Corporate Financial Analyst

Columbia Bank; Lake Oswego (OR); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

Healthcare coverage

401(k) with employer match

Paid time off

Job summary

Columbia Bank is seeking a Financial Analyst in Lake Oswego to provide finance support including planning, forecasting, variance analysis, product profitability, and reporting to Commercial Bank leaders. The role requires delivering high-quality analyses, collaborating with management, and training others as needed.

Based in Lake Oswego, this onsite role emphasizes adherence to bank regulations, cross-functional coordination, and strategic input to improve operations.

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting or equivalent experience.
• 3 years of experience in an analytical role.
• Skills in spreadsheet preparation, word processing, presentation, and database management and reporting software.
• Organizational and project management skills.
• Ability to work effectively in a team environment as well as accomplish work assignments and sometimes tight schedules.
• Developing analytical skills.
• Effective team player.

Responsibilities

• Support reporting, analysis, forecasting, budgeting and planning needs for Commercial Bank leadership and supporting teams.
• Identify reporting needs, provide in-depth analysis, and deliver financial and related reports to support strategic decision making.
• Support capital stress testing, pricing committees, and Asset-Liability Committee by producing and presenting financial results and analysis.
• Communicate emerging finance-related issues pertinent to the business to management as decisions are made.
• Stay engaged with Commercial Bank management as strategic decisions are being made and communicate insights.

Skills

Spreadsheet skills

Word processing

Project management

Team collaboration

Analytical skills

Education

Finance/Economics/Accounting degree

Tools

Database reporting software

Job description

About The Role

The Financial Analyst will provide finance support including planning/forecasting, variance analysis, product profitability, and reporting to Commercial Bank leaders and supporting teams. The Financial Analyst will also provide an objective financial perspective on performance and initiatives and provide strategic input to improve operation. The position requires a strong work ethic and commitment to high-quality deliverables. The ability to multitask and prioritize responsibilities is essential to success in this position. May lead and train other financial analysts related to functions listed above.

• Support executive/senior/middle management within the Commercial Bank with reporting, analysis, forecasting, budgeting and planning needs.
• Identify reporting needs, provide in-depth analysis, and deliver financial and related reports to support strategic decision making.
• Support capital stress testing, pricing committees, and Asset-Liability Committee by producing and presenting financial results and analysis. Communicate with committee members and others impacted by committee decisions.
• Stay engaged with Commercial Bank management as strategic decisions are being made. Communicate emerging finance-related issues pertinent to the business.
• Work on projects of diverse scope, highly varied and complex, requiring complex analysis and interpretation, exercising judgment within broadly defined procedures and practices.
• Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.
• Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
• Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.
• May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
• Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words.
• Takes personal initiative and is a positive example for others to emulate.
• Embraces our vision to become "The World's Greatest Bank."
• May perform other duties as assigned.

About You

• Bachelor’s degree in Finance, Economics, Accounting, or equivalent experience, required.
• 3 years of experience in an analytical role, required.
• Skills in spreadsheet preparation, word processing, presentation, and database management and reporting software
• Organizational and project management skills
• Ability to work effectively in a team environment as well as accomplish work assignments and sometimes tight schedules
• Developing analytical skills
• Effective team player

The pay range for this role is $85,000.00 to $110,000.00.

The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process.

Primary Location:

Ability to work fully onsite at posted location(s).

5885 Meadows Road Suite 400 Lake Oswego OR 97035

Our Benefits

• We are proud to offer a competitive total rewards package including base wages and comprehensive benefits.
• We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.

Our Commitment To Diversity

Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [e-mail].