Finance Co-Op

Customers Bank; New York (NY); On-site; USD 34,000 - 48,000; Full time

Job summary

Customers Bank seeks an FP&A-focused analyst in New York to support annual planning, monthly forecasting, and management reporting. You will perform variance analyses, drive KPI dashboards, and partner with Accounting and business partners for timely data delivery.

The role emphasizes process improvement, automation, and data accuracy in a fast‑paced environment. Ideal candidates bring strong Excel and PowerPoint skills, familiarity with Workday modules, and a proactive, collaborative approach

Qualifications

• Experience in financial planning and forecasting processes.
• Ability to perform variance and trend analyses explaining drivers.
• Ability to prepare management reports and KPI dashboards.
• Collaborates with FP&A, Accounting, and business partners for timely data.

Responsibilities

• Assist in annual planning and monthly forecasts.
• Perform variance and trend analyses to explain drivers.
• Prepare management reports and board presentations.
• Collaborate with FP&A, Accounting, and business partners for timely data.
• Support process improvements and automate tasks.
• Provide ad hoc financial analysis for strategic decisions.
• Support quarterly earnings activities.
• Drive project execution with documentation and change communications.

Skills

Analytical skills

Quantitative skills

Attention to detail

Time management

Cross-functional collaboration

Communication skills

Excel

PowerPoint

Workday Adaptive

AI tools familiarity

Tools

Workday Adaptive

Workday Financial

QRM

PowerPoint

Job description

At Customers Bank, we believe in working hard, working smart, working together to deliver memorable customer experiences and having fun. Our vision, mission, and values guide us along our path to achieve excellence. Passion, attitude, creativity, integrity, alignment, and execution are cornerstones of our behaviors. They define who we are as an organization and as individuals. Everyone is encouraged to have personal development plans. By doing so, our team members are on their way to achieve their highest potential and be successful in their personal and professional lives.Salary range: An hourly rate of $25.00 per hour is what we expect to pay for this position, based on overall skills and experience.Must be legally eligible to work in the United States without sponsorship, now or in the future, to be considered.Who is Customers Bank?Founded in 2009, Customers Bank is a super-community bank with over $22 billion in assets. We believe in dedicated personal service for the businesses, professionals, individuals, and families we work with.We get you further, faster.Focused on you: We provide every customer with a single point of contact. A dedicated team member who's committed to meeting your needs today and tomorrow.On the leading edge: We're innovating with the latest tools and technology so we can react to market conditions quicker and help you get ahead.Proven reliability: We always ground our innovation in our deep experience and strong financial foundation, so we're a partner you can trust.What You'll Do:Assist in financial planning and forecasting: Support the annual planning and monthly forecasting processes, including updating models, gathering data from business units, and helping consolidate submissions.Conduct financial analysis: Perform variance and trend analyses to explain key drivers of business performance compared to budget and forecast.Support management reporting: Help prepare management reports, KPI dashboards, and presentations for leadership and board reviews.Collaborate across teams: Work closely with Corporate FP&A, business partners, and Accounting to ensure accurate and timely financial information.Participate in process improvement: Support efforts to streamline reporting, automate manual tasks, and enhance data accuracy and efficiency.Ad hoc analysis: Assist in conducting "what-if" scenario analysis and other ad hoc financial projects to support strategic and operational decisions.Support quarterly earnings activities: Provide analysis and data preparation as part of the quarterly results and investor relations support process.Drive Project Execution: Participate in key projects across Finance by creating key collateral and testing documentation as well as drafting communications to assist with change management.What Do You Need?Strong analytical and quantitative skills with a basic understanding of financial statements.High attention to detail with the ability to work accurately with data.Ability to manage multiple tasks and meet deadlines in a fast-paced environment.Clear communication skills and the ability to collaborate across teams.Resourceful and able to take ownership of tasks by researching, problem-solving, and following through to completion.Curious and proactive, with a willingness to learn and ask questions.Team-oriented with a strong desire to contribute and grow within FP&A.Demonstrates professionalism, integrity, and a commitment to continuous improvement.Technology Skills:Proficiency in Excel and PowerPoint; exposure to financial systems (Workday Adaptive, Workday Financial, QRM, or similar) is a plus.Familiarity with AI and automation tools that support productivity, workflow efficiency, and client engagement.Customers Bank is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.We also provide “reasonable accommodations”, upon request, to qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state and local laws.Diversity Statement:At Customers Bank, we believe in working smart, working together, and having fun while delivering innovative solutions and memorable experiences for our customers. We are committed to the continual advancement of a culture which reflects the value we place on diversity, equity, and inclusion. We honor the diverse experiences, perspectives, and identities of our team members, and we recognize that it is their passion, creativity, and integrity that drives our success. Step into your future with us! Let’s take on tomorrow.