Senior Financial Analyst – Corporate Planning

At Customers Bank, we believe in working hard, working smart, working together to deliver memorable customer experiences and having fun.

Our vision, mission, and values guide us along our path to achieve excellence. Passion, attitude, creativity, integrity, alignment, and execution are cornerstones of our behaviors.

They define who we are as an organization and as individuals. Everyone is encouraged to have personal development plans.

By doing so, our team members are on their way to achieve their highest potential and be successful in their personal and professional lives.

Position Title : Senior Financial Analyst

Report to Manager : VP / ALM & Planning Manager

Department : Corporate Planning

Work Location : West Reading, PA / New York City, NY

Salary Range : The expected salary range for this position is $100,000 - $125,000. This is a good faith estimate of what we expect to pay for this position.

The final salary figure will consider skill level, experience, and location.

Who is Customers Bank?

Founded in 2009, Customers Bank is a super-community bank with over $22 billion in assets. We believe in dedicated personal service for the businesses, professionals, individuals, and families we work with.

We get you further, faster.

Focused on you : We provide every customer with a single point of contact. A dedicated team member who’s committed to meeting your needs today and tomorrow.

On the leading edge : We’re innovating with the latest tools and technology so we can react to market conditions quicker and help you get ahead.

Proven reliability : We always ground our innovation in our deep experience and strong financial foundation, so we’re a partner you can trust.

What you’ll do :

Customers Bank ( Bank ) has an immediate opening for a Senior Financial Analyst - Corporate Planning in its Finance Group.

The individual is responsible for financial planning and analysis, budgeting, monthly financial forecasts, financial modeling, financial analysis, and ad hoc analysis and reporting.

The individual will be responsible for assisting on the monthly forecast and balance sheet and income statement annual plan.

You will also complete monthly and ad-hoc forecast reporting, partner with business units for input into the ALM model, and complete variance analysis.

This role will have regular interaction with Corporate Planning, Treasury and business team financial liaisons.

Responsibilities :

• Participate in the global annual planning process and monthly forecasts which involves financial modeling, coordinating, and consolidating submissions from business teams as well as preparing management presentations.
• Perform financial modeling of strategic and business inputs.
• Provide in-depth line of business plan and monthly forecasting support and analysis, for completion of the annual plan, monthly forecast, and the three-year strategic plan.
• Analysis of fee income and operating expenses to understand trends, address line of business requests and perform variance analysis.
• Complete management financial reporting including Board Reports, dashboards, monthly business reviews and profitability reports.
• Enhance controls and streamline processes, introducing automation and clarity in process documentation.
• Understand and assume ownership of key processes to effectively participate in finance transformational efforts.
• Review and identify inconsistencies and / or issues within in the business unit’s forecast and make the appropriate changes in the model and reports.

What do you need?

• Bachelor’s degree preferably in finance, mathematics or economics.
• Master’s degree a plus
• Strong academic credentials.
• Minimum 2+ years of corporate FP&A, management consulting or investment banking experience
• FP&A experience supporting financial services industry a strong plus.
• Familiarity of banking products and processes desired.
• Ability to understand and analyze a financial institution balance sheet, income statement, and capital.
• Strong analytical, financial modeling and problem-solving skills
• Demonstrated ability to collaborate and effectively communicate with key stakeholders, cross-functional partners and senior leadership.
• Strong work ethic and self-initiative, with the demonstrated ability to meet demanding deadlines in a fast-paced and changing work environment.
• Willingness to embrace unstructured environments and manipulate large data sets.
• Solid organization skills and the ability to manage multiple and competing priorities while achieving superior results.
• Strong attention to detail
• The ability to communicate clearly, both verbally and in writing, at all levels within the organization and externally
• Results focused.
• Commitment to exemplifying the highest integrity and professional business standards, while exercising the utmost discretion in managing sensitive information.
• Strong interpersonal skills with the ability to work independently and as part of a team.

Technology Skills :

• Microsoft Office applications
• Experience with FP&A systems (experience of Essbase and Workday a plus)
• Experience with ALM systems (QRM) desired
• Knowledge of SQL

Customers Bank is 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.

Step into your future with us! Let’s take on tomorrow.