Financial Analysis Associate - Lending Private Bank CFO Team
On-site · Plano, Texas, United States
Job Summary
Financial Analysis Associate within the Global Private Bank Credit & Deposit CFO Team who will analyze profitability and forecast the Lending portfolio (~$180B), perform ad-hoc analytics to support business decisions, develop and manage the forecasting framework, and drive finance-related projects (e.g., Funds Transfer Pricing enhancements) for Wholesale Lending, Mortgage, and Deposit products. Requires experience with Lending products, strong Excel skills, and ability to work with large data sets; preferred familiarity with SQL, Alteryx, Tableau, and Python; must be eligible to work in the United States with no immigration sponsorship; located in Plano, TX and able to work in-office full-time.
Required Qualifications
- 3+ years of experience; experience with Lending products required
- Strong analytical skills and ability to work with large data sets required
- Strong experience with Excel required
- Interact and communicate clearly and confidently with management
- Ability to work in a fast-paced and intellectually-demanding environment
- Team oriented and strong work ethic
- Utilize judgment and discretion in working with highly confidential information
- Familiarity with SQL, Alteryx, Tableau, and/or Python a plus
- To be eligible for this role, you must be authorized to work in the United States.
- We do not offer any type of employment-based immigration sponsorship for this role.
- Final Job Grade level and corporate title will be determined at time of offer and may differ from this posting.
- This role does not provide relocation assistance so all candidates must be local to the work locations listed in the job posting or willing to relocate on their own immediately upon hiring.
- Candidates must be able to physically work in our offices full-time (5 days).
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