Financial Analyst

At Customers Bank, we believe in working hard, working smart, working together to deliver memorable customer experiences and having fun. Our vision, mission, and values guide us along our path to achieve excellence. Passion, attitude, creativity, integrity, alignment, and execution are cornerstones of our behaviors. They define who we are as an organization and as individuals. Everyone is encouraged to have personal development plans. By doing so, our team members are on their way to achieve their highest potential and be successful in their personal and professional lives.

Must be legally eligible to work in the United States without sponsorship, now or in the future, to be considered.

Who is Customers Bank?

Founded in 2009, Customers Bank is a super-community bank with over $22 billion in assets. We believe in dedicated personal service for the businesses, professionals, individuals, and families we work with.

We get you further, faster. 

Focused on you: We provide every customer with a single point of contact. A dedicated team member who’s committed to meeting your needs today and tomorrow.

On the leading edge: We’re innovating with the latest tools and technology so we can react to market conditions quicker and help you get ahead.

Proven reliability: We always ground our innovation in our deep experience and strong financial foundation, so we’re a partner you can trust.

What You’ll Do:

Customers Bank (“Bank”) has an immediate opening for a Financial Analyst in the Mortgage Warehouse division. The individual is responsible for financial planning and analysis, budgeting, monthly financial forecasts, financial modeling, financial analysis, and ad hoc analysis and reporting. The individual will be responsible for completing end-of-day close out and reporting as well as assisting on the monthly forecast and balance sheet and income statement annual plan. You will also complete monthly and ad-hoc forecast reporting, partner with finance and accounting, and complete various analysis. This role will have regular interaction with management and financial team liaisons.

Responsibilities:

• Participate in the annual planning process and monthly forecasts which involves financial modeling, coordinating, and preparing management presentations.
• Perform financial modeling of strategic and business inputs.
• Provide in-depth line of business plan and monthly forecasting support and analysis, for completion of the annual plan, monthly forecast, and the three-year strategic plan.
• Analysis of income and operating expenses to understand trends, address line of business requests and perform variance analysis.
• Complete management financial reporting including dashboards, monthly business reviews, profitability reports and other reports as necessary.
• Enhance controls and streamline processes, introducing automation and clarity throughout business line.
• Review and identify inconsistencies and/or issues within the business unit’s forecast and make the appropriate changes in the model and reports.

What Do You Need?

• Bachelor’s degree preferably in finance, mathematics or economics.
• 1-5 years of financial or business analyst experience.

• Strong academic credentials.
• Experience in banking desired, but not necessary.
• Working hours for this role are expected to be approximately from 12:00pm – 8:00pm EST and are subject to change.
• Experience supporting financial services industry a strong plus.
• Familiarity of banking products and processes desired.
• Ability to understand and analyze a financial institution balance sheet, income statement, and capital.

• Strong analytical, financial modeling and problem-solving skills
• Ability to collaborate and effectively communicate with key stakeholders, cross-functional partners and senior leadership.
• Strong work ethic and self-initiative, with the demonstrated ability to meet demanding deadlines in a fast-paced and changing work environment.
• Willingness to embrace unstructured environments and manipulate large data sets.
• Solid organization skills and the ability to manage multiple and competing priorities while achieving superior results.
• Strong attention to detail.
• The ability to communicate clearly, both verbally and in writing, within the organization and externally.
• Commitment to exemplifying the highest integrity and professional business standards, while exercising the utmost discretion in managing sensitive information.
• Strong interpersonal skills with the ability to work independently and as part of a team.

Technology Skills:

• Ability to work with the Microsoft Suite and learn/work with other Customers Bank’s applications.
• Experience with FP&A systems (experience of Essbase and Workday a plus)
• Experience with Power BI desired
• Experience utilizing various AI platforms desired
• Experience with Microsoft Access databases desired

Customers Bank is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

We also provide “reasonable accommodations”, upon request, to qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state and local laws. 

Diversity Statement:

At Customers Bank, we believe in working smart, working together, and having fun while delivering innovative solutions and memorable experiences for our customers. We are committed to the continual advancement of a culture which reflects the value we place on diversity, equity, and inclusion. We honor the diverse experiences, perspectives, and identities of our team members, and we recognize that it is their passion, creativity, and integrity that drives our success. Step into your future with us! Let’s take on tomorrow.