Financial Analyst job

Citizens Business Bank jobs

Company

Salary

Skills

Company Description

Citizens Business Bank is a bank that provides banking, lending, trust, and investment services for small to medium-sized businesses and individuals. The firm offers commercial lending, equipment & vehicle leasing, online banking, data management, estate planning, term lending, fraud prevention, and wealth management services. Citizens Business Bank operates in two business segments: Business Financial & Commercial banking center and Dairy, livestock & Agribusiness. The bank has been creating long-term banking relationships by focusing on its customers and achieving more for their business, employees, and communities. George A. Borba Sr. founded Citizens Business Bank in 1974, and its headquarter is based in Ontario, Canada. The bank provides competitive salary packages, paid vacations, and other perks to its employees.

Job Description

The FP&A team at CBB is responsible for providing strategic analytics that assist executives and senior leaders with making major operational, financial, and strategic decisions about the company. This includes: monthly financial performance reports, variance analysis, forecasting, an Annual Budget, and a variety of ad hoc analytics that shed light on performance trends and new business opportunities. The FP&A team liaises with other departments in Corporate Finance (e.g. Controller''s Office, Treasury, Risk), as well as with departments across the company (e.g. Sales, Operations, IT) to synthesize performance highlights and communicate insights to executive management. This is why the FP&A analyst role is so unique: it requires significant collaboration and communication skills, as well as deep analytical expertise.


ESSENTIAL DUTIES AND RESPONSIBILITIES

  1. Complies with and stays abreast of all policies and procedures, federal and state laws applicable to the job.
  2. Performs variance analysis by comparing and analyzing actual results with prior periods and forecasts.
  3. Improves financial status by analyzing results; monitoring variances; identifying trends; recommending actions to management.
  4. Conducts data analytics and/or statistical analysis to reveal strategic business insights
  5. Assists with preparing financial reporting for the Board of Directors to provide relevant and timely information in support of the executive management team
  6. Prepares various financial reports and models, at the direction of the Financial Planning & Analysis Manager
  7. Maintain various databases by entering, verifying, and backing up data.
  8. Increases department productivity by building and implementing new automated processes, leveraging new data, and coordinating information & requirements.
  9. Work directly with senior managers on collecting and understanding data and communicate results effectively for projections or analysis.
  10. Recommend actions by analyzing and interpreting data and making comparative analyses; studying proposed changes in assumptions and resulting output.
  11. Other duties as assigned.
  12. Provide, present and promote The Citizens Experience to all external and internal customers.

SUPERVISORY RESPONSIBILITIES

None

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE

  • Bachelor''s Degree in Finance, Economics, Accounting, or another related field of study is required
  • 1 or more years of experience in accounting or finance related role or advanced degree

OTHER QUALIFICATIONS/SKILLS

Ability to multi task, work effectively in a high production environment, and respond quickly and productively under pressure, tight timelines, and changing priorities

Team player, who can operate effectively within a matrix management environment

Strong analytical, organizational and problem-solving skills, with demonstrated ability to provide creative solutions to real-time challenges

Ability to use/customize complex financial models, as well as familiarity with financial concepts, practices and procedures

Advanced computer skills and experience with Microsoft Office Suite

Internally motivated and proactive to seek out alternative ideas to improve the efficiency and effectiveness of the group through the development of new skills and generation of new ideas.

LANGUAGE SKILLS

This position requires strong communication skills, both written and oral, with the ability to write reports, business correspondence, and procedure manuals, as well as the ability to effectively present information and respond to questions effectively. Requires the ability to read, analyze, and interpret general business periodicals, professional journals, technical literature, and government regulations.

MATHEMATICAL SKILLS

Ability to work with mathematical concepts such as probability and statistical inference, discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.

REASONING ABILITY

Strong analytical skills with the ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

COMPUTER SKILLS

To perform this job successfully, an individual should have a strong understanding of budgeting, forecasting and profitability models (SQL; Crystal report writing tools, advanced modeling skills using Microsoft Excel and/or Microsoft Access) and experience with Microsoft PowerPoint and Word.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonably accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee frequently is required to sit. The employee is occasionally required to stand; walk; and stoop, kneed, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this position include close vision, and ability to adjust focus.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.

by Jobble

Estimated annual salary
$63,327
average
Minimum
$49,436
Maximum
$90,761

TASKS

  • Inform investment decisions by analyzing financial information to forecast business, industry, or economic conditions.
  • Prepare plans of action for investment, using financial analyses.
  • Evaluate and compare the relative quality of various securities in a given industry.
  • Recommend investments and investment timing to companies, investment firm staff, or the public.

SKILLS

  • Reading ComprehensionUnderstanding written sentences and paragraphs in work related documents.
  • Active ListeningGiving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
  • WritingCommunicating effectively in writing as appropriate for the needs of the audience.
  • SpeakingTalking to others to convey information effectively.

KNOWLEDGE

  • Administration and ManagementKnowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources.
  • Economics and AccountingKnowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.
  • Sales and MarketingKnowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems.
  • Customer and Personal ServiceKnowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.

Citizens Business Bank

Type

Company - Public

Size

Medium

Revenue

$100M to $500M

Location

Multiple locations

Industry

Banking/Mortgage

Founded

1974

CEO

Christopher D. Myers

Job Filters

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AML System OfficerCitizens Business BankRancho Cucamonga, CA
GENERAL PURPOSE OF THE JOB The AML System Officer reports to the BSA Compliance Manager of the subject of the Bank Secrecy Act and the Office of Foreign Assets Control (OFAC) and the respective requirements pertaining to administering the Bank’s BSA...Read more
Relationship ManagerCitizens Business BankOntario, CA
#1 BANK in the COUNTRY - 3 years running! The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. LEAD PORTFOLIO...Read more
Credit AnalystCitizens Business BankOntario, CA
Credit Analyst - Ontario Summary The role of the Credit Analyst is to provide basic credit analysis in support of the lending function across the Bank including, but not limited to, (i) spreading of financial statements, (ii) tax analysis, (iii) compliance...Read more
Credit AdministratorCitizens Business BankBurbank, CA
Credit Administrator (Burbank/Ontario) ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Complies with and stays abreast of all policies and procedures, federal and state laws applicable to the job. Provide, present and promote The Citizens...Read more
Assistant Vice President - Portfolio OfficerCitizens Business BankBurbank, CA
CITIZENS BUSINESS BANK - The #1 MOST Successful California-Founded Bank in History! Ultra High Net Worth Clientele As a Portfolio Officer you will--- Be responsible for providing administrative and clerical duties to support to officers and customers...Read more

Closed Job Filters

FILTER JOBS
Portfolio ManagerCitizens Business BankChino, CA
Summary Makes and services a wide variety of secured and unsecured loans or lines of credit, most of which involve large amounts of money and important customers. The Portfolio Manager is responsibleRead more
SVP, Asset Based Lending ManagerCitizens Business BankOntario, CA
Joining Citizens Business Bank means connecting with a team of dedicated associates that continually strive for new and innovative ways to meet and exceed the needs of our customers. As a top rankedRead more
Merchant Service RepresentativeCitizens Business BankPomona, CA
Joining Citizens Business Bank means connecting with a team of dedicated associates that continually strive for new and innovative ways to meet and exceed the needs of our customers. As a top rankedRead more
Bankcard Operations AssistantCitizens Business BankRancho Cucamonga, CA
Summary The Bankcard Operations Assistant is responsible for providing sales support and pricing analysis to the Centers for existing and prospective merchants, opening and maintaining new accounts,Read more
Service Representative IICitizens Business BankManhattan Beach, CA
SUMMARY Provides prompt, efficient, and friendly service. Responsible for any combination of the following transactions: check cashing; deposits; withdrawals; consumer, real estate, and commercialRead more
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