Financial Analyst
CapitalSource Bank - Brea, CA

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Job Description:
This position will be responsible for analysis of
financial results and various special projects.
Principal Duties and Responsibilities (*Essential
functions)
  • Assist team members in various tasks, including:
1.
1. Reporting and analysis of operating results,
including researching variances and inquiries
2. Annual budgeting process
3. Preparation of investor related materials
4. Analysis of industry and peer bank data
  • Perform ad-hoc research and special projects as
necessary
Education and Experience
  • Bachelor’s degree in Finance or Accounting required
  • At least 2 years of relevant work experience (or)
equivalent combination of education and experience
that would indicate ability to perform duties as
outlined above
Knowledge, Skills, and Abilities
  • Strong Excel skills required; financial modeling
experience a plus
  • Understanding of financial statements and related
concepts and terminology
  • Ability to manage multiple tasks and meet deadlines
  • Good verbal and written communication skills
Competencies
Supporting Change: Being comfortable with a changing
environment and displaying the ability to adapt to such
an environment. Supporting innovation
Communicating Effectively: Clearly conveying ideas in a
manner that engages others and helps them understand and
retain the message. Sharing information. Listening and
involving others
Championing Customer Needs: Providing timely and
professional service to both internal and external
customers. Being responsive to customer needs and
requests while always being courteous. Considering the
needs of the customer when making decisions
Demonstrating Initiative: Taking action on his/her own
without being prompted. Handling problems independently
when appropriate and resolving issues without relying on
extensive help from others. Doing more than is expected
or asked.
Delivering High Quality Work: Making sure
responsibilities central to the role meet all
requirements and expectations. Finishing tasks promptly
and critically reviewing work to ensure quality and
accuracy. Considering impact of work to others and
taking steps to mitigate. Seeking additional work after
finishing tasks

CapitalSource Bank - 18 months ago - save job - block
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