Thursday, February 19, 2015

Retail/Financial Analyst, Opus Bank - Irvine

Retail/Financial Analyst, Opus Bank - Irvine

Summary:
This position reports to the Financial Planning Team and is responsible for developing, maintaining and distributing internal retail financial analysis and reporting.


Responsibilities:
  • Data analysis on retail banking strategies including branch, deposit, product, market and client analytics
  • Produce daily, monthly and quarterly internal reports
  • Participate in the meetings with retail management. Prepare the meeting materials including sales plans, historical trends and other supporting documents as needed.
  • Extensive ad-hoc reporting and analysis
  • Improve performance by evaluating processes to drive efficiencies
  • Extensive data management, interpretation and assumption gathering
  • Develop financial models and analyses to support strategic initiatives
  • Meet reporting deadlines and manage project timetables
  • Supports senior management team and department heads with in-depth analysis
  • Prepare presentations to senior management team
  • Adherence to all compliance programs, including but not limited to, completion of all required and assigned training modules by establishing due dates
  • Understands and complies with requirements of all laws and regulations applicable to position.
  • Performs other duties as assigned

Supervisory Responsibilities:  Currently, this position has no supervisory responsibilities

Education and/or Experience:
  • Bachelor's degree
  • 2-4 years of experience in analytical capacity
  • Outstanding analytical and quantitative skills – must be able to assemble, seek, organize and interpret data to deliver business insights/ reporting and recommendations
  • Basic budget management skills preferred
  • Banking experience in the areas of finance and/or retail banking preferred
  • Advanced Microsoft Excel and data warehousing skills  
  • Highest standards of accuracy and precision; highly organized
  • Articulate with excellent verbal and written communication skills
  • Ability to think creatively, highly-driven, flexible and self-motivated
  • Can-do attitude with demonstrated ability to work in a fast-paced environment.
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; and talk or hear.  The employee frequently is required to reach with hands and arms.  The employee is occasionally required to stand; walk; and stoop, kneel, crouch, or crawl.  The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds.  Specific vision abilities required by this job include close vision, distance vision, peripheral vision, and ability to adjust focus.

Please go to Opus's website to apply: www.opusbank.com

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