preferred.

Responsibilities

• Lead the preparation of financial reports, dashboards, and presentations for senior leadership.
• Develop and maintain complex financial models to support budgeting, forecasting and strategic planning.
• Analyze business performance, key drivers, and financial trends to provide actionable insights to senior leaders.
• Perform ad hoc financial analysis.
• Evaluate investment opportunities.
• Assist in capital planning / risk assessments.
• Support special projects as needed.
• Support departmental budgeting and expense management efforts.
• Collaborate with business units to improve financial processes and efficiencies.

Benefits

• Competitive salaries
• An ownership stake in the company
• Medical and dental insurance
• Time off
• A great 401k matching program
• Tuition assistance program
• An employee volunteer program
• A wellness program
• Opportunity to bolster business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career!

What This Job Offers

• Job Type: Full-time
• Career Level: Senior