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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong financial acumen and analytical skills, with expertise in forecasting, reporting, and market performance analysis within the Commercial Banking sector. Proven ability to build relationships and collaborate effectively with cross-functional teams to drive strategic initiatives and financial performance.
Highest-signal resume keywords
Financial Performance AnalysisForecasting Process OwnershipDriver-Based Forecast Models DevelopmentCommercial Banking ExperienceMicrosoft Office Suite Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AnalysisForecastingMarket Performance AnalysisAd Hoc AnalysisRegulatory ReportingSQLGoogle BigQueryTableauWorkday FinancialsAdaptive Planning
Soft Skills
Interpersonal SkillsTeam CollaborationDetail OrientedTime ManagementProblem Solving
Tools & Technologies
Microsoft ExcelMicrosoft AccessMicrosoft PowerPointTableauWorkday FinancialsAdaptive PlanningEssbaseSQLGoogle BigQuery
Industry Keywords
Commercial BankingFinancial PerformanceStrategic Market ExpansionDriver-Based ForecastingMarket Performance Reporting
Tech Stack
Tools & technologiesBigQuerySQLTableau
About the role
Key responsibilities & impact- Drive the financial performance and strategic market expansion of the Commercial Bank
- Partner with Regional Sales Executives in the Commercial Bank as a financial and strategic advisor
- Provide monthly and quarterly reporting on financial results, performance against targets, and strategic initiatives
- Own the short- and long-term forecasting process
- Develop or enhance driver-based forecast models for the Commercial Bank loan portfolio and associated fees
- Develop full-funnel reporting for new-market performance and profitability
- Perform ad hoc market-performance analyses, including post-mortem analyses
- Present to senior leadership monthly or quarterly, translating business-driver trends into forward-looking risks and opportunities
- Complete required external and regulatory reports
- Research miscellaneous items and complete ad hoc analyses
- Build strong working relationships with business-unit leadership, peers, and partners
Requirements
What you’ll need- Bachelor's Degree in Finance, Accounting or related field
- 4+ years of diverse analytical experience in Finance, preferably with exposure to banking
- Strong financial and/or accounting acumen
- Excellent interpersonal skills and ability to establish working relationships with multiple teams and individuals
- Proven team player willing to assist others to meet deadlines and quality standards
- Detail oriented with ability to analyze and resolve issues with limited direction
- Proficient in Microsoft Office Suite, including Excel, Access and PowerPoint
- Ability to manage time and prioritize multiple tasks effectively
- Experience with Tableau preferred
- Experience with Workday Financials, Adaptive Planning, or Essbase preferred
- Experience with SQL and Google BigQuery preferred
- Commercial Banking experience
Benefits
Comp & perks- Eligible for incentive compensation, which may include production, commission, and/or discretionary incentives
- Flexible options where roles can be performed effectively in a mobile environment
- Benefits for which this position is eligible (specific list not provided)