Corporate Financial Analyst

Columbia Banking System; Lake Oswego (OR); On-site; USD 60,000 - 110,000; Full time

Benefits offered by this job

Healthcare coverage

401(k) retirement plan

Employee assistance program

Life insurance

Job summary

Columbia Bank is seeking a Corporate Financial Analyst II to drive forecasting, financial analysis, and management reporting. The role supports senior management with models for business lines, new proposals, and M&A activity, while maintaining executive presentations and data warehouse insights.

The position emphasizes collaboration, accuracy, and adherence to bank regulations, with opportunities to influence strategic decisions and develop reporting tools.

Qualifications

• 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 and meet tight schedules.
• Developing analytical skills and strong communication.
• Willingness to travel occasionally.

Responsibilities

• Develop forecasting and business models to support business line results and strategic planning.
• Review financial trends to identify opportunities or risks and make recommendations.
• Create management reports for business units and executives.
• Prepare executive- and board-level presentations with financial plans and results.
• Maintain knowledge of the corporate data warehouse and reporting methods.
• Ensure internal controls and compliance with bank policies.

Skills

Spreadsheet

Word processing

Presentation

Database reporting

Tools

Database management software

Job description

About the Role:A corporate financial analyst II is responsible for management and financial reporting, analysis of business trends and results, corporate financial analysis and other duties as assigned.Assist the finance manager and other analysts with models forecasting business line results, new product proposals, mergers and acquisitions, capital and long term planning, and other ad hoc analyses requested by senior/executive managementIndependently develop forecasting and business models to support business line and financial management requestsReview financial trends to determine additional business opportunities or risksMake recommendations for corrective actions as necessary and appropriateDevelop management reports for business unit managers and the financial services department providing insight into performance and performance trends.Provide training and consultation regarding management information systems to usersMaintain a detailed and thorough understanding of the corporate data warehouse and methods for accurately reporting management and financial informationDevelop and maintain executive- and board-level presentationsEnsure that project output is useful, timely, and acceptable in order to meet needs and expectations for quality, project objectives, budget, and timeframesEstablish and maintain effective rapport with all levels of employeesWith and without Finance Manager assistance, create clear and accurate presentations for senior management and the board of directors highlighting financial plans, results, and trendsMay assist in special projects requiring handling of highly confidential and sensitive material and informationOther responsibilities as assignedAll employees are responsible for internal controls in the performance of their assigned duties. Internal control responsibilities are established in various policies, procedures, and documents, including the Code of Conduct.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 “Business Bank of Choice”May perform other duties as assigned.About You:3 years — of experience in an analytical role (Required)Skills in spreadsheet preparation, word processing, presentation, and database management and reporting softwareOrganizational and project management skillsAbility to work effectively in a team environment as well as accomplish work assignments and sometimes tight schedulesDeveloping analytical skillsEffective team playerEffective verbal and written communication skillsOccasional travelThe pay range for this role is $60,000.00 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 97035Our 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] .To Staffing and Recruiting Agencies:Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.