Sr Financial Analyst - Strategic Commercial Finance - Salt Lake City, Houston or Charlotte

Zions Bancorporation • Salt Lake City, UT

2h • Onsite

About The Position

Zions Bancorporation is seeking a Senior Financial Analyst to join its Strategic Commercial Finance team within Financial Planning & Analysis (FP&A). The team serves as a trusted advisor to executive leadership, providing actionable financial insights that inform enterprise strategy, improve financial performance, and support long-term shareholder value creation. The FP&A organization focuses on improving balance sheet returns, increasing fee income, enhancing operational efficiency, and using process automation to support sustainable growth. Team members work directly with senior executives and contribute to initiatives that inform decisions at Executive Leadership Team and Board levels.

The role primarily supports the Bank’s Capital Markets Division and other commercial business lines. The Senior Financial Analyst partners with business leaders on financial planning, forecasting, profitability analysis, executive reporting, and decision support. This position is based in the office at one of the listed locations: the Zions Bancorporation Center in Salt Lake City, Utah; Amegy Tower in Houston, Texas; or the Charlotte Corporate Office in North Carolina.

Requirements

• Bachelor’s or master’s degree in accounting, finance, economics, statistics, mathematics, or another business-related field.
• At least 8 years of experience in financial analysis, financial modeling, budgeting, analytics, forecasting, or other directly related experience.
• Experience supporting Capital Markets, Investment Banking, or Commercial Banking is required.
• Strong business acumen and ability to translate complex financial information into actionable business recommendations.
• Proven ability to influence senior stakeholders and build strong partnerships across Finance and business teams.
• Advanced financial modeling, forecasting, and profitability analysis capabilities.
• Experience working with large datasets and business intelligence tools to drive insights and decision-making.
• Exceptional verbal, written, and presentation skills, including experience presenting to executive leadership.

Responsibilities

• Serve as the finance partner supporting the Bank’s Capital Markets Division, providing financial analysis and actionable insights to business and executive leadership.
• Produce, validate, and distribute daily P&L reporting for capital markets portfolios, analyzing revenue drivers and significant performance variances.
• Assist with annual planning, budgeting, and forecasting for Capital Markets business lines.
• Partner with Capital Markets to develop, enhance, and maintain executive-level financial models for revenue forecasting, profitability analysis, resource planning, and strategic initiatives.
• Analyze financial performance across Capital Markets activities, including foreign exchange (FX), interest rate derivatives, commodities, loan syndications, securities underwriting, and real estate capital markets.
• Perform variance analysis, identify business drivers, and communicate performance trends, risks, and opportunities to senior management.
• Prepare and deliver executive-ready presentations, reporting packages, and financial analyses for senior leadership and key stakeholders.
• Identify reporting gaps and develop dashboards, metrics, and analytical frameworks to improve business visibility and decision-making.
• Drive process improvements and automation initiatives to increase reporting efficiency, improve data quality, and strengthen financial controls.
• Facilitate regular business reviews with Capital Markets leadership and provide recommendations to support strategic decision-making.
• Document and maintain standard operating procedures and promote consistency across planning and reporting processes.
• Mentor and guide junior analysts and promote best practices in financial analysis, modeling, and forecasting.
• Support ad hoc strategic, financial, and operational analyses requested by executive management.

Benefits

• Medical, dental, and vision insurance starting on day one.
• Life and disability insurance.
• Paid parental leave and adoption assistance.
• Health savings, flexible spending, and dependent care accounts.
• Paid training and paid time off.
• Paid federal holidays and 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 business needs.

What This Job Offers

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