CASY-MSCCN Jobs

Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate’s unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive.    

As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for “Best Bank” and “Best Commercial Bank” from the readers of San Diego Union-Tribune and Orange County Register . Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for “Overall Client Satisfaction” in Small Business & Middle Market Excellence Awards. 

We are looking for a seasoned Business Performance Analyst in San Diego, CA. This role provides management reporting and analysis of portfolio growth and sales activities for assigned business groups.

Job Requirements:

• Creates and analyzes financial statements and other financial documents or data to aide management in decision making process.

• Responsible to complete analysis in one or more of the following areas: cost analysis, profitability, pricing, valuation, budgeting, forecasting, financial modeling or reconciliation utilizing related analytical tools and procedures .

• Responsible for financial analysis of business transactions and planning cycle activities.

• Prepares short and long term financial planning reports of key performance indicators, ad hoc analysis reports, economic valuations and cost benefit information .

• Other duties as assigned.

  Job Qualifications:

• Requires a Bachelor's in accounting , finance or related field and 4+ years experience in accounting, financial analysis, budgets or other directly related experience . A combination of education and experience may meet qualifications.

• Extensive knowledge of financial analysis practices, principles, applications and analysis methods .

• Must have strong analytical skills .

• Ability to develop financial models .

• Strong written and verbal communication skills .

• Ability to prepare oral and written reports.

• Ability to work in a heavily deadline oriented environment.

• Ability to work individually and as part of a team.

• Ability to identify , research, coordinate and resolve issues .

• Must be organized, detail-oriented, and able to multi-task .

• Works effectively with co-workers and both internal and external customers.

• Excellent computer skills (Excel, Word, PowerPoint, Access).

  Benefits:

• Medical, Dental and Vision Insurance – START DAY ONE!

• Life and Disability Insurance, Paid Paternal 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

• 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

• Employee Ambassador preferred banking products

  This position is eligible to earn a base salary in the range of $70,000 - $102,000 annually depending on job-related factors such as level of experience.

Req ID: 064313

Equal Opportunity Employer

It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.

If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at (801) 844-7628, Mon.-Fri. between 9 a.m. - 5 p.m. MST.

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