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Retail Business Strategy Analyst
Union Bank
Los Angeles, CA, United States
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Provides comprehensive and complex financial and business analyses for the Branch and Private Banking team. Prepares complex analytical reports. Interprets data to provide insights and recommendations. Conducts and directs technical research and analysis projects. Supports the strategic direction of the bank and helps drive profitability or efficiency. Makes presentations to management and partners.
Major Responsibilities:
• Conduct complex financial and business analyses to provide information and recommendations to management, such as variance, trend, peer group, budget, or performance analyses.
• Provide written analyses and interpretation of results.
• Propose recommendations and present findings to executive management.
• Partner with various sales and product channels to determine risks and opportunities and develop solutions for efficiencies.
• Develop and run complex financial models to produce projections, simulate scenarios, and obtain comparative financial data.
• Establish financial and business assumptions and critical decision variables.
• May develop and track key performance indicators.
• May provide work direction to junior analysts or act as project leader.
Qualifications
• Requires a degree from a four-year college (e.g., B.A., B.S.) and 3+ years of technical experience as a financial or business analyst or equivalent, comparable experience.
• One or more of the following designations: MBA, CFA, CPA and/or Big 4 Consulting/Audit is preferred.
• Requires the ability to design and develop spreadsheets and presentations for self and others.
• Requires the ability to communicate comfortably and concisely with executive management.
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.
We are proud to be an Equal Opportunity / Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspectives, and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate in employment decisions on the basis of any protected category.
A conviction is not an absolute bar to employment. Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions. Additionally, it's the bank's policy to only inquire into a candidate's criminal history after an offer has been made. Federal law prohibits banks from employing individuals who have been convicted of, or received a pretrial diversion for, certain offenses.