Overview
Financial Services Specialist (Jr Personal Banker) Jobs in Clinton, NC at First Citizens Bank.
Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Profile Summary:
This job is responsible for more complex financial activities involving consolidation of the Bank corporate forecast and plan, preparing materials for quarter-end/investor relations as well as Board reporting. 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 projects, research, and evaluations of financial performance while maintaining Operational Excellence and a controls discipline.
Additional Information:
The Senior Analyst role within the Corporate Planning team is an enterprise-level role which provides an opportunity to work in a dynamic environment and gain understanding of linkages between strategic decisions and financial performance of the company. In addition to routine deliverables, ad hoc analyses and presentations, the role involves collaboration with business partners and provides exposure to different parts of the organization and leaders in the CFO group. Additional focus area for this role will be supporting the All Other segment including analysis of the revenue and expense impacts within that Segment.
Responsibilities:
Reviews, challenges, and reports on forecast and plan by comparing current performance against plan, prior periods and prior forecasts, and evaluating current and future performance trajectory
Compiles financial information from a Line of Business (LOB) and consolidated perspective for presentation to stakeholders
Develops financial management dashboards, reports, presentations, ad hoc analysis, and research using Microsoft Office Suite and Emerging Technology tools
Collaborates with teams across the Finance division to ensure integrity of the financials, sound controls, and efficient and effective procedures with limited oversight
Supports new and ongoing projects and strategic initiatives by helping to create new processes to automate key reporting capabilities and delivering on process improvements and simplifications to enable increased focus on strategic priorities
Exhibits strong attention to detail and applies analytical thinking and problem solving to deliverables while collaborating with key stakeholders and partners
Additional Responsibilities:
Consolidation of the All Other segment, understanding key drivers of both revenue and expense
Contribute to forecast analyses and reporting activities in Corporate Planning
Perform ad hoc forecast-related analyses
Contributed to Board- and senior management presentations
Partner with teams across the CFO group
Identify opportunities for simplifying and improving processes within Corporate Planning and across the CFO group and drive their execution
Required Qualifications:
Proficient in Microsoft Office suite of products with emphasis on strong Excel
Detail-oriented and result-driven
Proactive with ability to manage multiple assignments simultaneously and with little supervision
Ability to work well in a team-oriented environment
Desired Qualifications:
Bachelor’s degree
2 years of experience in the financial industry with emphasis on financial analysis
Desire to improve and simplify processes with knowledge of emerging technology
Focused on Controls and Governance routines, with an emphasis on SAFER
Eager to understand and gain experience in top of house forecast routines
An interest in improving skill set associated with executive level management reporting
Skills:
Analytical Thinking
Attention to Detail
Financial Accounting
Financial Processing
Consulting
Critical Thinking
Financial Forecasting and Modeling
Reporting
Scenario Planning and Analysis
Business Acumen
Business Analytics
Influence
Prioritization
Problem Solving
Shift:
1st shift (United States of America)
Hours Per Week:
40
Show more
Title: Financial Services Specialist (Jr Personal Banker)
Company: First Citizens Bank.
Location: Clinton, NC
