Operations Administration Financial Analyst

Position Summary

Reporting to the Chief Operating and Digital Officer, this position provides financial insight and analytical support for the operating and digital functions of a $41 billion bank. The role translates operational and digital performance into clear, actionable insights that support both day-to-day execution and long-term strategic decision-making.

Key Responsibilities

• Collaborate with senior leaders and cross-functional teams across areas including Digital Banking, Personal Banking, Business Express, Retail Product Management, Marketing, Corporate Technology, Loan and Bank Operations, Real Estate Development, Learning & Performance, and Credit Cards.
• Analyze monthly line-of-business financial statements to identify trends, assess performance and make recommendations.
• Manage the $260 million annual Operations Administration budget and support the Bank’s strategic planning process.
• Prepare executive-level reporting and quarterly Board presentation materials, translating complex data into clear summaries for Bank leadership.
• Conduct research and analysis on industry trends and business unit performance to inform strategic decisions.
• Develop and maintain financial models, forecasts, scenario analyses, and management reporting that support near-term execution and long-range planning.
• Track key operational, productivity, and expense metrics; identify drivers of variance; and recommend actions to improve financial and operating performance.
• Partner with business and technology leaders to enhance reporting processes through automation, standardization, and appropriate use of analytical and GenAI tools.
• Ensure reports and analyses are accurate and timely, with clear documentation of methodology, assumptions, and sources.
• Prepare ad hoc analyses and presentation materials for executive leadership as needed.

Primary Highlights

• Direct exposure to executive decision-making and strategic initiatives and the ability to make an impact through analysis and insight.
• Use of automation and GenAI to streamline reporting while staying informed on emerging tools that can improve financial processes, influencing how technology supports the Bank’s operations.
• Role that blends financial expertise with practical innovation, offering room to grow into leadership, lending or specialized finance roles.

Qualifications

• Bachelor’s degree in finance, accounting, economics, business, or a related field, or equivalent relevant experience.
• Strong analytical and problem-solving skills, including the ability to interpret financial and operating results and translate them into actionable recommendations.
• Advanced proficiency in Microsoft Excel and strong presentation skills, including the ability to synthesize materials for executive audiences.
• Ability to manage multiple priorities, work independently, and maintain a high level of accuracy and attention to detail.
• Strong written and verbal communication skills with the ability to work effectively across functions and levels of leadership.