Zions Bancorporation

Strategic Financial Analyst - FP&A - Salt Lake City or Houston

Zions Bancorporation$75K — $90K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Advanced Excel skills required (INDEX-MATCH, XLOOKUP, VBA, etc.)
  • Experience with Hyperion preferred
  • Familiarity with bank products and financial statements preferred
  • Understanding of banking capital regulatory environment is a plus
  • Desire for continuous process improvement
  • Ability to manage deadlines and changing requirements
  • Experience with SQL for data manipulation is a plus
  • Experience with SAP Business Objects is a plus
  • 2-4 years of relevant experience required; higher experience preferred
  • Bachelor's degree in finance, economics, math, or related discipline preferred

Responsibilities

  • Create executive and board-level presentations on financial trends
  • Produce monthly reporting for an executive audience
  • Contribute to annual planning and quarterly forecasting processes
  • Be a subject matter expert on impactful financial items
  • Perform ad hoc analytical requests as needed

Benefits

  • Medical, Dental and Vision Insurance starting day one
  • Life and Disability Insurance, Paid Parental Leave, Adoption Assistance
  • Health Savings (HSA) and Flexible Spending Accounts (FSA)
  • Paid Training, time off, and 11 Paid Federal Holidays
  • 401(k) plan with company match and Profit Sharing
  • Mental health benefits including coaching and therapy
  • Tuition Reimbursement for related degree programs up to $5,250 per year
  • Employee Ambassador preferred banking products
Full Job Description
Zions Bancorporation is currently accepting applications for a Financial Analyst to work an in-office schedule in downtown Salt Lake City, Utah or Houston, Texas as part of the Financial Planning & Analysis (FP&A) team.

Financial Planning & Analysis is a key partner to executive and business line leaders in the company, enabling all levels of the organization to make informed, data-driven decisions to create sustainable financial performance and enhance shareholder value.

More specifically, the Corporate FP&A team is responsible for internal executive reporting, planning and ad hoc executive analytical requests. This position has a high level of exposure to executive management and insight into the financial results of the organization. It is imperative that the candidate have an eye for automation and process improvement to simplify routine processes and focus on advanced value-adding analysis.

The Financial Analyst will:

  • Create executive and board-level presentations explaining key financial trends
  • Produce monthly financial reporting for an executive audience
  • Contribute to annual planning and quarterly forecasting processes, owning the timeline for all groups within the bank and understanding the treasury and other central functions
  • Be a subject matter expert in various miscellaneous but impactful items such as FDIC insurance
  • Perform ad hoc analytical requests as needed


Qualifications:

  • Advanced Excel skills are required, including but not limited to concepts such as INDEX-MATCH, XLOOKUP, TEXT, INDIRECT, array formulas, pivot tables with calculated fields, named objects and basic VBA
  • Experience using Hyperion for reporting, planning and ad hoc analysis is preferred
  • Familiarity with bank products and bank financial statements is preferred
  • Some familiarity with the banking capital regulatory environment is a plus
  • A desire and an ability to find ways to continually improve processes and drive efficiency
  • Ability to handle periodic tight deadlines and occasional extra workload
  • Ability to contend with competing demands and occasionally changing requirements
  • Experience using SQL to query and manipulate large datasets is a plus
  • Experience using SAP Business Objects is a plus
  • 2-4 years of related work experience are required; additional experience is preferred
  • Bachelor's degree in a related or quantitative discipline (finance, economics, math, etc.) is preferred
  • Master's degree in a related or quantitative discipline may substitute for experience


Visa Sponsorship:

This Financial Analyst position is currently not eligible for employment visa sponsorship (e.g., H-1B visa). This includes, for example, situations where a candidate may have temporary work authorization while enrolled in school or upon graduation (e.g., CPT, OPT) but would need H-1B visa sponsorship within a few years of employment in order to maintain employment eligibility.

Benefits:

  • Medical, Dental and Vision Insurance - START DAY ONE!
  • Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
  • Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
  • Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays
  • 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
  • Mental health benefits including coaching and therapy sessions
  • Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
  • Employee Ambassador preferred banking products

About Zions Bancorporation

Zions Bancorporation is a bank holding company headquartered in Salt Lake City, Utah. It is the parent company of Zions Bank, which operates in 11 Western and Southwestern states. Zions Bancorporation provides banking and related services through its subsidiaries and offers a variety of commercial, retail banking, and mortgage lending products. The company was founded in 1873 and has grown through a series of mergers and acquisitions. Zions Bancorporation is publicly traded on the NASDAQ stock exchange under the ticker symbol ZION.
Learn more about Zions Bancorporation
Size
10,000 employees
Industry
Founded
1873

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