Bank of the West Jobs

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Bank of the West FP&A, Mgr Sr in San Francisco, California

FP&A, Mgr Sr


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 a body of work with the objective to analyze, report and improve Bank of the West's (The Bank) financial planning and reporting function. Directs budget/forecast processes and regular and ad hoc analytical activities within the group with the objective of providing insightful and actionable analysis to identify opportunities to improve Bank process, efficiency, profitability, and productivity. Responsible for management reporting to internal consumers as well as board of directors and BNP Paribas (parent company). Shapes the bank's profitability reporting views, with oversight on RAROC, Segment Reporting, and Revenue/Expense/Capital allocations methodology reviews. 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.

Essential Job Functions

  • Provide strategic partnership and formal communication linkage between Corporate Finance, Shared Services Support Functions and Personal Finance Division (PF) 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

  • Lead preparation and review of PF budget and quarterly forecasts to business and finance leaders

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

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

  • Maintain rolling intra-month forecast for “live” view of expected financial results

  • Major contributor in review of division’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

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

  • Interface with Treasury to understand funds transfer pricing, and provide challenge if needed

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

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

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

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

  • Management and mentorship of staff

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

Other Job Duties

  • Establishes Segment Reporting function to help define and implement reporting views required for the bank to manage its profitability.

  • Defines methodology for, and oversee, capital allocation to facilitate move toward return on capital analysis and reporting.

  • Collaborates with business partners and senior management to improve their understanding and integration of allocations and profitability data into executive review and analytical process.

  • Effectively communicates any potential risks of meeting budget/forecast reporting deliverable and deadlines to senior management.

  • Liaise with the business, development team and technology on an ongoing basis to enhance the efficiency, accuracy and control over the report production process.

  • Coordinates administrative and HR responsibilities for the team.

  • Provides coaching, guidance and support, by setting professional development plans to assist employees to reach their full potential.

  • Performs other duties as assigned.


Required Experience

  • 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.

  • Requires 10-12 years minimum prior relevant experience.


  • Bachelor's Degree Finance, Accounting or Equivalent


  • 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.

  • 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.

  • Excellent Customer Service Skills to build strong relationships with business lines.

  • Strong written and verbal communication skills.

  • Ability to lead a team of managers and financial analysts.

  • Experience with Hyperion (v9) – including Smartview, Essbase, and Financial Reports.

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: 060255