Demo

Sr. Analyst - Corporate FP&A & Strategic Finance

Customers Bank
Customers Bank Salary
New York, NY Full Time
POSTED ON 1/14/2025
AVAILABLE BEFORE 4/9/2025

At Customers Bank, we believe in working hard, working smart, working together to deliver memorable customer experiences and having fun. Our vision, mission, and values guide us along our path to achieve excellence. Passion, attitude, creativity, integrity, alignment, and execution are cornerstones of our behaviors. They define who we are as an organization and as individuals. Everyone is encouraged to have personal development plans. By doing so, our team members are on their way to achieve their highest potential and be successful in their personal and professional lives.

Work Type / Location : This position will by hybrid out of the NYC at 101 Park Ave or the West Reading, PA office , coming into the office at least 3-days per week with Monday, Tuesday, and Thursday being set office days. If within a 50-mile radius of a Customers Bank location, the expectation is to be hybrid.

Salary Range : An annual base salary of $100,000 - S120,000 is what we expect to pay for this position, based on overall skills and experience.

Who is Customers Bank?

Founded in 2009, Customers Bank is a super-community bank with over $22 billion in assets. We believe in dedicated personal service for the businesses, professionals, individuals, and families we work with.

We get you further, faster.

Focused on you : We provide every customer with a single point of contact. A dedicated team member who's committed to meeting your needs today and tomorrow.

On the leading edge : We're innovating with the latest tools and technology so we can react to market conditions quicker and help you get ahead.

Proven reliability : We always ground our innovation in our deep experience and strong financial foundation, so we're a partner you can trust.

What you'll do :

  • Participate in the global annual planning process and monthly forecasting process which involves financial modeling, coordinating and consolidating submissions from CFO teams as well as preparing management presentations.
  • Aid in the preparation of strategic plans at business unit and corporate level, new business analysis, and ad hoc analyses in coordination with Investor Relations.
  • Help implement the QRM ALM for forecasting
  • Help with the scenario planning (What-If analysis) on the impact of key items (loan growth, deposit rates, deposit betas etc.) on the P&L and capital levels
  • Support Corporate FP&A and Strategic Finance team during the quarterly earnings process
  • Performing variance analysis to understand the key drivers of the results and presenting commentary to senior managers, explaining changes from prior forecasts / budgets
  • Refine management financial reporting including KPI dashboards, monthly business reviews, board presentations, investor packages
  • Enhance controls and streamline processes, introducing automation where possible.
  • Foster collaborative relationships with business teams, implement new processes and drive continuous improvement through insightful analysis, building accountability and predictability of financial performance

What do you need?

  • 2-4 years of corporate FP&A, investment banking or consulting experience
  • FP&A experience supporting financial services industry a strong plus
  • Demonstrated experience with quantitative and qualitative analysis across financial products, performance analysis, project management of financial planning projects, developing data reporting, and analytics processes for financial services industry.
  • Strong analytical, financial modeling and problem-solving skills
  • Experience with FP&A systems (Bancware, QRM and Workday - a big plus)
  • Demonstrated ability to collaborate and effectively communicate with key stakeholders, cross-functional partners and senior leadership
  • Strong work ethic and self-initiative, with the demonstrated ability to meet demanding deadlines in a fast-paced and changing work environment.
  • Willingness to embrace unstructured environments and problems, and manipulate large data sets
  • Solid organization skills and the ability to manage multiple and competing priorities while achieving superior results.
  • Strong attention to detail
  • The ability to communicate clearly, both verbally and in writing, at all levels within the organization and externally
  • Results focused
  • Commitment to exemplifying the highest integrity and professional business standards, while exercising the utmost discretion in managing sensitive information.
  • Strong interpersonal skills with the ability to work independently and as part of a team.
  • Education :

  • Bachelor's degree preferably in finance or economics.
  • Master's degree a plus
  • Strong academic credentials.
  • CFA / CPA a plus
  • Dice

    Customers Bank is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

    We also provide "reasonable accommodations", upon request, to qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state and local laws.

    Diversity Statement :

    At Customers Bank, we believe in working smart, working together, and having fun while delivering innovative solutions and memorable experiences for our customers. We are committed to the continual advancement of a culture which reflects the value we place on diversity, equity, and inclusion. We honor the diverse experiences, perspectives, and identities of our team members, and we recognize that it is their passion, creativity, and integrity that drives our success. Step into your future with us! Let's take on tomorrow.

    Salary : $100,000 - $120,000

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