Senior Financial Systems Analyst

Western Alliance Bank; Phoenix (AZ); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Ownership stake

Medical insurance

Dental insurance

401k matching

Tuition assistance

Employee volunteer program

Wellness program

Job summary

Western Alliance Bank is seeking a Senior Financial Systems Analyst to drive financial planning, budgeting, and strategic analysis. You will optimize EPBCS planning, manage data flows, and support Smart View reporting for FP&A and accounting teams.

You will collaborate with Finance leadership and IT to ensure data integrity, governance, and scalable system solutions while guiding monthly forecasts and annual budgeting cycles.

Qualifications

• 3+ years of related experience in Financial Analysis, Accounting, Finance (GL Mgmt., Public Reporting, Analysis) or similar field.
• Bachelor's degree in related field required; Masters or MBA preferred.
• Intermediate knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.
• Intermediate knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
• Intermediate to advanced knowledge of Microsoft Office with advanced Excel capabilities including Pivot Tables, SUMPRODUCT, INDEX/MATCH.
• Intermediate to advanced knowledge of financial planning and analysis concepts, financial reporting and disclosure concepts.
• Intermediate speaking and writing communication skills.
• Certified Public Accountant preferred.
• Chartered Financial Analysts preferred.

Responsibilities

• Support Oracle EPM Cloud administration and EPBCS planning and reporting environments.
• Maintain metadata, dimensions, hierarchies, forms, dashboards, reports, and business rules.
• Execute monthly, quarterly, and annual planning, forecasting, and reporting processes.
• Assist with testing Oracle EPM monthly updates, enhancements, patches, and configuration changes.
• Partner with Finance leadership and IT on security, access reviews, change management, and governance.
• Load, validate, reconcile, and certify financial and operational data in EPBCS.
• Support data integrations from Accounting, Treasury, ALM, HR, data warehouse, and other sources.
• Investigate data quality issues and reconcile differences between source systems, EPBCS, Smart View reports, and outputs.
• Document key data flows, dependencies, control points, and recurring monthly processes.
• Identify opportunities to automate data preparation, validation, and reporting activities.
• Develop, maintain, and enhance Oracle Smart View templates, reports, ad hoc retrievals, and recurring analyses.
• Train and support FP&A, Accounting, and business users on Smart View functionality and standards.
• Troubleshoot Smart View connections, retrievals, submissions, formatting, and data refresh issues.
• Create documentation, user guides, SOPs for recurring financial systems processes.
• Support monthly forecast, annual budget, long-range planning, and variance analysis.
• Partner with FP&A to translate needs into scalable system solutions.
• Assist with financial data analysis and recurring management reporting packages.
• Support close and forecasting deadlines by coordinating data readiness and issue resolution.
• SOX, audit, access management, data governance and documentation for financial processes.
• Maintain documentation and evidence for recurring close, forecast, budget and reporting activities.
• Recommend and implement process improvements to increase efficiency, accuracy and adoption.
• Collaborate with IT, Oracle Support, vendors and business partners to resolve issues.

Skills

Financial analysis

Accounting

Finance (GL Mgmt., Public Reporting, ×

Banking operations knowledge

Regulatory compliance knowledge

Advanced Excel

FP&A concepts

Communication skills

CPA preferred

CFA preferred

Education

Bachelor's degree in related field

Masters or MBA preferred

Tools

Oracle EPM/EPBCS

Smart View

Job description

What You'll Do

As a Senior Financial Systems Analyst, you'll take an active role in financial planning, budgeting and strategic analysis. You'll provide insights and recommendations to improve financial performance and help guide decision making.

• Support the administration and maintenance of Oracle EPM Cloud applications, including EPBCS planning and reporting environments.
• Maintain and validate metadata, dimensions, hierarchies, forms, dashboards, reports, and business rules.
• Execute, monitor, and troubleshoot monthly, quarterly, and annual planning, forecasting, and reporting processes.
• Assist with testing Oracle EPM monthly updates, enhancements, patches, and configuration changes.
• Partner with Finance leadership and IT to support application security, access reviews, change management, and system governance.

Job Title

Senior Financial Systems Analyst

Location

CityScape

What You'll Do

As a Senior Financial Systems Analyst, you'll take an active role in financial planning, budgeting and strategic analysis. You'll provide insights and recommendations to improve financial performance and help guide decision making.

Oracle EPM / EPBCS Administration

• Support the administration and maintenance of Oracle EPM Cloud applications, including EPBCS planning and reporting environments.
• Maintain and validate metadata, dimensions, hierarchies, forms, dashboards, reports, and business rules.
• Execute, monitor, and troubleshoot monthly, quarterly, and annual planning, forecasting, and reporting processes.
• Assist with testing Oracle EPM monthly updates, enhancements, patches, and configuration changes.
• Partner with Finance leadership and IT to support application security, access reviews, change management, and system governance.

Data Management, Loading and Reconciliation

• Load, validate, reconcile, and certify financial and operational data in EPBCS for actuals, forecasts, budgets, and management reporting.
• Support data integrations and recurring data feeds from Accounting, Treasury, ALM, HR, data warehouse, and other source systems.
• Investigate data quality issues and reconcile differences between source systems, EPBCS, Smart View reports, and downstream reporting outputs.
• Document key data flows, dependencies, control points, and recurring monthly processes.
• Identify opportunities to automate manual data preparation, validation, and reporting activities.

Smart View Reporting and End-User Support

• Develop, maintain, and enhance Oracle Smart View templates, reports, templates, ad hoc retrievals, and recurring analysis workbooks.
• Train and support FP&A, Accounting, and business users on Smart View functionality, reporting standards, and best practices.
• Troubleshoot Smart View connection, retrieval, submission, formatting, and data refresh issues.
• Create clear documentation, user guides, standard operating procedures, and training materials for recurring financial systems processes.

FP&A and Financial Reporting Support

• Support monthly forecast, annual budget, long-range planning, variance analysis, and executive reporting cycles.
• Partner with FP&A teams to understand reporting needs and translate business requirements into scalable system solutions.
• Assist with financial data analysis, trend analysis, and recurring management reporting packages.
• Support close and forecasting deadlines by coordinating data readiness, resolving system issues, and communicating status to stakeholders.

Controls, Compliance and Process Improvement

• Support SOX, audit, access management, data governance, and documentation requirements for financial systems processes.
• Maintain process documentation and evidence for recurring close, forecast, budget, and reporting activities.
• Recommend and implement process improvements that increase efficiency, data accuracy, transparency, and user adoption.
• Collaborate with IT, Oracle Support, vendors, and business partners to resolve system issues and improve finance technology capabilities.

What You'll Need

• 3+ years of related experience in Financial Analysis, Accounting, Finance (GL Mgmt., Public Reporting, Analysis) or similar field.
• Bachelor's degree in related field required; Masters or MBA in related field preferred.
• Intermediate knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.
• Intermediate knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
• Intermediate to advanced knowledge of Microsoft Office with advanced Excel capabilities including Pivot Tables, SUMPRODUCT, INDEX/MATCH, etc.
• Intermediate to advanced knowledge of financial planning and analysis concepts, financial reporting and disclosure concepts. Presentation of information and reports.
• Intermediate speaking and writing communication skills.
• Certified Public Accountant preferred.
• Chartered Financial Analysts preferred.

Benefits You’ll Love

We offer all the important things you'd want - like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you'll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands‑on experience to help grow your career!

About The Company

Western Alliance Bank, Member FDIC, is a wholly owned subsidiary of Western Alliance Bancorporation. Serving clients nationwide, Western Alliance Bank includes six legacy bank brands - Alliance Association Bank, Alliance Bank of Arizona, Bank of Nevada, Bridge Bank, First Independent Bank and Torrey Pines Bank - that remain part of the company’s heritage, as well as AmeriHome Mortgage, a Western Alliance Bank Company.

Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, sex, color, religion, age, nation origin, marital status, disability, protected veteran status, sexual orientation, gender identity or genetic information. Western Alliance Bancorporation is committed to working with and providing reasonable accommodations for individuals with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and/or need an alternative method of applying, please email [e-mail] or call 602-386-2488. When contacting us, please provide your contact information and state the nature of your accessibility issue. We will only respond to inquiries concerning requests that involve a reasonable accommodation in the application process.