Bank of the West Sr Financial Analyst - Retail Banking Division in San Ramon, California

Sr Financial Analyst - Retail Banking Division


What sets Bank of the West apart from other banks is our team members–they embody the optimistic spirit of the West. There is a spirit here that drives us to do more. Our team of more than 10,000 employees is vital to the success of our Bank. They reflect our modern western values—straightforward, entrepreneurial and optimistic. We seek to create a corporate culture that fosters and rewards excellence, encourages creative thinking and respects diversity – an environment where team members are engaged, supportive of one another and enthusiastic about serving our customers. Bank of the West offers the stability of a company that has a 135 year history and is part of BNP Paribas, a European leader in global banking and financial services and one of the 6 strongest banks in the world. We offer opportunities across our diverse business lines – Retail Banking, Commercial Banking, National Finance, and Wealth Management.

At Bank of the West, our people are having a positive impact on the world. We’re investing where we feel we can make the most impact, like advancing diversity and women entrepreneurship programs, financing for more small businesses, and promoting programs for sustainable energy. From our locations across the U.S., Bank of the West is taking action to help protect the planet, improve people’s lives, and strengthen communities. We are part of BNP Paribas, a global leader at supporting the UN Sustainable Development Goals (SDGs). Yes, we’re a bank, but as the bank for a changing world, we are continually seeking to improve the ways we help our customers, while contributing to more sustainable and equitable growth.

Sr. Financial Analyst - Retail Banking Division

Position Summary


position responsible for providing management reporting and analysis to key

stakeholders within the bank. Ensures

meaningful and relevant information while guaranteeing data integrity and

accuracy. Drives the FP&A feedback loop taking into consideration actuals,

planning, reporting, analysis and improved assumptions for executive management

decision making. A successful candidate

in this position will bring creativity and insight to executive level

presentations. The candidate will

provide direct support to the group SVP as it pertains to the following:

Essential Job Functions

  • Provide formal linkage betweenCorporate Finance function and Retail Banking Division business leaders

  • Managementreporting to key business units and finance leaders.Ensure meaningful and relevant information whileguaranteeing data integrity, accuracy, and efficiency

  • Drivethe review of division’s monthly results, comparing forecast, budget, and priorperiod results.Identify and research anomaliesand trends in data that require investigation.Formal tracking of one-off items

  • Providestrategic insight and analysis of the Retail Banking Division performance,including the performance of individual sub-groups, communicating potentialissues with proposed solutions and alternatives

  • With support ofCorporate FP&A team, lead preparation, review, and presentation ofdivisional budget and quarterly forecasts to business and finance leaders

  • Workwith business owners to understand their Key Performance Indicators (KPI’s) andto incorporate those drivers into the profitability analysis for the Division

  • Ensurecompleteness and accuracy of any required group-to-group budget transfers

  • Partner withaccounting team to ensure completeness and accuracy of accrual entries andmanagement accounting adjustments for Retail Banking Division

  • Manage anyalternate reporting hierarchies and required reconciliations

  • Assist with modeling,integration, and tracking of new initiatives and/or business cases

  • Full ownership ofad-hoc projects or analysis with a focus on end-to-end development

  • Must have excellent verbal andwritten communication skills and the ability to interact professionally with adiverse group, executives, managers, and subject matter experts

  • Perform other duties as assigned


Required Experience

  • Requires deep knowledge of job area typically obtained through advanced education combined with experience.

  • Typically viewed as a specialist within discipline.

  • May have broad knowledge of project management.

  • Requires 7 years minimum prior relevant experience.


  • Bachelor's Degree


  • Complete knowledge of financial analysis and principles of economics of financial and cost accounting

  • Complete knowledge of financial institution balance sheet, profit and loss and analysis techniques

  • Working knowledge of GAAP accounting issues as they relate to the banking industry

  • Knowledge of Hyperion & Essbase a plus

  • Excellent Power Point presentation ability required

  • Exercises judgment in selecting methods, techniques and evaluation criteria for obtaining results and analysis

  • Demonstrated ability to develop solutions to highly complex and diverse analytical problems which requires an in-depth evaluation of variable factor

  • Time Management and organizational leadership skills

  • Ability to work effectively with diverse teams

  • Skill coordinating and leading effective meetings

  • Ability to problem solve and prioritize tasks in a fast paced environment

  • Strong professional communication and presentation skills.

Equal Employment Opportunity Policy

Bank of the West is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law. Bank of the West is also an Affirmative Action employer - Minority / Female / Disabled / Veteran.

Bank of the West will consider for employment qualified applicants with criminal histories pursuant to the San Francisco Fair Chance Ordinance subject to the requirements of all state and federal laws and regulations.

Job: Accounting Finance

Location: United States-California-San Ramon

Requisition ID: 039425