Collecting information
Organizing data
Responsible for the development, management, and presentation of comprehensive risk and financial reporting in support of senior management and committee oversight of existing and emerging risks and escalates the quality and direction of credit performance to appropriate levels of management. Proact
Understanding of Equity Products: Home Equity Line of Credit (HELOC) and fixed equity. Ensures individual and credit union adherence to policies and standard of business practices. Completes multiple quality checks of each application prior to the member's appointment and loan funding to a ensure se
The Senior Accountant, Financial Reporting & Analysis supports accounting operations and internal financial reporting through journal entries, reconciliations, variance analysis, recurring reporting, and budgeting support activities. Maintain and update reporting tools, templates, and analytical wor
Collaborate with Product Owners, Data Stewards, Technology Teams, and Regulatory Reporting stakeholders. Data Sourcing Analyst – Banking Regulatory Reporting (FR 2052A / Y-9C / Basel). Analyze regulatory reporting requirements and translate business requirements into detailed data specifications.
This role owns the end-to-end preparation and governance of internal and external financial reports, NCUA call report submissions, and GAAP-compliant financial statements — while simultaneously serving as the primary administrator and subject-matter expert for the organization's financial systems
The Senior FP&A Analyst will focus on financial statement analysis and reporting within the Financial Reporting & Analysis department. This analysis will help management understand the drivers of financial results, identify risks and opportunities, and support decisions that increase profitability a
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Consumer & Community Banking divisio
We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, well
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our b
Data Sourcing Analyst – Banking Regulatory Reporting (FR 2052A / Y-9C / Basel). Analyze regulatory reporting requirements and translate business requirements into detailed data specifications. Collaborate with Product Owners, Data Stewards, Technology Teams, and Regulatory Reporting stakeholders.
As a Financial Planning and Analysis Senior Analyst you'll take an active role in financial planning, budgeting and strategic analysis. Intermediate to advanced knowledge of financial planning and analysis concepts, financial reporting and disclosure concepts. Intermediate knowledge of applicable re
Strong understanding of portfolio construction, MFS products, and ability to explain over/under performance as it relates to over/underweight of sectors, industries, and basic attribution analysis. Interface with internal sales representative and wholesalers providing appropriate firm, product, perf
A Financial Planning and Analysis (FP&A) Analyst is responsible for producing the monthly financial reporting package, analyzing financial data and trends, preparing the annual budget, providing insights to guide strategic business decisions for the C Suite as well as assisting the accounting teams
We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, well
The Global Fund Banking Portfolio Management Analyst I is responsible for executing risk management controls for the Global Fund Banking lending portfolio. Together, Silicon Valley Bank and First Citizens offer you the strength and stability of a diversified financial institution with a 125-year tra