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Tech Stack
Tools & technologiesSQLTableau
About the role
Key responsibilities & impact- Perform financial forecasting, planning, and variance analysis for Wealth Management balance sheet, interest income, and associated key metrics
- Maintain and create product level returns, with appropriate capital allocations, for Wealth Management lending products
- Produce weekly, monthly, and quarterly reports for Wealth Management performance
- Monitor and analyze business-level performance, identify trends, risks and opportunities
- Develop and maintain financial models to evaluate strategic decisions, such as relationship lending or deposit pricing strategies
- Prepare management reports, presentations and ad-hoc analyses for senior leadership
- Collaborate with cross-functional teams (e.g. Treasury, Risk, HR, Controllership, Portfolio Management) to support forecast/planning process, month-end close activities and relationship profitability analysis
- Drive process improvements, such as enhancing reporting tools or simplify operations to focus on high-impact areas
Requirements
What you’ll need- Bachelor's degree, or equivalent work experience
- Six or more years of related experience
- Strong understanding of financial statements, P&L management, balance sheet dynamics
- Experience partnering with internal stakeholders, including senior management and business unit heads
- Advanced proficiency in Microsoft Excel, PowerPoint and financial tools (Essbase, Workday, PowerBI, Tableau, SQL)
- Sophisticated knowledge of financial analysis concepts and methodologies
- Familiarity with financial services and banking industry
- Strong analytical and problem-solving skills with attention to detail
- Excellent communication skills for presenting complex financial insights to non-finance audience
- Intellectual curiosity, proactive mindset and ability to challenge assumptions while working collaboratively
Benefits
Comp & perks- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial forecastingvariance analysisfinancial modelingP&L managementbalance sheet analysisfinancial analysisrelationship lendingdeposit pricing strategiesreportingdata analysis
Soft Skills
analytical skillsproblem-solving skillsattention to detailcommunication skillscollaborationintellectual curiosityproactive mindsetability to challenge assumptions