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Bank of the West Financial Analyst in San Francisco, California

Financial Analyst


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 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.

Job Description Summary

Responsible for supporting the corporate financial planning and analysis team with operations and analytics. Performs a variety of complex duties including the collection and analysis of financial data from reports and various sources; performs statistical analyses.

Essential Job Functions

  • Independently completes assigned financial requests.

  • Provide secondary review of all projected financials with a particular focus on centrally planned items and Holding Company expenses.

  • Coordinates with Planning systems team to ensure all planning requirements are delivered before deadlines.

  • Performs monthly reviews and evaluates actual financial performance of the Bank's business units and conducts variance analysis relative to plan and prior month. Functions as key finance liaison for at least one major profit group within the Bank.

  • Analyzes and interprets financial data to compile statistical reports on current financial developments, financial policies and plans, and significant organizational developments.

  • May lead projects as assigned by head of FP&A.

  • Will assist in researching relevant business developments in the organization and/or industry.

  • Acts as primary liaison between corporate finance and business units within the Bank. In the role as liaison the position focuses on communication and providing superior customer service to the business units. Examples of the types of communication that the position is responsible for are communicating significant changes to processes, communicating items identified in the review or analysis of monthly financial results and communicating ideas regarding how to use corporate tools (Hyperion, etc.) to efficiently analyze results, etc.

Other Job Duties

  • Will offer coverage across team and provide surge support to primary FP&A functions. Provide training and guidance to less-experienced staff.

  • Performs other duties as assigned.


Required Experience

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

  • May have practical knowledge of project management.

  • Requires 5 years minimum prior relevant experience.


  • Bachelor's Degree Finance/Economics


  • Additional Job Qualifications: Familiarity with financial modeling

  • Commercial banking experience is a plus, familiarity with commercial banking products and processes is a plus

  • Knowledge of Hyperion & Essbase is a plus

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

  • Ability to work well with others in a dynamic, team-oriented environment

  • Open mind and ability to quickly assimilate and understand unfamiliar information; and willingness to help and take assignments outside of the immediate area of responsibility

  • Ability to create innovative solutions; ability to deal with changes, ambiguity, and uncertainty

  • Organized and attentive to detail; self-starter and highly motivated

  • Responsible for coordinating across the bank’s divisions to ensure that forecasted results are produced within requisite deadlines, and perform individual analysis to evaluate and challenge projected data.

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

Other Locations: United States-California-San Francisco

Requisition ID: 059060