Senior Financial Analyst – Consumer Deposits Service Charges Finance
About The Position
The Deposits Finance Horizontal team is part of the Regional Banking & Wealth Management CFO organization and delivers strategic financial analysis, forecasting, and reporting for Deposit products and related fees. The team partners closely with Business Finance Officers (BFOs) and Lines of Business (LOBs) to support decision‑making across Checking and Savings accounts, Deposit Balances and Net Interest Income (NII), Service Charges, and Debit Card/Payments. This role supports approximately $2B in Service Charges revenue across Consumer, Small Business, and Global Wealth & Investment Management (GWIM). The position focuses on forecasting and financial reporting for Account Service Charges, ATM fees, and Balance Assist, while contributing to consolidated baseline and stress forecasts.
Requirements
- Bachelor’s degree, preferably in Finance or Accounting
- Two or more years of experience in accounting, financial analysis, or a related role
- Strong analytical and organizational skills with exceptional attention to detail
- Strong verbal and written communication skills with the ability to influence stakeholders
- Advanced proficiency in Microsoft Excel and PowerPoint
- Ability to work independently in a fast‑paced, results‑driven environment
- Collaborative team player who actively builds relationships
- Curiosity and continuous‑improvement mindset
- Strategic thinker capable of navigating complex business challenges and solutions
- Demonstrated focus on process discipline, controls, and risk management
Nice To Haves
- Experience with Essbase (SmartView) and general ledger systems
- Planning, forecasting, and variance analysis experience, or Financial modeling experience
- Familiarity with emerging analytic and reporting tools (e.g., Tableau, Alteryx, Workiva)
Responsibilities
- Evaluates Lines of Business (LOB) financial performances and assists with decision making by synthesizing key trends, assessing current and future business risks, and preparing, analyzing, and reporting on financial results and key metrics
- Develops financial management reports, presentations, and ad hoc analyses for LOBs and/or finance partners
- Creates forecasts and budgets by comparing current performance against plan, prior periods, prior forecasts, and budgets and evaluating current and future performance trajectory
- Supports reporting and analysis for key constituents and management, which may include Board of Directors, Investor Relations, and/or various regulatory agencies
- Collaborates with teams across the Finance division to ensure integrity of the financials, sound controls, and efficient and effective procedures
- Supports new and ongoing projects and strategic initiatives by creating processes to automate key reporting capabilities and delivering on process improvements and simplifications to enable increased focus on strategic priorities
- Produce forecasts, analysis, and financial reporting for deposit service charge revenue
- Support consolidated baseline and stress forecasts for Service Charges revenue and present insights to senior finance and business leadership
- Analyze financial performance, trends, and drivers across multiple deposit products
- Partner with Deposit product and service fee strategy teams to understand consumer behavior and business initiatives
- Ensure strong controls, accuracy, and data quality through disciplined processes
Benefits
- Access to paid time off
- Resources and support to our employees
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What This Job Offers
Job Type
Full-time
Career Level
Senior
