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Financial Analyst

Company: TALENT Software Services
Location: San Ramon
Posted on: May 10, 2022

Job Description:

Financial Analyst -Job Summary: Talent Software Services is in search of a Financial Analyst -for a contract position in San Ramon, CA. The opportunity will be six months with a strong chance for a long-term extension.Position Summary: -Integral position responsible for providing management reporting and analysis to key stakeholders within the bank with a focus on Consumer Real Estate Services (CRES). -Ensures meaningful and relevant information while guaranteeing data integrity and accuracy. Drives the FP&A feedback loop taking into consideration actuals, planning, reporting, analysis and improved assumptions for executive management decision making. -A successful candidate in this position will bring creativity and insight to executive level presentations. -The candidate will provide direct support to the group SVP as it pertains to the following:Primary Responsibilities/Accountabilities:

  • Provide formal linkage between Corporate Finance, Shared Services Support Functions and Consumer Banking business leaders with a focus on Consumer Real Estate Services (CRES).
  • Management reporting to key business units and finance leaders. -Ensure meaningful and relevant information while guaranteeing data integrity, accuracy, and efficiency
  • Drive the review of CRES monthly results, comparing forecast, budget, and prior period results. -Identify and research anomalies and trends in data that require investigation. -Formal tracking of one-off items. -
  • Full ownership of planning and reporting models, including efficiency enhancements as well as proactive creation/update of reporting for additional clarity
  • Provide strategic insight and analysis of the Consumer Banking performance, including the performance of individual sub-groups, communicating potential issues with proposed solutions and alternatives
  • Lead preparation, review, and presentation of Mortgage annual budget, quarterly forecasts and intra-month outlook to business and finance leaders
  • Work with business owners to understand their Key Performance Indicators (KPI's) and to incorporate those drivers into the profitability analysis for the Division
  • Ensure completeness and accuracy of any required group-to-group budget transfers
  • Partner with accounting team to ensure completeness and accuracy of accrual entries and management accounting adjustments for Consumer Banking
  • Manage any alternate reporting hierarchies and required reconciliations
  • Assist with modeling, integration, and tracking of new initiatives and/or business cases
  • Full ownership of ad-hoc projects or analysis with a focus on end-to-end development and expectation of rapid response to executives
  • Must have excellent verbal and written communication skills and the ability to interact professionally with a diverse group, executives, managers, and subject matter experts
  • Perform other duties as assignedQualifications:
    • Bachelor's Degree- Required
    • Master's Degree- Preferred
    • Required License(s) or Certifications in CPA- Preferred
    • Requires deep knowledge of job area typically obtained through advanced education combined with experience. Typically viewed as having as a specialist within discipline. May have broad knowledge of project management.
    • Requires 7 years minimum prior relevant experience.
    • Complete knowledge of financial analysis and principles of economics of financial and cost accounting
    • Complete knowledge of financial institution balance sheet, profit and loss and analysis techniques
    • Working knowledge of GAAP accounting issues as they relate to the banking industry
    • Knowledge of Hyperion & Essbase a plus
    • Must have excellent verbal and written communication skills and the ability to interact professionally with a diverse group, executives, managers, and subject matter experts
    • Excellent Power Point presentation ability required
    • Exercises judgment in selecting methods, techniques and evaluation criteria for obtaining results and analysis
    • Demonstrated ability to develop solutions to highly complex and diverse analytical problems which requires an in-depth evaluation of variable factor
    • Time Management and organizational leadership skills
    • Ability to work effectively with diverse teams -
    • Skill coordinating and leading effective meetings -
    • Ability to problem solve and prioritize tasks in a fast paced environment
    • Strong professional communication and presentation skillsIf this job is a match for your background, we would be honored to receive your application! - -Providing consulting opportunities to TALENTed people since 1987, we offer a host of opportunities including contract, contract to hire and permanent placement. Let's talk!

Keywords: TALENT Software Services, San Ramon , Financial Analyst, Accounting, Auditing , San Ramon, California

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