Overview
Location: 127 Public Square, Cleveland, Ohio
This position supports financial performance and strategic market expansion for the Commercial Bank. The role requires strong partnership and communication skills, along with close collaboration with senior leadership across the Line of Business and Finance. Strong analytical skills, an enterprise mindset, and knowledge of financial and profitability concepts are essential.
Responsibilities
- Partner closely with Regional Sales Executives in the Commercial Bank
- Provide monthly/quarterly reporting analyzing financial results and performance to targets and progress to strategic initiatives
- Own the short- and long-term forecasting process
- Develop or enhance driver-based forecast models for the Commercial Bank loan portfolio and associated fees
- Develop full-funnel reporting for new markets performance and profitability
- Conduct ad hoc analyses on market performance, including post-mortem analyses
- Present to senior leadership on a quarterly or monthly basis, translating business driver trends into forward-looking risks and opportunities
- Complete required external and regulatory reports as needed
- Provide research on miscellaneous items and complete ad hoc analysis as necessary
- Build strong working relationships with business unit leadership, peers, and partners
Requirements
- Bachelor’s degree (Finance, Accounting or related field)
- 4+ years of diverse analytical experience in Finance, preferably with exposure to banking
- Organized self-starter who can think and work independently and creatively
- Strong financial and/or accounting acumen
- Excellent interpersonal skills with the ability to establish solid working relationships with multiple teams and individuals with varying levels of expertise
- Proven team player willing to assist others as needed to ensure group deadlines are met and quality standards achieved
- Detail oriented with the ability to thoroughly analyze and resolve issues with limited direction
- Proficient in Microsoft Office Suite (Excel, Access and PowerPoint)
- Ability to manage time and prioritize multiple tasks effectively
Preferred Qualifications
- Experience with data visualization applications (Tableau)
- Experience with financial management software applications (Workday Financials, Adaptive Planning, Essbase)
- Experience with SQL and Google BigQuery
- Commercial Banking experience
Compensation & Benefits
- Base salary range: $71,000.00 - $125,000.00 annually
- Placement within the pay range may differ based upon skills, experience, and geographic location
- Eligibility for incentive compensation, which may include production, commission, and/or discretionary incentives
- Benefits eligibility is available based on the role
- Work arrangement: in-office presence prioritized, with flexible options in circumstances where the role can be performed effectively in a mobile environment
Equal Employment Opportunity
The employer is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status, or any other characteristic protected by law.
Accessibility
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply may request reasonable accommodations.