Real Estate Strategy & Analytics Leader

Zions Bancorporation

Irvine (CA)

On-site

USD 117,000 - 144,000

Full time

5 days ago
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Benefits offered by this job

Health insurance
Life and disability insurance
Parental leave
Health savings account
Paid time off
Federal holidays
401(k) plan
Profit sharing
Mental health benefits
Tuition reimbursement
Employee benefits program

Job summary

Zions Bancorporation's California Bank & Trust unit seeks a Real Estate Strategic Planning Manager to deliver reporting, forecasting, and insights for the CRE business. You will leverage Power BI, Excel, and Microsoft tools to automate reporting and support strategic decision‑making.

The role requires leading projects, extracting and analyzing data from multiple sources, and presenting results to senior leadership. California offices including Irvine are considered; Menlo Park preferred.

Qualifications

  • Bachelor's degree in Business Administration, Finance, Analytics or related field.
  • 4+ years of experience in Financial Analysis, Business Intelligence, Data Analytics or similar.
  • Advanced Microsoft Excel skills, including Pivot Tables and Power Query; strong PowerPoint for executive presentations.

Responsibilities

  • Manages and supports CRE projects and programs with analytics and reporting.
  • Conduct cost center, department, and divisional reviews to evaluate financial performance.
  • Design, develop, and maintain Power BI dashboards, scorecards, and reporting solutions.
  • Extract, transform, and analyze data from multiple sources including Business Objects, Salesforce, and internal platforms.
  • Present complex financial data to senior leadership in a concise format.

Skills

Power BI
Excel
Power Query
DAX
Data Analytics
Financial Analysis
Business Intelligence

Education

Bachelor's degree in Business Administration, Finance, Analytics or related field

Tools

Power BI
Salesforce
Business Objects

Job description

Zions Bancorporation's California Bank & Trust unit seeks a Real Estate Strategic Planning Manager to deliver reporting, forecasting, and insights for the CRE business. You will leverage Power BI, Excel, and Microsoft tools to automate reporting and support strategic decision‑making.

The role requires leading projects, extracting and analyzing data from multiple sources, and presenting results to senior leadership. California offices including Irvine are considered; Menlo Park preferred.

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