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Sr. Financial Analyst, Santa Ana

Banc of California

Santa Ana, CA
Job Code:
  • Accounting
  • Engineering
  • Financial Services
  • Real Estate
Banc of California
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Job Details

Since 1941,Banc of California (NYSE:BANC)has empowered Californias diverse private businesses, entrepreneurs and communities, provided full service banking and lending, and partnered with businesses, families and employees to achieve their dreams.

Today, we are large enough to meet our clients banking needs, yet small enough to care and serve them well. Banc of Californias strong balance sheet, deep community roots and commitment to lasting and meaningful relationships are the foundation for its long record of success.

The Senior Financial Analyst is responsible the preparation and analysis of reports related to all areas of corporate planning. Participates in the annual planning process by analyzing profit and loss variances of proposed initiatives and development of cost center budgets. Develops and analyzes financial reports to support management teams short- and long-term decision making capabilities. Compiles, analyzes and prepares various monthly and ad hoc internal management reports. Performs all duties in accordance with the companys policies and procedures, all U.S. state and federal laws and regulations, wherein the company operates.

  1. Works independently with assigned business unit(s) validating, preparing and analyzing budget variances, financial statements, ad hoc reports, and financial forecasts to determine business unit profitability. Independently summarizes conclusions of analysis for use by management.

  2. Validates data for and creates reports on variances from established budgets for assigned business unit(s). Investigates the reasons for those variances and provides summaries and recommendations accordingly.

  3. Performs financial analysis and executive reports in forecasting, budgeting, cost allocation, transfer pricing, capital management, and profitability reporting.

  4. Prepares annual budgets for Executive Management and Board of Directors approval; including modeling strategic objectives and coordinating with business units to develop strategic departmental business plans.

  5. Continually provides guidance to management in regards to the improvement, maintenance, and documentation of department systems, policies and procedures.

  6. Manages the maintenance of financial systems and models; performs business reporting, modeling, and risk assessments as needed.

  7. Prepares monthly Board of Directors financial reports, including variance to approved budget.

  8. Prepares monthly profitability reports, including cost center level analysis.

  9. Engages in ongoing cost reduction analyses in all areas of the company.

  10. Participates in the reporting of key business metrics. Reviews the performance of competitors to determine key issues and engages in benchmarking studies to establish areas of potential operational improvement.

  11. Provides mentorship and leadership to team members and business partners by demonstrating advanced competency of financial analysis techniques, internal bank operations and knowledge of industry standards.

  12. Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions.

  13. Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action.

  14. Follows policies and procedures; completes tasks correctly and on time; supports the companys goals and values.

  15. Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to ones own actions and conduct.

  16. Performs other duties and projects as assigned.
  • Demonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: Regulation Z (Truth in Lending Act), Regulation B (Equal Credit Opportunity Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), Bank Secrecy Act (BSA) in conjunction with the USA PATRIOT Act, Anti-Money Laundering (AML) and Customer Information Program (CIP), Right to Financial Privacy Act (RFPA, state and federal) and Community Reinvestment Act (CRA).

  • Advanced knowledge of all aspects of corporate accounting and all pertinent GAAP, SEC rules and regulations including Dodd-Frank Act and Sarbanes-Oxley compliance.

  • Expert knowledge of financial modeling.

  • Intermediate skills in computer terminal and personal computer operation; Microsoft Office applications including but not limited to: Word, Excel, PowerPoint and Outlook.

  • Advanced math skills; calculate interest and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs.

  • Effective organizational and time management skills.

  • Exceptional oral, written and interpersonal communication skills.

  • Ability to make decisions that have moderate impact on the immediate work unit and cross functional departments.

  • Ability to provide consultation and expert advice to management.

  • Ability to make informal and formal presentations, inside and outside the organization; speaking before assigned team or other groups as needed.

  • Ability to deal with complex difficult problems involving multiple facets and variables in non-standardized situations.

  • Ability to work with little to no supervision while performing duties.

Banc of California is an equal opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to age (40 and over), ancestry, color, religious creed (including religious dress and grooming practices), denial of Family and Medical Care Leave, disability (mental and physical) including HIV and AIDS, marital status, medical condition (cancer and genetic characteristics), genetic information, military and veteran status, national origin (including language use restrictions), race, sex (which includes pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), gender, gender identity, gender expression, and sexual orientation.

  • Bachelors Degree in Accounting, Finance or related field and a minimum of 5-7 years related work experience and/or training.

  • MBA, CFA and/or CPA designations preferred.

  • Prior experience in the banking and/or financial services industry required.

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