This job is responsible for more complex financial activities involving the consolidation of the bank's month-end close, planning, forecasting and capital processes.
Key responsibilities include performing forecasting, profitability analysis, financial reporting, and trend analysis using advanced modeling /software skills and assisting with ad hoc requests.
Job expectations include working with key planning and analysis partners on small projects, research, and evaluations of financial performance while maintaining Operational Excellence and a controls discipline.
The Private Bank works with clients to build a comprehensive financial strategy, providing proactive recommendations to grow and preserve wealth.
The Private Bank Finance team is part of the broader Consumer / GWIM Finance team.
The team’s primary focus is to support the business leaders by delivering all aspects of financial reporting, planning, and analytics.
Our team acts as a trusted partner enabling better decisions through transparency and strategic insights.

2+ years of professional / demonstrated work experience within financial services industry
General Ledger / EPM / Essbase Proficiency
Advanced Excel skills
Highly organized and proactive
Strong communication skills – able to communicate concepts both verbally and in writing
Detail-oriented with a control mindset and strong critical thinking skills
Proven ability working independently in a fast-paced, results-driven environment with evolving priorities
Excellent time management skills with the ability to meet critical deadlines
Demonstrated ability to work cohesively within a team-oriented environment
Demonstrated self‑motivation with a consistent track record of high performance.

Industry-leading benefits
Access to paid time off
Resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Senior Finance Analyst – Planning and Analysis

Key skills