Bank of the West Military and Veterans Banking Jobs

Job Information

Bank of the West Principal Financial Analyst in United States

Principal 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, Small Business Banking and Wealth Management.

Job Description Summary

  • Integral position responsible for providing management reporting and analysis to key stakeholders within the bank with a focus on the Mass Small Business (Micro) and its main divisions. 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 as it pertains to the following:

Essential Job Functions

  • Provide formal linkage between Corporate Finance, Shared Services Support Functions and Micro business leaders

  • Perform deep strategic insight and analysis of business unit profitability that allows senior management to make strategic decisions regarding the allocation of resources

  • Manage reporting to key business units as well as finance leaders. Ensure meaningful and relevant information while guaranteeing data integrity and accuracy

  • Refine Micro segment reporting to help define and implement reporting views required for the bank to manage its profitability

  • Work with business owners to understand their Key Performance Indicators and to incorporate those drivers into the profitability analysis for the Micro segment

  • Major contributer in review of segment’s monthly results, comparing forecast, budget, and prior period results. Identify and research anomalies and trends in data that require investigation. Formal tracking of one-off items

  • Proactively communicate with management on potential issues and peer trends and propose solutions and alternatives

  • Lead preparation and review of group’s budget and quarterly forecasts to business and finance leaders

  • Ensure completeness and accuracy of any required group-to-group budget transfers

  • Partner with accounting team to ensure completeness and accuracy of accrual entries and management accounting adjustments for Micro

  • Cross-functional coordination with the business, development team and technology on an ongoing basis to enhance the efficiency, accuracy, and control of processes

  • Assist with planning and integration of any new initiatives or business cases

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

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

  • Perform other duties as assigned


Required Experience

  • 12 years of prior relevant experience

  • Requires highest knowledge and mastery of multiple job areas typically obtained through advanced education combined with experience.

  • Viewed as the leading expert and/or resource within the field by peers within and outside the organization.


  • Bachelor’s Degree preferably in Finance, Accounting or an equivalent field

  • Master’s Degree preferred


  • Requires broad management knowledge to lead project teams in one department. Typically has mastery level knowledge and skills within a specific technical or professional discipline with broad understanding of other areas within the job function.

  • Significant knowledge of Budgeting/Forecasting Processes

  • Experience managing a financial reporting function and should have excellent skills in creating controlled production processes, which create efficient, accurate and reliable reporting on a consistent basis

  • Complete knowledge of financial analysis and financial and cost accounting

  • Complete knowledge of financial institution balance sheet, profit and loss and principles of economics

  • Deep understanding of the implications of allocations, including revenues, expenses and capital

  • Product profitability and/or segment reporting experience

  • Strong experience in report writing, business requirement proposals, client interaction, and methodology documentation

  • Solid organizational skills, with the ability to handle complex projects in a multi-tasking environment and meet deadlines with quality results

  • Strong analytical and problem-solving skills coupled with thoroughness and attention to detail

  • Track record of improving processes for accuracy, repeatability and control.

  • Skill coordinating and leading effective meetings

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

  • Strong professional communication and presentation skills

  • Knowledge of Hyperion & Essbase 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

Other Locations: United States-California-Los Angeles, United States-California-San Diego, United States-Texas, United States-Wisconsin, United States-New Mexico, United States-North Carolina, United States-Idaho, United States-California-San Ramon, United States-Alabama, United States-Utah, United States-Iowa, United States-Nevada, United States-Georgia-Atlanta, United States-North Dakota-Fargo, United States-California-Sacramento

Requisition ID: 059804