Bank of the West Sr Lead Financial Analyst in San Ramon, California

Sr Lead Financial Analyst


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.

Job Description Summary

Responsible for assisting manager in producing and

managing ad-hoc reporting and requests

relating to the bank's financials and Corporate FP&A needs as well as managing the budgeting and

forecasting process for the bank. This includes requests relating to the annual

expense and capital budget process, periodic reporting of the actual and budget results a, and forecasting

for the total bank and parent company, in GAAP and IAS

Essential Job Functions

  • Understand the financial andmanagement reporting requirements of the bank in GAAP and IAS and producereports and address requests in a timely manner ensuring accuracy and qualityof information.

  • Produces and performs review andevaluation of reporting including actual financial performance compared tobudget and prior year of the total bank and individual business units.

  • Partner with Divisions within theBusiness Unit in support of FP&A activities.

  • Ensures the integration of thebudgeting and planning data and with general ledger for monthly reporting ofactual against budget.

  • Implements and manages phases of theannual budgeting process assuring accuracy of communications to all affectedDivision/Department Heads.

  • Leads or participates in systemimplementation and process improvement projects; e.g. implementation ofplanning and cost allocation modules of Oracle’s System 9 product (essbase).

  • Assists with the integration ofacquired entities into the unit profitability reporting and budgetingprocesses.

  • Assist manager and Executives infacilitating effective reporting for immediate and/or ad-hoc needs.

  • Coordinate the execution of requests with various bank personnel, as required.

  • Assist the Corporate FP&A Reporting function and other teams duringnon-busy period.

  • Perform other duties as assigned.


Required Experience

  • Bachelor’s Degree- Required

  • Master’s Degree in BusinessAdministration - Preferred

  • Requiresmastery level knowledge of job area typically obtained through educationcombined with experience. Experience in project management, ad-hoc requests,managing multiple requests required.

  • Requires 10 years minimum priorrelevant experience.

  • Completeknowledge of financial analysis and principles of economics of financial andcost accounting.

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

  • Working knowledge of GAAP and IAS accountingissues as they relate to the banking industry.

Administrative/Technical Skills

  • Analytical and research

  • Bank product and service knowledge

  • Compile Statistics

  • Impeccable interpersonal skills

  • Proven track record of effectivelyinteracting with senior management

  • Ability to work strategically andcollaboratively across departments

  • Effective, versatile andaction-oriented

  • Excellent communication skills

  • Coordinate meetings

  • Demonstrated managing negotiationskills presentation skills, research information, Personal computer skills (goodknowledge of Excel, Word, Powerpoint, Oracle Essbase knowledge a plus

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: 037506