Finance Analyst III: Budgeting, Forecasting & Data Analytics

City National Bank; Los Angeles (CA); On-site; USD 61,000 - 105,000; Full time

Benefits offered by this job

Healthcare coverage

401(k) company matching

Tuition reimbursement

Time Away benefits

Fertility benefits

Career mobility support

Colleague Resource Groups

Job summary

City National Bank is seeking a Financial Analyst III in Los Angeles to support budgeting, forecasting, and financial performance analysis. You will work with the Manager of Budgeting and Analysis on annual budgeting, quarterly forecasts, and acquisition analyses, enabling data-driven decisions across lines and staff groups.

The role requires strong Excel skills, VBA macros, and experience with large datasets, plus the ability to collaborate across teams on special projects while maintaining

Qualifications

• Bachelor's Degree or equivalent.
• Minimum of 3 - 5 years of financial analysis experience required.
• Minimum of 3 years advanced Excel experience including minimum of 1 year complex formula/function development, writing macros in VBA, and utilizing PivotTables and other methods to manipulate large datasets.
• Minimum of 2 years of experience working in Microsoft Office.

Responsibilities

• Responsible for the Budgeting/Forecasting Model’s system maintenance and enhancement.
• Maintains, enhances and produces the Funds Transfer Pricing (FTP) and Monthly Operating Performance Reporting.
• Conducts financial analysis and problem solving in the performance reporting and transfer pricing.
• Coordinates, consolidates and analyzes the annual budget and quarterly forecast.
• Provides financial analysis and planning support to line/staff groups; assists in acquisition analysis; works on special projects as needed.
• Maintains a proactive commitment to Bank programs such as CustomerFirst, CRA and Equal Employment Opportunity.

Skills

Advanced Excel

PivotTables

VBA Macros

Financial analysis

Data manipulation

Communication skills

Education

Bachelor's Degree or equivalent

Tools

Microsoft Office

MS Access

ODBC

Report Writers

GL Systems

Job description

City National Bank is seeking a Financial Analyst III in Los Angeles to support budgeting, forecasting, and financial performance analysis. You will work with the Manager of Budgeting and Analysis on annual budgeting, quarterly forecasts, and acquisition analyses, enabling data-driven decisions across lines and staff groups.

The role requires strong Excel skills, VBA macros, and experience with large datasets, plus the ability to collaborate across teams on special projects while maintaining