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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial analysis, modeling, and strategic finance advice, with a strong focus on compliance and operational efficiency. Proven ability to manage senior relationships and lead teams while developing insights and recommendations for business growth.
Highest-signal resume keywords
Financial ModelingData AnalysisFP&A ExperienceAccounting DesignationComplex Financial Analysis
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 AnalysisForecasting ModelsAnalytical SkillsVintage-Level AnalysisAccount-Level ForecastingRegulatory ReportingTaxation KnowledgeOperational Issues ManagementPerformance Metrics DevelopmentBusiness Case Formulation
Soft Skills
Relationship ManagementMentorshipCommunication SkillsTeam DevelopmentCollaboration
Tools & Technologies
ExcelAnalytics ToolsData VisualizationSegmentation ToolsModeling Frameworks
Certifications & Qualifications
Accounting Designation
Industry Keywords
FinanceAccountingRetail DepositsConsumer DepositRegulatory Compliance
About the role
Key responsibilities & impact- Provide strategic Finance advice, analysis, and support for assigned business areas and portfolios
- Manage senior relationships and provide business insights, decision support, and guidance
- Lead or conduct expert financial analysis, research, reviews, and audits
- Integrate key functional areas and address longer-range strategic and bank-wide issues
- Resolve complex financial management, accounting, taxation, audit, regulatory reporting, and operational issues
- Serve as a primary interface with Finance partners, leaders, and external parties
- Advise senior management and potentially lead teams of specialists or experts
- Develop and deploy functional programs and initiatives
- Oversee standards, risk-based controls, and operating methods with significant financial and operational impact
- Partner with business stakeholders to understand objectives and contribute to strategic direction
- Formulate data analysis using visualization, profiling, segmentation, advanced modeling, and analytics tools
- Interpret complex business issues, generate insights, and identify growth opportunities
- Communicate recommendations on finance management and operational processes
- Develop performance measures, metrics, benchmarks, and best practices
- Develop strategies, financial plans, forecasts, business cases, and new initiatives
- Monitor financial performance and costs while ensuring compliance with internal and external requirements
- Develop and implement financial models, methodologies, frameworks, and reporting processes
- Conduct research and prepare presentations and communications for management
- Identify remediation plans for performance, risk, and governance issues
- Maintain relationships across business lines and control functions while assessing regulatory impacts
- Provide thought leadership, mentorship, knowledge transfer, and team development
- Support a positive, diverse, equitable, and collaborative work environment
Requirements
What you’ll need- Undergraduate degree
- 10+ years of experience in accounting or finance
- Accounting or financial designation preferred
- Experience building and maintaining large-scale Excel forecasting models
- Experience managing complex data sets
- Expertise in vintage-level analysis and account-level forecasting
- Strong financial modeling skills
- Strong analytical skills, including interpreting data, identifying trends, and translating insights into financial assumptions and forecasts
- Experience with retail deposits, including deposit behavior, balance trends, and related financial analysis
- Consumer Deposit experience
- FP&A experience
- Ability to conduct complex financial analysis, research, reviews, and audits
- Knowledge of financial management, specialized accounting, taxation, audit, regulatory reporting, and operational issues
- Ability to work with internal and external stakeholders and senior management
- Ability to perform sedentary work and operate standard office equipment continuously
- Occasional domestic travel; no international travel
Benefits
Comp & perks- Variable compensation/incentive awards, including eligibility for cash and/or equity incentive awards
- Health and well-being benefits
- Savings and retirement programs
- Paid time off, including Vacation PTO, Flex PTO, and Holiday PTO
- Banking benefits and discounts
- Career development
- Reward and recognition
- Regular career, development, and performance conversations with manager
- Online learning platform
- Mentoring programs
- Training and onboarding sessions
- Equal opportunity employer