Senior Finance Analyst jobs at First Citizens Bank - 30 jobs
Senior Operational Readiness Analyst (Remote)
First Citizens Bank 4.8
Senior finance analyst job at First Citizens Bank
This is a remote role that may be hired in several markets across the United States. As First Citizens Bank continues to grow and mature within the Large Financial Institution (LFI) space, we are investing in greater resilience, responsiveness, and operational discipline across our technology and business landscape. The Operational Readiness Specialist ensures that new projects, systems, processes, or facilities are fully prepared for safe, efficient, and successful operation prior to launch. This role bridges the gap between project delivery and ongoing operations, coordinating stakeholders, validating requirements, identifying risks, and confirming that all people, processes, and tools are in place for a seamless transition. The ideal candidate combines strong organizational, analytical, and leadership skills with hands-on experience developing frameworks, processes and documentation that enable sustainable and resilient operations.
Responsibilities
Readiness Planning:
Develop, maintain and execute operational readiness plans, checklists, and transition frameworks to support successful project rollout.
Lead readiness assessments to confirm that processes, documentation and systems are completed before go-live.
Coordinate readiness gates, stakeholder sign-offs, and post-implementation reviews.
Cross-Functional Coordination:
Collaborate with operations, business units, SRE teams and project teams to align deliverables, requirements, and expectations.
Risk Identification & Mitigation:
Identify operational risks, gaps, and dependencies; recommend and track mitigation actions.
Develop and track mitigation strategies that prevent disruption during deployment
Support issues resolution and provide post-launch stabilization oversight
* Process & Procedure Development:
Ensure operational procedures, workflows, SOPs, and contingency plans are created, validated, and approved prior to go-live.
* Training & Competency:
Coordinate and validate staff training, competency assessments, and resource readiness.
* Documentation & Handover:
Ensure all operational documentation is complete, accurate, and transferred to operational teams.
* Performance Metrics:
Develop and track readiness KPIs and provide regular status reports to leadership.
* Continuous Improvement:
Capture lessons learned and contribute to improving the organization's operational readiness framework and methodologies.
Qualifications
Bachelor's Degree and 6 years of experience in Technical work in Application Development, Server Administration, Information Security or Engineering OR High School Diploma or GED and 10 years of experience in Technical work in Application Development, Server Administration, Information Security or Engineering
Preferred education/experience:
* Bachelor's degree in business, operations management, engineering, project management, or related field (or equivalent experience).
* 5-8+ years' experience in operations, project coordination, commissioning, or process improvement within complex environments
* Strong understanding of operational workflows, change management and service introduction principals.
* Demonstrated experience managing cross-functional stakeholders.
* Excellent problem-solving and risk-assessment skills.
* Strong communication, organization, and documentation abilities.
* Familiarity with project management methodologies is an asset.
* Industry-specific certifications (e.g., Lean, Six Sigma, ITIL, PMP) are beneficial.
Core Competencies
* Strategic and analytical thinking
* Attention to detail
* Collaboration and stakeholder management
* Adaptability in fast-paced environments
* Process-oriented mindset
* Strong facilitation and communication skills
This job posting is expected to remain active for 45 days from the initial posting date listed above. If it is necessary to extend this deadline, the posting will remain active as appropriate. Job postings may come down early due to business need or a high volume of applicants.
The base pay for this position is generally between $108,000 and $165,000. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************
$108k-165k yearly 15d ago
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Risk Analyst III, CCAR/CECL Model Validation (Remote)
First Citizens Bank 4.8
Senior finance analyst job at First Citizens Bank
Overview This is a remote role that may be hired in several markets across the United States. This position is within First Citizens Bank's Model Risk Management (MRM) team and plays a critical role in ensuring the integrity, reliability, and regulatory compliance of the bank's credit risk models. The primary focus is on the independent validation of models used for CCAR (Comprehensive Capital Analysis and Review) stress testing and CECL (Current Expected Credit Loss) frameworks, both of which are essential components of the bank's risk management and capital planning processes. The models supported by this role span a broad range of lending portfolios, including Residential Mortgages, Credit Cards, Auto Loans, Home Equity Lines of Credit (HELOC), Commercial & Industrial (C&I) Loans, Commercial Real Estate (CRE), Equipment Finance, and Innovation Economy segments. The analyst will collaborate with validation manager and director to conduct independent model validations for one or more specific areas based on their background and expertise. This role provides an excellent opportunity for the analyst to rotate within the team, gaining a comprehensive and holistic understanding of CCAR stress testing and CECL frameworks. Responsibilities *
Comprehensive Model Validation: Conduct thorough and comprehensive validations of various model components, ensuring that they are accurate, reliable, and aligned with the intended business objectives and regulatory requirements. This includes but is not limited to: * Model Inputs Analysis: Apply data analysis techniques to assess the quality, integrity, and appropriateness of data used in the models. Examine data extraction, cleaning, transformation processes, and evaluate data-related assumptions and limitations. * Model Framework Evaluation: Scrutinize the model design and construction, verifying the suitability of the modeling framework and theory for the intended use. Review model segmentation, variable selection, model testing procedures, and evaluation model assumptions, limitations, and risks. * Model Code Review: Review model code to ensure correctness, accuracy, and absence of material errors. Collaborate with model owners to address any identified issues. * Outcomes Analysis: Assess both in-sample and out-of-sample back test results; evaluate sensitivity and scenario testing, stress testing, and quantitative and business performance metrics. * Benchmark Model Development: Develop models using alternative approaches to assess the performance of the champion model against benchmark models. * Risk Identification and Mitigation: Provide effective challenges and identify potential model risks. Recommend appropriate mitigation measures and enhancements to improve model quality and compliance with regulatory standards. * Documentation and Reporting: Produce high-quality, comprehensive validation reports that clearly communicate findings, recommendations, and potential risks to both technical and non-technical stakeholders. Ensure that validation documentation adheres to internal standards. * Audit and Regulatory Review Support: Assist model validation manager in gathering and providing materials requested by internal audit and regulators, drafting responses to questions, and defending validations in exams. * Continuous Learning and Improvement: Stay up-to-date with emerging trends and best practices in model validation and regulatory requirements. Contribute to the enhancement of the model validation framework by suggesting process improvements and implementing industry-leading methodologies. * Qualifications Bachelor's Degree and 2 years of experience in Risk Analytics or Analytics OR High School Diploma or GED and 6 years of experience in Risk Analytics or Analytics Preferred Qualifications: * Advanced degree (Master's or Ph.D.) in a quantitative field (e.g., Statistics, Data Science, Economics, Applied Mathematics, Engineering, or a related discipline). * This position is open to candidates at both junior and senior levels, depending on experience. Applicants with 2+ years of relevant experience may be considered for the Risk Analyst III role, while those with 5+ years of experience may qualify for the Senior Risk Analyst position. * Proficiency in modeling techniques (e.g., linear regression, logistic regression, survival analysis, time series model, machine learning) and programming languages (e.g., SAS, Python, R, SQL) * Strong understanding of regulatory requirements, particularly those related to stress testing and capital planning. * Excellent problem-solving skills, attention to detail * Excellent written and verbal communication skills. This job posting is expected to remain active for 45 days from the initial posting date listed above. If it is necessary to extend this deadline, the posting will remain active as appropriate. Job postings may come down early due to business need or a high volume of applicants. The base pay for this position is generally between $90,000.00 and $140,000.00. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************
$90k-140k yearly 30d ago
KYC Review Analyst Senior- Ops
City National Bank 4.9
Newark, DE jobs
WHAT IS THE OPPORTUNITY? Conduct Enhanced Due Diligence background investigations for commercial loan borrowers in adherence with credit policy and compliance with BSA and USA Patriot Act. Responsible for the quality assurance and integrity of the "Know Your Client" (KYC) program on new and existing client relationships. Perform review and provide clearance on potential negative news alerts for new clients or during periodic client reviews. Perform prospect client reviews and provide recommendations prior to onboarding prospects as well as other referrals from line units.
WHAT WILL YOU DO?
Conduct Periodic Reviews of clients to determine compliance risk, identify deviations from expected behaviors based on client profile and update profile to determine accuracy of client risk level.
The KYC Review (Analyst - Senior) will perform Enhance Due Diligence (EDD) reviews for commercial loan borrowers and prospect reviews utilizing a variety of internal bank systems and external research tools, subscription based websites, public records to investigate, research, and prepare documentation/summaries consistent with resolution of investigation.
KYC - the analyst is able to review and verify that a Know Your Client (KYC) is completed for new accounts, and Anticipated Activity questions for Business and Individual clients with new transactional accounts.
KYC - the analyst is able to perform review and clearance of potential negative news alerts on new clients and during periodic client reviews and escalate true matches accordingly.
Escalate restricted or prohibited activity consistent with CNB policy requiring BSA Escalation discovered through research to HRC (High Risk Client) and/or unusual activity to Compliance Investigations.
May assist with training of new hires and conduct quality control review/adit of junior level analyst reviews.
May Participate in and complete ad-hoc projects.
Perform timely investigations with well-reasoned and supported decision-making. Conducts follow-up with line colleagues for any missing or necessary information. Completes required training. Performs other duties as assigned or requested.
WHAT DO YOU NEED TO SUCCEED?
Required Qualifications*
Bachelor's Degree or equivalent
5+ years experience in Banking Services, branch operations, risk management or related function
3 years of BSA/AML experience
2+ years experience using Microsoft Office
Additional Qualifications
Analytical skills, solid understanding of deposit and loan transactions, use of good judgment, attention to detail, internet savvy, good knowledge of Bank Secrecy Act and USA PATRIOT acts. Great communication and writing skills.
WHAT'S IN IT FOR YOU?
Compensation
Starting base salary: $71,869 - $114,797 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
Benefits and Perks
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
Generous 401(k) company matching contribution
Career Development through Tuition Reimbursement and other internal upskilling and training resources
Valued Time Away benefits including vacation, sick and volunteer time
Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
Career Mobility support from a dedicated recruitment team
Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our Benefits and Perks.
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
$71.9k-114.8k yearly 1d ago
KYC Review Analyst Senior- Ops
City National Bank 4.9
Newark, DE jobs
WHAT IS THE OPPORTUNITY? Conduct Enhanced Due Diligence background investigations for commercial loan borrowers in adherence with credit policy and compliance with BSA and USA Patriot Act. Responsible for the quality assurance and integrity of the "Know Your Client" (KYC) program on new and existing client relationships. Perform review and provide clearance on potential negative news alerts for new clients or during periodic client reviews. Perform prospect client reviews and provide recommendations prior to onboarding prospects as well as other referrals from line units.
WHAT WILL YOU DO?
* Conduct Periodic Reviews of clients to determine compliance risk, identify deviations from expected behaviors based on client profile and update profile to determine accuracy of client risk level.
* The KYC Review (Analyst - Senior) will perform Enhance Due Diligence (EDD) reviews for commercial loan borrowers and prospect reviews utilizing a variety of internal bank systems and external research tools, subscription based websites, public records to investigate, research, and prepare documentation/summaries consistent with resolution of investigation.
* KYC - the analyst is able to review and verify that a Know Your Client (KYC) is completed for new accounts, and Anticipated Activity questions for Business and Individual clients with new transactional accounts.
* KYC - the analyst is able to perform review and clearance of potential negative news alerts on new clients and during periodic client reviews and escalate true matches accordingly.
* Escalate restricted or prohibited activity consistent with CNB policy requiring BSA Escalation discovered through research to HRC (High Risk Client) and/or unusual activity to Compliance Investigations.
* May assist with training of new hires and conduct quality control review/adit of junior level analyst reviews.
* May Participate in and complete ad-hoc projects.
* Perform timely investigations with well-reasoned and supported decision-making. Conducts follow-up with line colleagues for any missing or necessary information. Completes required training. Performs other duties as assigned or requested.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree or equivalent
* 5+ years experience in Banking Services, branch operations, risk management or related function
* 3 years of BSA/AML experience
* 2+ years experience using Microsoft Office
*Additional Qualifications*
* Analytical skills, solid understanding of deposit and loan transactions, use of good judgment, attention to detail, internet savvy, good knowledge of Bank Secrecy Act and USA PATRIOT acts. Great communication and writing skills.
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $71,869 - $114,797 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
$71.9k-114.8k yearly 52d ago
Supervisor Financial Reporting
City National Bank 4.9
Los Angeles, CA jobs
WHAT IS THE OPPORTUNITY? As a member of the Financial Reporting team, the Financial Reporting Lead will participate in all aspects of CNB's financial reporting per U.S. GAAP, accounting month-end and quarter-end close process, subsidiary reporting to the parent, other routine or ad hoc reporting as assigned, and technical accounting research. The Financial Reporting Lead will be responsible for the timely and accurate preparation and coordination of the Bank's annual financial statements, parent reporting, and projects that may be assigned from time to time. The Financial Reporting Lead will also support the maintenance and development of the Bank's financial accounting reporting system and tools. This position may be responsible for leading one or more Financial Reporting team members in daily tasks or team projects.
WHAT WILL YOU DO?
* Coordination, preparation and review of the Bank's annual financial statements.
* Prepares and supports the reporting needs by RBC and RBC IHC for their reporting needs for the Bank's activities and transactions
* Participates in the month-end and quarter-end close process.
* Compiles the support needed in the submission for assigned regulatory filings per FRB or OCC's reporting requirements.
* Provides PeopleSoft support to members of the Controller's Group and other bank departments as it relates to areas in PeopleSoft that financial reporting is responsible for overseeing or well-versed in. Responsibilities include, but are not limited to: maintaining PeopleSoft reporting trees and existing nVision reports, building new nVision reports, building and running queries, trouble-shooting issues, etc.
* Participates in the design and implementation of enhancements to financial accounting systems and processes.
* Supports the technical accounting research projects. This role also supports the technical accounting needs of other departments in the Company.
* Assists in developing, documenting and maintaining accounting policies and procedures. Assists in the implementation of new accounting standards.
* Participates in other special projects.
* May supervise other staff members. Participates in staff development.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree or equivalent
* Minimum 5 years of accounting experience within Big 4 accounting firm or mid-tier accounting firms and/or publicly-held company required.
* Minimum 1 year of supervisory experience required.
*Additional Qualifications*
* Excellent knowledge of U.S. GAAP
* Experience in the financial services industry preferred.
* Prior SEC reporting experience preferred.
* Experience with technical accounting research and documentation preferred. Ability to propose company positions on reporting and accounting issues.
* Strong quantitative and qualitative analysis skills; excellent written and oral communication skills required.
* Excellent knowledge of financial accounting reporting systems and software tools. Proficiency with MS Office software suite, particularly Excel. Experience in PeopleSoft and nVision preferred.
* Ability to interact effectively with all levels of colleagues, both within the Finance Division and throughout the Bank, including senior and executive management, external auditors and third-party consultants.
* Results oriented with strong organizational, time management and project management skills.
* Experience in documenting policies, procedures and process flows.
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $77,000 - $143,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
$77k-143k yearly 60d+ ago
Financl Oprtns Srvcs Anlyst - Ldrship Excellence Anlyst Program
City National Bank 4.9
Newark, DE jobs
WHAT IS THE OPPORTUNITY? The Banking and Investment Services Leadership & Excellence Analyst Program (LEAP) is designed to develop the technical skills, business acumen, and leadership abilities of new or recent graduates and high-performing, high-potential colleagues. The goal of the LEAP program is to accelerate the development of future leaders by providing participants varied experiences that enable them to learn, contribute, and integrate within the bank. During this program, you will have the opportunity for three 6-month rotations through various teams within B&IS. In addition, you will also participate in forums and projects specifically designed for holistic growth and education across:1. Leadership & Mentorship2.Business, Products, and Clients3.Industry and InnovationThe rotational program is designed to provide the colleague with varied, but deep exposure into many of the products and services offered by City National Bank through both experiential, hands-on work, as well as mentorship, project experience, and an opportunity for continued education and networking. Focus areas will include both technical (data, analytics, automation, agile program delivery) and professional (executive presence, effective communication, leadership style) skill development. Hands-on work and projects will range in scope, allowing you to showcase your talents to a broad range of colleagues and executives, while giving you the experience necessary to thrive at CNB and in a professional setting.Specific rotational roles will include, but not limited to:-Operations and client & colleague service support for our 3 business areas: Commercial & Corporate Banking, Banking & Wealth Management, and Entertainment Banking -Trading and service support for our new clients and new accounts, specialty finance, interest rate, fixed income, supply chain, and a variety of other operations-based functions-Transaction and processing support across payment platforms offered through City National Bank, including Zelle, Wires, Checks, ACH, and Real Time Payments-Risk and Control coverage across our businesses and processes with an interface to internal audit and second line of defense-Program and project management responsibilities to drive strategy initiatives and transformation efforts across our businesses Specific experience and knowledge will be gained:-Cross-asset and cross-product investments-Management of real time risk, reporting, and escalation-High Profile and High Net Worth Client and Advisor service-Data driven approach to safety, soundness, planning, and forecasting-Future technologies, and change management practice to implementation
WHAT WILL YOU DO?
* Participates in cross-functional rotation assignments in various aspects of Banking and Investment Services; develop an understanding of the full suite of City National Banks B&IS functions while gaining hands-on experience
* Gains industry and organizational knowledge through daily business interactions and job assignments while working closely with key company stakeholders
* Completes rotations across trading, payments, new accounts for clients and client service activities, risk and/or strategy teams
* Works cross-functionally on short and long-term projects and initiatives focused on growth and efficiency
* Develops business, financial, and analytical skills needed for career at CNB
* Understands CNB's culture and strategy and the overall vision of the bank
* Gains knowledge of banking systems and processes, risk management principles, framework, and internal controls
* Utilizes knowledge and learned skills to identify opportunities to improve processes, tackle complex projects, provide innovative business solutions and recommendations
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree or equivalent
* 1 year experience in MS office application
*Additional Qualifications*
* Career interest in banking preferred.
* Proven leadership skills, with the ability to lead projects and build relationships
* Excellent verbal and written English communication skills, as well as confidence to "speak up" with poise to deal with challenging situations.
* Must be proficient in multi-tasking and prioritizing projects.
* Problem solving, analytical and decision-making skills with strong business acumen.
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $24.46 - $36.69 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
$24.5-36.7 hourly 52d ago
Auditor II- Treasury/Finance
City National Bank 4.9
Los Angeles, CA jobs
WHAT IS THE OPPORTUNITY? The auditor will work within a team and on occasion as an individual contributor on routine audit assignments testing internal controls and ensuring compliance with bank policies, procedures, and regulatory requirements. Assigned to one of the following areas: Financial, operational and process audits to assess the adequacy of the banks internal control environment. Fiduciary and private banking audits in corporate, employee benefit, and personal trust relationships, propriety mutual funds, security sales and trading, and insurance activities. Compliance with various laws, rules, regulation, and other regulatory pronouncements.
What you will do
* Completes time sheets and expense reports in a timely manner.
* Complies fully with all Bank Operational and Credit policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.).
* Completes all required training.
* Develops a general knowledge of the business, regulatory and accounting and control environment in which City National Bank operates.
* Keeps informed of new services, products and events that have a significant technology and business impact.
* Keeps abreast of changes in the business, regulatory, accounting and control environment in which City National operates, particularly in areas where audit responsibilities are assigned.
* Assists the Senior Auditor and or Audit Manager in the development of the audit scope.
* Holds preliminary discussions and interviews with auditees prior to the beginning of the field work.
* Prepares narratives/flowcharts detailing internal controls of area audited.
* Documents the workflow in the area audited, develops audit programs or procedures, and updates audit programs as necessary.
* Performs program procedures and documents work performed, test results and conclusions using work paper preparation guidelines.
* Holds discussions/interview with auditee to gather information, obtains explanations and supporting data/information and documents audit findings and the conclusions drawn.
* Keeps the Senior Auditor and/or Audit Manager abreast of progress, issues and audit matters as they arise.
* Contributes to the drafting of audit observation sheets and audit reports.
* Supports and or participates in audit exit meeting with management.
* Ensures written reports are properly prepared and formatted for distribution.
*Must-Have**
* Bachelor's Degree or equivalent
* Minimum 3 years experience in performing internal control audits and risk assessments required.
* Minimum 1 year of public accounting and/or private industry experience with knowledge of accounting, finance and internal control areas required.
*Skills and Knowledge*
* Understanding of risks, internal controls, work paper documentation and issue identification concepts and experience in applying them to plan, perform, and report on the evaluation of various business processes/areas/functions.
* Ability to work independently or under the guidance and supervision of a Senior Auditor.
* Strong verbal and written communication skills, to effectively present to peers and management.
* Ability to exhibit leadership skills needed to convey ideas and obtain management buy-in for constructive change.
* Understanding of internal auditing standards, COSO and risk assessment practices.
* Understanding of the technical aspects of accounting and financial reporting.
* Experience in performing multiple projects and working with varying team members.
* Prior financial services industry experience is a plus.
*Compensation*
Starting base salary: $60,500 - $104,500 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
**To be considered for this position you must meet at least these basic qualifications*
The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues. Get an inside look at our ****************************************************************************************************
ABOUT CITY NATIONAL
City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $92.03 billion in assets as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C. and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets. City National is dedicated to strengthening communities, and in 2023 alone, the company made more than $11 million in charitable contributions to nonprofits that support the communities it serves.
*City National Bank does business in Miami and the state of Florida as CN Bank.
For more information about City National, visit *********************
*EQUAL OPPORTUNITY EMPLOYER & REASONABLE ACCOMMODATION*
City National Bank is an equal opportunity employer committed to promoting and maintaining a diverse, equitable and inclusive working environment where differences are valued and encouraged. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by the laws or regulations in the locations where we operate or in our Code of Conduct. **************************************************************************************************
If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for any part of the employment process. Please contact us via mailto:*************************) or leave a message at *************. These contact methods are dedicated to applicants whose disability prevents them from successfully applying online. Only messages left for this purpose will be returned. Responses may take up to two business days.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
\#LI-KTB
\#CA-KTB
$60.5k-104.5k yearly 60d+ ago
Finance Manager I
City National Bank 4.9
Los Angeles, CA jobs
WHAT IS THE OPPORTUNITY? This position is responsible for performing as a strategic financial business partner with one or more Lines of Business (LOBs) and defining, building, and leading the financial strategic direction of their respective LOBs consistent with the Bank's objectives.
WHAT WILL YOU DO?
* Prepare the annual budget for the LOBs, ensuring goals are in line with Bank objectives. Maintain budget models and ensure assumptions are reasonable, accurate, and have integrity. Prepare budget presentations and present results to executive management.
* Prepare quarterly forecasts and participate in the quarterly review process with executive management. Review quantitative and qualitative details to ensure they are accurate and rational; ensure LOB forecasts and objectives are within acceptable guidelines to compliment the Bank's performance expectations.
* Prepare and review monthly management reporting, including financials and any other analytics appropriate for the LOBs. Ensure financials are accurate and distributed in a timely manner. Provide analytics and commentary to the LOB executives, highlighting material trends, variances, and other pertinent findings.
* Prepare business cases for talent acquisitions, office openings/closures, product introductions/eliminations, and other ad hoc purposes, and make recommendations based on the impact to the LOB's and Bank's profitability.
* Meet with assigned division executive(s) regularly to keep current with challenges, opportunities, and potential changes. Continually look for ways to increase revenue and reduce expenses by reviewing division analytics regularly.
* Conducts special financial projects and participates in various task forces and committees as required by senior management.
* Develop and implement ideas and strategies to improve processes and communication.
* Supervise workflow and provide expertise and direction to support staff as needed.
* Complies fully with all Bank policies and procedures, as well as all regulatory requirements.
* Completes all required training.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree or equivalent
* Minimum 2 years of experience working for a financial institution
* Minimum 3 years of experience in a financial management role
*Additional Qualifications*
* A CFA, CPA, or MBA is highly desirable.
* Excellent managerial, organizational, analytical, and project management skills required.
* Excellent interpersonal, verbal, and written communication skills.
* Ability to build positive relationships both within the Finance Division and throughout the Bank; work cooperatively with members of the Executive Committee and the Strategy and Planning Committee.
* Must be capable of establishing professional expertise through integrity, dedication, and strategic counsel.
* Must be capable of inspiring confidence and respect in staff and motivate colleagues to achieve Finance Division and company goals.
* Must be able to manage and influence a large number of indirect reports without having authority.
* Excellent Microsoft Office skills (e.g., Outlook, Excel, Word, PowerPoint, Access, OneNote) required.
* Requires strong knowledge of financial analysis techniques and generally accepted accounting principles and procedures, as well as experience in the use of financial/accounting related reporting systems (e.g. CONTROL, Hyperion, Cognos, etc.) and the preparation and presentation of managerial reporting.
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $77,000 - $143,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
$77k-143k yearly 60d+ ago
Finance Manager I - Credit Cards
City National Bank 4.9
Los Angeles, CA jobs
WHAT IS THE OPPORTUNITY? This position is responsible for performing as a strategic financial business partner with the Credit Cards line of business and defining, building, and leading the financial strategic direction consistent with the Bank's objectives.
WHAT WILL YOU DO?
* Prepare the annual budget for the LOBs, ensuring goals are in line with Bank objectives. Maintain budget models and ensure assumptions are reasonable, accurate, and have integrity. Prepare budget presentations and present results to executive management.
* Prepare quarterly forecasts and participate in the quarterly review process with executive management. Review quantitative and qualitative details to ensure they are accurate and rational; ensure LOB forecasts and objectives are within acceptable guidelines to compliment the Bank's performance expectations.
* Prepare and review monthly management reporting, including financials and any other analytics appropriate for the LOBs. Ensure financials are accurate and distributed in a timely manner. Provide analytics and commentary to the LOB executives, highlighting material trends, variances, and other pertinent findings.
* Prepare business cases for talent acquisitions, office openings/closures, product introductions/eliminations, and other ad hoc purposes, and make recommendations based on the impact to the LOB's and Bank's profitability.
* Meet with assigned division executive(s) regularly to keep current with challenges, opportunities, and potential changes. Continually look for ways to increase revenue and reduce expenses by reviewing division analytics regularly.
* Conducts special financial projects and participates in various task forces and committees as required by senior management.
* Develop and implement ideas and strategies to improve processes and communication.
* Supervise workflow and provide expertise and direction to support staff as needed.
* Complies fully with all Bank policies and procedures, as well as all regulatory requirements.
* Completes all required training.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree or equivalent
* Minimum 2 years of experience working for a financial institution
* Minimum 3 years of experience in a financial management role
*Additional Qualifications*
* A CFA, CPA, or MBA is highly desirable.
* Strong accounting backgroud preferred.
* Excellent managerial, organizational, analytical, and project management skills required.
* Excellent interpersonal, verbal, and written communication skills.
* Ability to build positive relationships both within the Finance Division and throughout the Bank; work cooperatively with members of the Executive Committee and the Strategy and Planning Committee.
* Must be capable of establishing professional expertise through integrity, dedication, and strategic counsel.
* Must be capable of inspiring confidence and respect in staff and motivate colleagues to achieve Finance Division and company goals.
* Must be able to manage and influence a large number of indirect reports without having authority.
* Excellent Microsoft Office skills (e.g., Outlook, Excel, Word, PowerPoint, Access, OneNote) required.
* Requires strong knowledge of financial analysis techniques and generally accepted accounting principles and procedures, as well as experience in the use of financial/accounting related reporting systems (e.g. CONTROL, Hyperion, Cognos, etc.) and the preparation and presentation of managerial reporting.
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $77,000 - $143,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
\#LI-MA
\#CA-MA
$77k-143k yearly 11d ago
Client Experience & Insights Senior Analyst
City National Bank 4.9
Los Angeles, CA jobs
*CLIENT EXPERIENCE & INSIGHTS SENIORANALYST - AVP or VP *based on candidate experience level* *In Office, Los Angeles, CA. * WHAT IS THE OPPORTUNITY? The Senior CX & Insights Analyst works with product and business unit stakeholders across the enterprise to establish a data-driven understanding of the client perspective on the bank's product & service experience. Efforts involve gathering intake/requirements from internal stakeholders and making recommendations as to how to structure CX research programs and leveraging to ensure the CX team is delivering what is required of business stakeholders. It involves the end-to-end creation and implementation of CX research programs. And finally, it includes leveraging CX data to create dashboards and reports and socialize the findings with stakeholders to inform decision-making and impact business results. This individual will also procure strategic and actionable client insights and recommendations through primary and secondary research in support of business objectives contributing to City National's growing culture of customer-centricity.
WHAT WILL YOU DO?
* Define holistic CX measurement programs
* Define CX performance metrics for specific service and digital experiences
* Generate and "QA" insights using survey analytics tools, and package insights into impactful presentations
* Create presentations for and present to a variety of senior stakeholders across the organization
* Assess new data sources for service & digital insights
* Develop Qualtrics dashboards to enable real-time insights during and after a survey is in-progress
* Analyze survey results, including quantitative and qualitative/text analysis via software such as Qualtrics, Excel, SPSS, Q, or SAS
* In partnership with vendor partners, analyze service interaction data, such as unstructured voice and text analytics in the call center via software such as Qualtrics, Tethr, or NICE Analytics
* Serve as a chief administrative contact for critical team functions, including vendor management, contract/SOW management, and compliance reviews
* Consult on/manage quantitative and qualitative research initiatives conducted by 3rd party research partners and/or in-house
* All other appropriate duties as required.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree or equivalent
* Minimum 6 years of experience in a CX, market/customer research, or data analysis-related role
* Minimum 6 years of experience with Microsoft Office
* Minimum 2 years of experience with CX/survey-related platforms (especially Qualtrics)
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $101,231 - $172,355 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
\#LI-JO1
\#GD-JO
\#CA-JO
$101.2k-172.4k yearly 60d+ ago
Senior Investment Analyst, Private Markets
U.S. Bank 4.6
Cincinnati, OH jobs
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
**Job Description**
U.S. Bank ("USB") is looking for an Investment Analyst to join the private markets investment team. The Private Markets team is responsible for sourcing, conducting diligence, monitoring and merchandizing of private market investment opportunities (e.g. private equity, venture capital, private debt and private real assets) for the various client segments that include institutions, and ultra-high-net-worth and high-net-worth individuals and families. The team is also in the process of building and launching co-mingled private equity funds.
This is an opportunity to join an active and rapidly growing private markets program within one of the most respected financial institutions in the industry. The individual will report to the Head of Private Markets and participate in the design and execution of an industry leading private markets program that invests across primary, secondary and direct opportunities. The individual will also be an integral part of the team and will play an important role in sourcing, evaluating, recommending, monitoring, and presenting investment ideas.
**Key Responsibilities:**
+ Collaborate with private markets team members to source and evaluate investment opportunities
+ Support or co-lead due diligence efforts on private market investments. Responsible for analyzing targets under review for investment, as well as constructing the accompanying financial models and presentations in support of investment decisions
+ Prepare investment thesis, due diligence reports and investment memos and present to deal team and investment committees
+ Develop/maintain relationships with internal portfolio managers, intermediaries and private market general partners
+ Work with legal, product and operations teams within USB when negotiating on prospective and ongoing investments. Communicate with Portfolio Managers to gather and/or clarify client-specific data for reporting
+ Prepare presentation materials for clients across various business segments
+ Monitor existing investments. Closely examine and monitor developments at investment management firms and notify clients of critical issues in an accurate and timely manner
+ Provide research and analytical support to the private markets team and for ad-hoc requests
+ Track private market industry to provide guidance and narrative on what is occurring in those markets and how it relates to USB's investment views
+ Participate in client and prospect meetings and provide marketing support to internal portfolio managers
+ Assist in mentoring and developing interns and other analysts
+ Actively work with financial databases such as FactSet, Pitchbook, Private-I, and Preqin
**Basic Qualifications:**
- Bachelor's degree in business, finance and/or similar technical field; pre-MBA
- Two to Five years of private market investment and research experience
**Preferred Skills/Experience:**
- Two to Five years of investment experience - private equity, investment banking, investment management, or consulting experience preferred
- Strong understanding of investment management technical and fundamental analysis
- Proficient in quantitative analysis and financial modeling
- Good understanding of the economy and market conditions and the impact on differing investment styles and strategies
- Ability to work independently as well as contribute to a team. Draft investment recommendations and present to the Investment Committee, as directed and when appropriate
- Strong analytical skills
- Strong Excel skills
- Strong verbal and written communication skills. Draft client communications, letters and presentations with high levels of professional institutional quality
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (****************************************************************************** .
**Benefits:**
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:
+ Healthcare (medical, dental, vision)
+ Basic term and optional term life insurance
+ Short-term and long-term disability
+ Pregnancy disability and parental leave
+ 401(k) and employer-funded retirement plan
+ Paid vacation (from two to five weeks depending on salary grade and tenure)
+ Up to 11 paid holiday opportunities
+ Adoption assistance
+ Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Review our full benefits available by employment status here (************************************************* .
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
**E-Verify**
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (********************************************************************** .
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $117,725.00 - $138,500.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
**Posting may be closed earlier due to high volume of applicants.**
$117.7k-138.5k yearly 60d+ ago
Business Ops Analyst
U.S. Bank 4.6
Cincinnati, OH jobs
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
Job DescriptionResponsible for defining and performing systems analysis and development tasks to improve workflow and operating efficiency. Formulates proposals for new processes and information needs by analyzing existing systems and procedures and defining recommended technical and procedural improvements. Analyzes costs of existing operations and estimates cost savings to be achieved by implementing proposed changes; makes recommendations based on analysis. Participates in the modification of existing applications or development of new applications. Acts as a liaison and technical resource between management, staff and information systems to define and communicate standards of operational policy, plans, customer service or financial/performance reporting. Ensures all documentation and requests comply with established policies and procedures. Maintains applicable systems to monitor and track projects, plans and/or data; provides reports to management as needed. Develops communication tools to ensure a high level of awareness of policies, plans, procedures or study/project results.
The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.
Basic Qualifications
Bachelor's degree, or equivalent work experience
Typically five or more years of related experience
Preferred Skills/Experience
Experience with Salesforce preferred
Thorough knowledge of policies, plans, procedures, products and regulatory requirements for assigned business unit
Ability to conduct an analysis of a business need, including scheduling meetings, planning agendas and conferring with business line leaders
Strong understanding of project management and testing methodology and procedures
Strong analytical and forecasting skills
Ability to manage multiple tasks/projects and deadlines simultaneously
Ability to work as part of a project team
Effective verbal and written presentation and communication skills
Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Review our full benefits available by employment status here.
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $75,820.00 - $89,200.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
$75.8k-89.2k yearly Auto-Apply 6d ago
Commercial Participation Analyst
Fifth Third Bank, N.A 4.6
Cincinnati, OH jobs
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. not available for immigration sponsorship. GENERAL FUNCTION: Owns portfolio maintenance of standard bought participation loans; performs administrative and analytical duties; acts as liaison between relationship managers, corporate customers, members, and other relevant stakeholders; maintains reporting; resolves problems; performs research. Ensure all daily processing and servicing functions are completed accurately and within service levels on multi-billion-dollar loans with potential for high-level customer and bank impact.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES & RESPONSIBILITIES:
+ Owns standard bought participation loans within the overall bought participation portfolio
+ Maintains healthy portfolio and proactively ensures dates, rates, and balances are in alignment with agent bank
+ Performs research needed to resolve problems in a timely manner
+ Provides thorough diligence in the move money processes that meets SLAs and prevents near miss/Ops losses
+ Monitors and resolves reporting (Suspect, Past Due, High Balance, Aged Wires, Int Adjustment and Bill Forward) and escalates to management when applicable
+ Performs thorough analysis of notifications to identify and remediate inconsistencies or errors prior to posting transactions
+ Inputs required transactions as relayed in notifications from agent banks that include, but are not limited to, payments, rate changes, advances, and conversions
+ Establishes relationship and maintains communication with Agent Bank to ensure timely and accurate exchange of information and money
SUPERVISORY RESPONSIBILITIES: None
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
+ Associates degree or equivalent combination of training and work experience
+ One to two years banking experience required
+ Proficient in Bank systems as well as Microsoft Office
+ Minimal to no supervision required
+ Above average problem-solving skills and customer service skills required
+ Good interpersonal skills, ability to handle and prioritize multiple tasks, and experience with Word and Excel required
#LI-EG1
Commercial Participation Analyst
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- Cincinnati, Ohio 45227
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
$80k-98k yearly est. 17d ago
Commercial Participation Analyst
Fifth Third Bank 4.6
Cincinnati, OH jobs
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. not available for immigration sponsorship. GENERAL FUNCTION: Owns portfolio maintenance of standard bought participation loans; performs administrative and analytical duties; acts as liaison between relationship managers, corporate customers, members, and other relevant stakeholders; maintains reporting; resolves problems; performs research. Ensure all daily processing and servicing functions are completed accurately and within service levels on multi-billion-dollar loans with potential for high-level customer and bank impact.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES & RESPONSIBILITIES:
* Owns standard bought participation loans within the overall bought participation portfolio
* Maintains healthy portfolio and proactively ensures dates, rates, and balances are in alignment with agent bank
* Performs research needed to resolve problems in a timely manner
* Provides thorough diligence in the move money processes that meets SLAs and prevents near miss/Ops losses
* Monitors and resolves reporting (Suspect, Past Due, High Balance, Aged Wires, Int Adjustment and Bill Forward) and escalates to management when applicable
* Performs thorough analysis of notifications to identify and remediate inconsistencies or errors prior to posting transactions
* Inputs required transactions as relayed in notifications from agent banks that include, but are not limited to, payments, rate changes, advances, and conversions
* Establishes relationship and maintains communication with Agent Bank to ensure timely and accurate exchange of information and money
SUPERVISORY RESPONSIBILITIES: None
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
* Associates degree or equivalent combination of training and work experience
* One to two years banking experience required
* Proficient in Bank systems as well as Microsoft Office
* Minimal to no supervision required
* Above average problem-solving skills and customer service skills required
* Good interpersonal skills, ability to handle and prioritize multiple tasks, and experience with Word and Excel required
#LI-EG1
Commercial Participation Analyst
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- Cincinnati, Ohio 45227
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
$80k-98k yearly est. Auto-Apply 16d ago
Finance Transformation Manager - Mastered Data Products
Fifth Third Bank, N.A 4.6
Cincinnati, OH jobs
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. not available for immigration sponsorship. GENERAL FUNCTION:The Finance Transformation Manager will play a critical role in driving the execution of finance transformation initiatives. Role will work closely with senior leadership to develop and implement transformation roadmaps, manage project teams, and ensure successful delivery of outcomes. Expertise in finance processes, change management, and project management will be essential in driving the evolution of our finance function.
This position is responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and, ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES & RESPONSIBILITIES:
+ Lead the execution of finance transformation initiatives, ensuring alignment with strategic objectives and desired outcomes.
+ Collaborate with cross-functional teams to identify process improvements, develop business cases, and implement solutions.
+ Manage project timelines, budgets, and resources to ensure successful delivery of transformation projects.
+ Drive change management efforts to foster adoption of new processes and technologies within the finance function.
+ Conduct analysis of financial processes and systems to identify areas for optimization and efficiency gains.
+ Coach and mentor team members to enhance their skills and capabilities in finance transformation and change management.
+ Communicate progress, risks, and issues to senior leadership, providing regular updates on transformation initiatives.
+ Utilize frameworks such as SAFE (Scaled Agile Framework) to manage complex transformation programs effectively.
SUPERVISORY RESPONSIBILITIES:
Responsible for providing employees timely, candid and constructive performance feedback; developing employees to their fullest potential and provide challenging opportunities that enhance employee career growth; developing the appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
+ Bachelor's degree in Finance, Business Administration, or related field; MBA or advanced degree preferred.
+ 7+ years of experience in finance transformation, project management, or consulting.
+ Strong leadership and communication skills, with the ability to influence stakeholders at all levels of the organization.
+ Proficiency in financial analysis, process improvement methodologies, and change management principles.
+ Experience leading cross-functional teams in a fast-paced environment.
#LI-BP1
Finance Transformation Manager - Mastered Data Products
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- Cincinnati, Ohio 45202
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
$81k-99k yearly est. 40d ago
Finance Transformation Manager - Mastered Data Products
Fifth Third Bank 4.6
Cincinnati, OH jobs
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. not available for immigration sponsorship. GENERAL FUNCTION: The Finance Transformation Manager will play a critical role in driving the execution of finance transformation initiatives. Role will work closely with senior leadership to develop and implement transformation roadmaps, manage project teams, and ensure successful delivery of outcomes. Expertise in finance processes, change management, and project management will be essential in driving the evolution of our finance function.
This position is responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and, ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES & RESPONSIBILITIES:
* Lead the execution of finance transformation initiatives, ensuring alignment with strategic objectives and desired outcomes.
* Collaborate with cross-functional teams to identify process improvements, develop business cases, and implement solutions.
* Manage project timelines, budgets, and resources to ensure successful delivery of transformation projects.
* Drive change management efforts to foster adoption of new processes and technologies within the finance function.
* Conduct analysis of financial processes and systems to identify areas for optimization and efficiency gains.
* Coach and mentor team members to enhance their skills and capabilities in finance transformation and change management.
* Communicate progress, risks, and issues to senior leadership, providing regular updates on transformation initiatives.
* Utilize frameworks such as SAFE (Scaled Agile Framework) to manage complex transformation programs effectively.
SUPERVISORY RESPONSIBILITIES:
Responsible for providing employees timely, candid and constructive performance feedback; developing employees to their fullest potential and provide challenging opportunities that enhance employee career growth; developing the appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
* Bachelor's degree in Finance, Business Administration, or related field; MBA or advanced degree preferred.
* 7+ years of experience in finance transformation, project management, or consulting.
* Strong leadership and communication skills, with the ability to influence stakeholders at all levels of the organization.
* Proficiency in financial analysis, process improvement methodologies, and change management principles.
* Experience leading cross-functional teams in a fast-paced environment.
#LI-BP1
Finance Transformation Manager - Mastered Data Products
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- Cincinnati, Ohio 45202
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
$81k-99k yearly est. Auto-Apply 30d ago
Senior Tax Analyst I
Fifth Third Bank, N.A 4.6
Cincinnati, OH jobs
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. not available for immigration sponsorship. GENERAL FUNCTION:Under general supervision, responsibilities include the preparation of the Federal and State returns and estimated payments. Serve as tax support to the Fifth Third Bancorp entities to meet the information needs required to sustain growth.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.ESSENTIAL DUTIES & RESPONSIBILITIES:
+ Responsible for the completion of timely and accurate Federal income tax returns.
+ Responsible for the completion of timely and accurate State income and franchise returns.
+ Retrieve and assimilate data necessary to calculate tax returns and estimated tax payments.
+ Initiates check and EFT requests to prompt payment to appropriate jurisdiction.
+ Interacts with accounting, finance, and line of business personnel on a continual basis for information relating to the above.
+ Assist with the monthly review of the federal and state income tax provision entry.
+ Analyze state franchise tax accruals and prepare required entry.
+ Calculate and maintain the deferred income tax balances and taxes for inclusion in published financial statements.
+ Oversee the recording of tax accounting entries.
+ Validate and reconcile general ledger tax accounts monthly.
+ Research areas of tax law as appropriate including analysis of the data related to the issue.
+ Research corporate tax issues of law raised during the return preparation, both Federal and State.
+ Research corporate tax issues of law raised during tax audits, both Federal and State.
+ Provide assistance with answering Information Document Requests for both federal and state audits.
SUPERVISORY RESPONSIBILITIES: None.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
+ Education: Bachelor's degree in accounting or finance.
+ Certification: Working toward CPA or MBA.
+ Experience: At least 1 year prior co-op or internship experience in tax, prior public or industry accounting experience preferred.
+ Computer/Technical: Proficiency with Microsoft Office software including Word, Excel, Access, Power Point.
+ Understanding of tax return preparation software (preferably CorpTax) helpful.
+ This position requires excellent analytical, verbal and written communication skills necessary to interact with personnel ranging from staff to more senior management.
+ Ability to work both individually and as a team member.
+ Ability to work in professional and dynamic environment.
+ Demonstrate sound judgment as well as apply logical/critical thought process.
#LI-BP1
Senior Tax Analyst I
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- Cincinnati, Ohio 45202
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
$67k-81k yearly est. 5d ago
Senior Tax Analyst I
Fifth Third Bank 4.6
Cincinnati, OH jobs
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. not available for immigration sponsorship. GENERAL FUNCTION: Under general supervision, responsibilities include the preparation of the Federal and State returns and estimated payments. Serve as tax support to the Fifth Third Bancorp entities to meet the information needs required to sustain growth.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES & RESPONSIBILITIES:
* Responsible for the completion of timely and accurate Federal income tax returns.
* Responsible for the completion of timely and accurate State income and franchise returns.
* Retrieve and assimilate data necessary to calculate tax returns and estimated tax payments.
* Initiates check and EFT requests to prompt payment to appropriate jurisdiction.
* Interacts with accounting, finance, and line of business personnel on a continual basis for information relating to the above.
* Assist with the monthly review of the federal and state income tax provision entry.
* Analyze state franchise tax accruals and prepare required entry.
* Calculate and maintain the deferred income tax balances and taxes for inclusion in published financial statements.
* Oversee the recording of tax accounting entries.
* Validate and reconcile general ledger tax accounts monthly.
* Research areas of tax law as appropriate including analysis of the data related to the issue.
* Research corporate tax issues of law raised during the return preparation, both Federal and State.
* Research corporate tax issues of law raised during tax audits, both Federal and State.
* Provide assistance with answering Information Document Requests for both federal and state audits.
SUPERVISORY RESPONSIBILITIES:
None.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
* Education: Bachelor's degree in accounting or finance.
* Certification: Working toward CPA or MBA.
* Experience: At least 1 year prior co-op or internship experience in tax, prior public or industry accounting experience preferred.
* Computer/Technical: Proficiency with Microsoft Office software including Word, Excel, Access, Power Point.
* Understanding of tax return preparation software (preferably CorpTax) helpful.
* This position requires excellent analytical, verbal and written communication skills necessary to interact with personnel ranging from staff to more senior management.
* Ability to work both individually and as a team member.
* Ability to work in professional and dynamic environment.
* Demonstrate sound judgment as well as apply logical/critical thought process.
#LI-BP1
Senior Tax Analyst I
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- Cincinnati, Ohio 45202
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
$67k-81k yearly est. Auto-Apply 5d ago
Accounting Supervisor - T&E
Fifth Third Bank, N.A 4.6
Cincinnati, OH jobs
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. not available for immigration sponsorship. GENERAL FUNCTION: Has a key role in Accounting as well as risk management and financial controls for the Bancorp. Supervises and directs employees. Assumes ownership over comprehensive basic departmental processes with particular emphasis on efficiencies and effectiveness. Responsible for ensuring compliance with Fifth Third Accounting Policies and assimilating acquired companies into Fifth Third processes. Responsible for designing and producing accurate risk management reporting.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES & RESPONSIBILITIES:
+ Directly supervises the employees within specialized accounting function: (a) Effectively allocates work and assigns priority to functions and projects; (b) Reviews work done by staff to ensure accuracy and integrity; (c) Provides guidance and develops staff to achieve set objectives; and (d) Makes recommendations regarding staffing needs and performance ratings.
+ Assumes ownership of employee development: (a) Provides employees timely, candid and constructive performance feedback; (b) Develops employees to their fullest potential and provides challenging opportunities that enhance career growth; (c) Develops appropriate talent pool to ensure adequate bench strength and succession planning; and (d) Recognizes and rewards employee accomplishments.
+ Leads process transitions and new process implementation initiatives to ensure integrity of Bancorp financial controls objectives. Assesses and documents process and procedural changes and the implications to the internal control environment. Champions projects to achieve departmental objectives.
+ Identifies areas of process improvement to increase departmental efficiencies. Proposes and implements best practices.
+ Responsible for overseeing basic, routine processes. Comprehends the Bancorp policies and procedures and assumes responsible for departmental compliance. Assists in managing requests from internal/external audit and external regulatory agencies.
+ Establishes, fosters and maintains working relationships with peers and Senior Management within the Bancorp, Lines of Businesses, Affiliates and Divisions.
+ Based on responsibility, is the Subject Matter Expert in Line of Business and Operational areas, including products, transaction settlement, general ledger impact, new initiatives and processes.
+ Adhere to defined quality standards, including work product, communications (verbal / written) and quality control metrics.
SUPERVISORY RESPONSIBILITIES:
Responsible for providing employees timely, candid and constructive performance feedback; developing employees to their fullest potential and providing challenging opportunities that enhance employee career growth; developing the appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
+ Bachelor's degree or equivalent work experience required. Accounting or Finance degrees and work experience preferred. CPA or MBA preferred.
+ Knowledge of General Ledger, Internal Demand Deposit Accounts, Trust House or Trust/Treasury Positions. Working knowledge of GAAP preferred.
+ Minimum 3 years accounting and supervising related experience.
+ Demonstrates proficiency sufficient to teach others new functions within software applications including Excel, Word, Outlook, internal general ledger, reconciliation and reporting systems. Proficiency in database or reconciliation software preferred.
+ Possesses professional service skills. Able to anticipate customer needs and lead cross functional teams to resolve and implement solutions to non-standard, complex business issues.
+ Capable of completing work assignments independently or with minimal supervision/guidance on complex issues. Able to manage own time and other's time to meet objectives.
+ Ability to manage effectively in a dynamic environment requiring the administration and completion of multiple tasks simultaneously.
+ Capable of conveying considerable influence with superiors and peers. Able to identify and understand personal values of superiors, subordinates, peers and others.
+ Capable of effectively communicating management decisions to achieve understanding and acceptance. Demonstrates ability to communicate confidently with superiors, peers and subordinates. Can convey a clear understanding of Bancorp and departmental objectives. Able to conduct meetings that achieve results.
#LI-BP1
Accounting Supervisor - T&E
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- Cincinnati, Ohio 45202
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
$79k-91k yearly est. 5d ago
Accounting Supervisor - T&E
Fifth Third Bank 4.6
Cincinnati, OH jobs
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. not available for immigration sponsorship. GENERAL FUNCTION: Has a key role in Accounting as well as risk management and financial controls for the Bancorp. Supervises and directs employees. Assumes ownership over comprehensive basic departmental processes with particular emphasis on efficiencies and effectiveness. Responsible for ensuring compliance with Fifth Third Accounting Policies and assimilating acquired companies into Fifth Third processes. Responsible for designing and producing accurate risk management reporting.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES & RESPONSIBILITIES:
* Directly supervises the employees within specialized accounting function: (a) Effectively allocates work and assigns priority to functions and projects; (b) Reviews work done by staff to ensure accuracy and integrity; (c) Provides guidance and develops staff to achieve set objectives; and (d) Makes recommendations regarding staffing needs and performance ratings.
* Assumes ownership of employee development: (a) Provides employees timely, candid and constructive performance feedback; (b) Develops employees to their fullest potential and provides challenging opportunities that enhance career growth; (c) Develops appropriate talent pool to ensure adequate bench strength and succession planning; and (d) Recognizes and rewards employee accomplishments.
* Leads process transitions and new process implementation initiatives to ensure integrity of Bancorp financial controls objectives. Assesses and documents process and procedural changes and the implications to the internal control environment. Champions projects to achieve departmental objectives.
* Identifies areas of process improvement to increase departmental efficiencies. Proposes and implements best practices.
* Responsible for overseeing basic, routine processes. Comprehends the Bancorp policies and procedures and assumes responsible for departmental compliance. Assists in managing requests from internal/external audit and external regulatory agencies.
* Establishes, fosters and maintains working relationships with peers and Senior Management within the Bancorp, Lines of Businesses, Affiliates and Divisions.
* Based on responsibility, is the Subject Matter Expert in Line of Business and Operational areas, including products, transaction settlement, general ledger impact, new initiatives and processes.
* Adhere to defined quality standards, including work product, communications (verbal / written) and quality control metrics.
SUPERVISORY RESPONSIBILITIES:
Responsible for providing employees timely, candid and constructive performance feedback; developing employees to their fullest potential and providing challenging opportunities that enhance employee career growth; developing the appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
* Bachelor's degree or equivalent work experience required. Accounting or Finance degrees and work experience preferred. CPA or MBA preferred.
* Knowledge of General Ledger, Internal Demand Deposit Accounts, Trust House or Trust/Treasury Positions. Working knowledge of GAAP preferred.
* Minimum 3 years accounting and supervising related experience.
* Demonstrates proficiency sufficient to teach others new functions within software applications including Excel, Word, Outlook, internal general ledger, reconciliation and reporting systems. Proficiency in database or reconciliation software preferred.
* Possesses professional service skills. Able to anticipate customer needs and lead cross functional teams to resolve and implement solutions to non-standard, complex business issues.
* Capable of completing work assignments independently or with minimal supervision/guidance on complex issues. Able to manage own time and other's time to meet objectives.
* Ability to manage effectively in a dynamic environment requiring the administration and completion of multiple tasks simultaneously.
* Capable of conveying considerable influence with superiors and peers. Able to identify and understand personal values of superiors, subordinates, peers and others.
* Capable of effectively communicating management decisions to achieve understanding and acceptance. Demonstrates ability to communicate confidently with superiors, peers and subordinates. Can convey a clear understanding of Bancorp and departmental objectives. Able to conduct meetings that achieve results.
#LI-BP1
Accounting Supervisor - T&E
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- Cincinnati, Ohio 45202
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.