Junior Financial Analyst

Customers Bank • New York, NY

20h • $60,000 - $70,000 • Hybrid

About The Position

At Customers Bank, we believe in working hard, working smart, working together to deliver memorable customer experiences and having fun. Our vision, mission, and values guide us along our path to achieve excellence. Passion, attitude, creativity, integrity, alignment, and execution are cornerstones of our behaviors. They define who we are as an organization and as individuals. Everyone is encouraged to have personal development plans. By doing so, our team members are on their way to achieve their highest potential and be successful in their personal and professional lives. An annual salary range of $60,000-$70,000 is what we expect to pay for this position, based on overall skills and experience. Who is Customers Bank? Founded in 2009, Customers Bank is a super-community bank with over $22 billion in assets. We believe in dedicated personal service for the businesses, professionals, individuals, and families we work with. We get you further, faster. Focused on you: We provide every customer with a single point of contact. A dedicated team member who’s committed to meeting your needs today and tomorrow. On the leading edge: We’re innovating with the latest tools and technology so we can react to market conditions quicker and help you get ahead. Proven reliability: We always ground our innovation in our deep experience and strong financial foundation, so we’re a partner you can trust. What you’ll do: Assist in financial planning and forecasting: Support the annual planning and monthly forecasting processes, including updating models, gathering data from business units, and helping consolidate submissions. Conduct financial analysis: Perform variance and trend analyses to explain key drivers of business performance compared to budget and forecast. Support management reporting: Help prepare management reports, KPI dashboards, and presentations for leadership and board reviews. Collaborate across teams: Work closely with Corporate FP&A, business partners, and Accounting to ensure accurate and timely financial information. Participate in process improvement: Support efforts to streamline reporting, automate manual tasks, and enhance data accuracy and efficiency. Ad hoc analysis: Assist in conducting “what-if” scenario analysis and other ad hoc financial projects to support strategic and operational decisions. Support quarterly earnings activities: Provide analysis and data preparation as part of the quarterly results and investor relations support process. Hybrid work model: Four days per week in the office and one day remote.

Requirements

• 0–2 years of experience in corporate finance, FP&A, banking, or a related analytical role (internships or co-op experience preferred).
• Strong analytical and quantitative skills with a foundational understanding of financial statements.
• Proficiency in Excel and PowerPoint; experience with financial systems (Workday Adaptive, Workday Financial, QRM, or similar) is a plus.
• Excellent attention to detail and accuracy in data handling.
• Ability to manage multiple priorities and meet deadlines in a dynamic environment.
• Clear communication and collaboration skills across teams and levels of the organization.
• A proactive learner with curiosity and initiative.
• Eager to contribute to team success and develop within the FP&A function.
• Commitment to integrity, professionalism, and continuous improvement.
• Bachelor’s degree in Finance, Accounting, Economics, or a related field
• Strong academic credentials.

Nice To Haves

• CFA/CPA a plus

Responsibilities

• Assist in financial planning and forecasting: Support the annual planning and monthly forecasting processes, including updating models, gathering data from business units, and helping consolidate submissions.
• Conduct financial analysis: Perform variance and trend analyses to explain key drivers of business performance compared to budget and forecast.
• Support management reporting: Help prepare management reports, KPI dashboards, and presentations for leadership and board reviews.
• Collaborate across teams: Work closely with Corporate FP&A, business partners, and Accounting to ensure accurate and timely financial information.
• Participate in process improvement: Support efforts to streamline reporting, automate manual tasks, and enhance data accuracy and efficiency.
• Ad hoc analysis: Assist in conducting “what-if” scenario analysis and other ad hoc financial projects to support strategic and operational decisions.
• Support quarterly earnings activities: Provide analysis and data preparation as part of the quarterly results and investor relations support process.

What This Job Offers

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