Corporate Financial Analyst

Description

About Us:

At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our employees.

We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose.

Think of us as financial partners, because at Umpqua, we believe the best way forward is together. Together for people. Together for business. Together for better.

About the Role:

In this role, you will be a key member of the Capital Planning Team and will partner extensively with colleagues across corporate and line of business functions compiling forecasts, performing maintenance over key parts of the program's infrastructure and facilitating maintenance of the macro-economic variables database. This position makes a material contribution to the capital management and stress testing program's activities and engages with associates at all levels of the company.

• Assist the Finance Manager and colleagues with models forecasting company performance. Facilitate cross-functional collaboration and manage inputs required from subject matter experts across the Bank.
• Develop, maintain and monitor quantitative (models) and qualitative methodologies to measure and analyze performance.
• Conduct special studies and collaborate with other departments in the preparation of financial or statistical forecasts. May participate in the development of company policies, practices and/or procedures.
• Assist in the remediation of internal and regulatory recommendations related to portfolio of activities and in development of business requirements.
• Develop reports and presentations for senior leadership providing insight into company performance and risk trends.
• Provide training and consultation regarding management information systems to users.
• Ensure that project output is useful, timely, and acceptable to meet needs and expectations for quality, project objectives, budget, and timeframes.
• May assist in special projects requiring handling of highly confidential and sensitive material and information.
• Other responsibilities as assigned.
• All employees are responsible for internal controls in the performance of their assigned duties. Internal control responsibilities are established in various policies, procedures, and documents, including the Code of Conduct.
• Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.
• Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
• Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.
• May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
• Actively learns, demonstrates, and fosters the Umpqua corporate culture in all actions and words.
• Takes personal initiative and is a positive example for others to emulate.
• Embraces our vision to become "Business Bank of Choice".
• May perform other duties as assigned.

About You:

• Bachelor's degree in finance, Economics, Accounting, or similar domain, required.
• Master of Business Administration or similar graduate degrees, preferred.
• 5 years of experience in an analytical role, required.
• 2 years' experience in Financial Analysis, Credit Risk, CECL, Model or a similar domain, preferred.
• FPAC, CPA, CFA or similar certifications, preferred.
• Proficiency with personal computers and related software packages such as Word, Excel, PowerPoint, financial reporting software and database management systems.
• Intermediate level skills aggregating or summarizing data using one of the following required: Power Bi, SQL, MS Excel. Advanced level skills a plus.
• Experience using Axiom EPM, Empyrean, Moody's Data Buffet and/or S&P Capital IQ Pro a plus.
• Excellent project management, analytical and research skills with a demonstrated ability to manage projects from inception through completion.
• Ability to work effectively in a team environment as well as accomplish work assignments under minimal supervision and sometimes tight schedules.
• Broad business knowledge and focus in order to apply perspective and judgment on business unit issues.
• Ability to prioritize multiple tasks successfully.
• Demonstrated ability to recognize and evaluate opportunities for process improvement and implement creative solutions.
• Ability to foster and cultivate effective working relationships and influence employees to support business goals and objectives.
• Excellent ability to interpret financial results and business indicators to identify trends and opportunities and to understand the cause and effect of the environmental factors that impact the business and its financial results.
• Effective team player.
• Effective verbal and written communication skills, frequently interacting with senior management.
• Occasional travel.

Job Location(s): Ability to work fully onsite at the posted location(s).

Lake Oswego, OR

Hillsboro, OR

Denver, CO

Tacoma, WA

Scottsdale, AZ

Spokane, WA

Portland, OR

Our Benefits:

We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $70,000.00 to 125,000.00, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process.

We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.

Our Commitment to Diversity:

Umpqua Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [email protected].

To Staffing and Recruiting Agencies:

Our posted job opportunities are only intended for individuals seeking employment at Umpqua Bank. Umpqua Bank does not accept unsolicited resumes or applications from agencies and Umpqua Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Umpqua Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.