Senior Financial Planning & Analysis Analyst

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

Benefits offered by this job

Healthcare coverage

401(k) matching

Tuition reimbursement

Paid time off

Career development resources

Employee resource groups

Job summary

City National Bank is seeking a Financial Analyst III to join our Budgeting and Analysis team in Los Angeles. You will collaborate with the Manager to perform annual budgeting, monthly financial performance analysis, quarterly forecasting, and acquisition analyses, supporting various line and staff groups.

You will maintain budgeting/forecasting models, generate FTP and operating performance reports, and deliver concise analyses.

Qualifications

• Bachelor's degree or equivalent
• Minimum of 3 - 5 years of financial analysis experience
• Minimum of 3 years advanced Excel experience including minimum of 1 year complex formula/function development, writing macros in VBA, and PivotTables
• 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 performance reporting and transfer pricing.
• Coordinates, consolidates and analyzes the annual budget and quarterly forecast.
• Provides financial analysis and planning support; assists in acquisition analysis and special projects.
• Adheres to Bank programs such as CustomerFirst, CRA and Equal Employment Opportunity.

Skills

Advanced Excel

PivotTables

VBA macros

Financial analysis

Data manipulation

Communication

Teamwork

Problem solving

Education

Bachelor's degree

Tools

MS Access

ODBC

Report Writers

GL Systems

Business Objects

Job description

City National Bank is seeking a Financial Analyst III to join our Budgeting and Analysis team in Los Angeles. You will collaborate with the Manager to perform annual budgeting, monthly financial performance analysis, quarterly forecasting, and acquisition analyses, supporting various line and staff groups.

You will maintain budgeting/forecasting models, generate FTP and operating performance reports, and deliver concise analyses.