Overview
The organization is seeking an analytical Financial Analyst to connect core banking operations with corporate financial strategy. This role focuses on building predictive forecasting models and leading enterprise portfolio optimization.
Responsibilities
- Financial modeling & predictive forecasting: Design, build, and stress-test complex dynamic financial models (DCF, three-statement, scenario analyses) to forecast revenues, corporate expenditures, and capital adequacy under various market conditions.
- Variance analysis & performance stewardship: Perform deep-dive monthly and quarterly variance analyses (Budget vs. Actual), isolating key operational cost drivers, identifying revenue leakage, and delivering margin optimization insights.
- Capital allocation & profitability evaluation: Evaluate institutional commercial lending portfolios, perform asset-liability management (ALM) assessments, and build cost-benefit frameworks for large-scale corporate investments.
- Executive reporting & stakeholder delivery: Convert granular financial datasets into actionable executive dashboards and board-ready reports for business unit leaders, risk officers, and C-suite stakeholders.
Requirements
- Education & domain expertise: Bachelor’s or Master’s degree in Finance, Accounting, Economics, or a highly quantitative field. Progress toward or completion of a CFA charter or CPA designation is highly desirable.
- Financial modeling mastery: Advanced ability to construct dynamic, multi-variable financial models from scratch with flawless logic, including automated scenario selectors and sensitivity tables.
- Advanced data querying & analytics: Expert-level Microsoft Excel skills (nested formulas, Power Query, and basic VBA macros) and practical proficiency in SQL to extract and manipulate raw transactional data from core banking systems.
- Enterprise systems & BI tools: Experience deploying automated corporate dashboards using Power BI or Tableau, and working within large-scale ERP suites (e.g., SAP, Oracle, Hyperion, or Anaplan).
- Banking metrics & regulatory frameworks: Strong knowledge of banking performance indicators (NIM, ROA, ROE, efficiency ratios) and foundational understanding of financial compliance guidelines (Basel III, CCAR).
- Global collaboration & communication: Exceptional verbal and written presentation skills in English; bilingual proficiency in Mandarin, Korean, or Japanese is a plus.
Compensation & Benefits
- Employment type: Full-Time
- Base salary range: $125,000 – $160,000
- Additional compensation/benefits: Performance Bonus, Equity Options & Premium Corporate Health Benefits.