Finance Co-Op

About the role

Assist in financial planning and forecasting, conduct financial analysis, support management reporting, collaborate across teams, participate in process improvement, drive project execution, and support quarterly earnings activities.

Responsibilities

• Support the annual planning and monthly forecasting processes, including updating models, gathering data from business units, and helping consolidate submissions.
• Perform variance and trend analyses to explain key drivers of business performance compared to budget and forecast.
• Help prepare management reports, KPI dashboards, and presentations for leadership and board reviews.
• Work closely with Corporate FP&A, business partners, and Accounting to ensure accurate and timely financial information.
• Support efforts to streamline reporting, automate manual tasks, and enhance data accuracy and efficiency.
• Assist in conducting "what-if" scenario analysis and other ad hoc financial projects to support strategic and operational decisions.
• Provide analysis and data preparation as part of the quarterly results and investor relations support process.
• Participate in key projects across Finance by creating key collateral and testing documentation as well as drafting communications to assist with change management.

Requirements

• Strong analytical and quantitative skills with a basic understanding of financial statements.
• A high attention to detail with the ability to work accurately with data.
• The ability to manage multiple tasks and meet deadlines in a fast-paced environment.
• Clear communication skills and the ability to collaborate across teams.
• Resourcefulness and the ability to take ownership of tasks by researching, problem-solving, and following through to completion.
• Curiosity and proactivity, with a willingness to learn and ask questions.
• A team-oriented mindset with a strong desire to contribute and grow within FP&A.
• Demonstrates professionalism, integrity, and a commitment to continuous improvement.

Qualifications

• Proficiency in Excel and PowerPoint.
• Exposure to financial systems (Workday Adaptive, Workday Financial, QRM, or similar) is a plus.
• Familiarity with AI and automation tools that support productivity, workflow efficiency, and client engagement.

Skills

• Strong analytical and quantitative skills.
• Attention to detail and accuracy with data.
• Ability to manage multiple tasks and meet deadlines.
• Effective communication and collaboration skills.
• Resourcefulness and problem-solving abilities.
• Curiosity and proactive approach to learning.
• Team-oriented mindset and willingness to contribute and grow.
• Professionalism, integrity, and commitment to continuous improvement.

Benefits

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.

Pay

An hourly rate of $25.00 per hour is what we expect to pay for this position, based on overall skills and experience.

Schedule

Not specified.

Benefits

Not specified.

Pay

Not specified.

Schedule

Not specified.

Benefits

Not specified.

Equal Opportunity Employer

We are 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.