California Bank & Trust
Senior Business Performance Analyst - San Diego, CA
California Bank & Trust, San Diego, California, United States, 92189
As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for “Best Bank” and “Best Commercial Bank” from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for “Overall Client Satisfaction” in Small Business & Middle Market Excellence Awards.We are looking for a seasoned
Business Performance Analyst
in
San Diego, CA . This role provides management reporting and analysis of portfolio growth and sales activities for assigned business groups.Job Requirements:
Creates and analyzes financial statements and other financial documents or data to aid management in decision-making process.Responsible to complete analysis in one or more of the following areas: cost analysis, profitability, pricing, valuation, budgeting, forecasting, financial modeling, or reconciliation utilizing related analytical tools and procedures.Responsible for financial analysis of business transactions and planning cycle activities.Prepares short and long-term financial planning reports of key performance indicators, ad hoc analysis reports, economic valuations, and cost-benefit information.Other duties as assigned.Job Qualifications:
Requires a Bachelor's in accounting, finance, or related field and 4+ years experience in accounting, financial analysis, budgets, or other directly related experience. A combination of education and experience may meet qualifications.Extensive knowledge of financial analysis practices, principles, applications, and analysis methods.Must have strong analytical skills.Ability to develop financial models.Strong written and verbal communication skills.Ability to prepare oral and written reports.Ability to work in a heavily deadline-oriented environment.Ability to work individually and as part of a team.Ability to identify, research, coordinate, and resolve issues.Must be organized, detail-oriented, and able to multi-task.Works effectively with co-workers and both internal and external customers.Excellent computer skills (Excel, Word, PowerPoint, Access).Benefits:
Medical, Dental, and Vision Insurance – START DAY ONE!Life and Disability Insurance, Paid Paternal Leave, and Adoption AssistanceHealth Savings (HSA), Flexible Spending (FSA), and dependent care accountsPaid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays401(k) plan with company match, Profit Sharing, competitive compensation in line with work experienceMental health benefits, including coaching and therapy sessionsTuition Reimbursement for qualifying employeesEmployee Ambassador preferred banking productsThis position is eligible to earn a base salary in the range of $70,000 - $102,000 annually depending on job-related factors such as level of experience.
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Business Performance Analyst
in
San Diego, CA . This role provides management reporting and analysis of portfolio growth and sales activities for assigned business groups.Job Requirements:
Creates and analyzes financial statements and other financial documents or data to aid management in decision-making process.Responsible to complete analysis in one or more of the following areas: cost analysis, profitability, pricing, valuation, budgeting, forecasting, financial modeling, or reconciliation utilizing related analytical tools and procedures.Responsible for financial analysis of business transactions and planning cycle activities.Prepares short and long-term financial planning reports of key performance indicators, ad hoc analysis reports, economic valuations, and cost-benefit information.Other duties as assigned.Job Qualifications:
Requires a Bachelor's in accounting, finance, or related field and 4+ years experience in accounting, financial analysis, budgets, or other directly related experience. A combination of education and experience may meet qualifications.Extensive knowledge of financial analysis practices, principles, applications, and analysis methods.Must have strong analytical skills.Ability to develop financial models.Strong written and verbal communication skills.Ability to prepare oral and written reports.Ability to work in a heavily deadline-oriented environment.Ability to work individually and as part of a team.Ability to identify, research, coordinate, and resolve issues.Must be organized, detail-oriented, and able to multi-task.Works effectively with co-workers and both internal and external customers.Excellent computer skills (Excel, Word, PowerPoint, Access).Benefits:
Medical, Dental, and Vision Insurance – START DAY ONE!Life and Disability Insurance, Paid Paternal Leave, and Adoption AssistanceHealth Savings (HSA), Flexible Spending (FSA), and dependent care accountsPaid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays401(k) plan with company match, Profit Sharing, competitive compensation in line with work experienceMental health benefits, including coaching and therapy sessionsTuition Reimbursement for qualifying employeesEmployee Ambassador preferred banking productsThis position is eligible to earn a base salary in the range of $70,000 - $102,000 annually depending on job-related factors such as level of experience.
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