Description

You will perform financial analysis for banking products, including deposits, loans, credit portfolios, and treasury operations. You will support Finance and Risk teams in preparing regulatory reporting requirements such as Call Reports, CCAR, ALM, and Basel III metrics. Your role involves ensuring financial processes adhere to regulatory standards and internal audit guidelines while partnering with Compliance on governance documentation. You will collaborate with Technology teams to optimize financial systems, including core banking platforms (FIS, Fiserv, Temenos), ERP systems, and data warehouses. You will maintain and enhance reporting using BI tools like Power BI, Tableau, or Qlik, and write SQL queries for financial reconciliations and loan analytics. Acting as a liaison between business units and IT, you will gather requirements and translate them into functional specifications. You will ensure data accuracy across systems and present findings in clear, executive-friendly formats.

Responsibilities

• Perform financial analysis on banking products including deposits, loans, and treasury operations.
• Support regulatory reporting for Call Reports, CCAR, ALM, and Basel III metrics.
• Partner with Technology to optimize core banking platforms and data warehouses.
• Write SQL queries and maintain reporting logic for financial reconciliations.
• Translate business requirements from Finance, Risk, and Compliance into functional specifications.

Required Skills

• 2–5 years of experience as a Business Analyst or Financial Analyst in banking or financial services.
• Bachelor’s degree in Finance, Accounting, Information Systems, or related field.
• Solid understanding of banking processes: loans, deposits, treasury, GL accounting, and financial controls.
• Proficiency with Excel and BI tools (Power BI, Tableau, or Qlik).
• Experience working with financial or core banking systems.
• Strong analytical, critical-thinking, and communication skills.
• Ability to manage large, complex datasets typical of banking institutions.

Preferred Skills

• Experience with SQL or analytics languages.
• Exposure to regulatory frameworks (Basel III, CECL, FFIEC, ALM).
• Familiarity with data governance and financial data modeling within regulated environments.

Key Skills

Education

Bachelor's degree