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Senior Analyst

Job in San Francisco - San Francisco County - CA California - USA
Company: First Republic
Full Time position
Listed on 2021-04-29
Job specializations:
  • Finance
    Accounting and Finance, Financial Analyst
  • Banking
Job Description & How to Apply Below

At First Republic,

we care about our people. Founded in 1985, we offer extraordinary client service in private banking, private business banking and private wealth management. We believe that personal connections are everything and our success is driven by the relationships we form with our colleagues and clients. You’ll always feel empowered and valued at First Republic.

Incredible teams doing exceptional work, every day

In Finance, we’re responsible for the Bank’s financial health. We work with teams across First Republic to set growth strategies, explore initiatives, stay ahead of market trends, monitor risk and ensure compliance with the latest regulatory requirements

Duties and Responsibilities

Discover the independence to grow and drive change.

As a Sr.Analyst, FP&A and a member of the Finance team, you will have the opportunity to work collaboratively with business, credit and technology teams to generate and explain data-driven insights. You will be at the nexus of helping the Bank’s leadership maximize the value of our data to make informed decisions, manage risks, service clients and capitalize on competitive opportunities in increasingly sophisticated ways.

In this position, you’ll draw on your broad skills in finance, accounting, and strategic thinking, as well as your curiosity and your ability to quickly learn and assimilate new skills. You’ll deliver results under tight deadlines and demonstrate solid business acumen and management-level written and verbal communication skills.

What you will do as a Sr.Analyst, FP&A:

- Participate in financial model building, data analytics and reporting necessary for the Bank’s Capital Stress Test and financial forecasting.

- Conduct independent analyses, including evaluation of mathematical soundness, historical performance, and appropriate sensitivity analyses.

- Demonstrate a deep understanding of the accounting and reporting principles central to financial planning.

- Actively participate in ad hoc reporting requests from executives and key stakeholders, based on a variety of financial, industry, economic and strategic analyses.

- Create appropriate documentations/presentations of the forecast, any associated analyses performed, assumptions (particularly management assumptions), and the relevant control and governance processes surrounding the forecast. This includes clearly, concisely and accurately documenting the reasoning, concepts and rationales in support of the forecasts for initiatives like Capital Stress Test.

- Respond to reporting and analyses requests from executives and key stakeholders within the bank.

- Work collaboratively with the Finance team to identify discrepancies and ensure data quality.

- Assist in data collection, extraction, scrubbing, validity and sanity checks, transformation, and validation for a variety of projects.

- Present quantitative results clearly and concisely, demonstrating a capability to discuss financial and quantitative concepts coherently.

- Proactively identify opportunities for efficiency gains and improvements to processes and controls.

- Maintain up-to-date knowledge of changes in the regulatory environment to help the team manage the dynamism in the industry.


You could be a great fit if you have:

- A bachelor’s degree in finance, business, economics or a related field with 2+ years of experience in financial reporting and financial modeling.

- Banking or finance experience (preferred) or the ability to clearly articulate the transferability of out-of-industry skills.

- Excellent attention to detail and comfortable working on multiple types of requests with minimal supervision.

- The ability to translate business problems into data analysis problems to support business needs.

- The ability to explain complex data management techniques, summarize data-driven insights and present key findings to senior management.

- Proficiency in clearly documenting qualitative and quantitative analyses, processes and results for internal validation.

- The ability to conduct deep, exploratory data analysis by quickly grasping the business problem.

- The capability to work effectively both in a team environment and independently, with both internal colleagues and external partners

- Excellent verbal and written communication skills

- Expertise in writing and modifying SQL queries to access and refine data

- Experience in using QRM would be a plus.

- The ability to work with financial models in Excel and use Excel features such as pivot tables and matching functions

Job Demands:

- Must be able to review and analyze data reports and manuals; must be computer proficient.

- Must be able to communicate effectively via telephone and in person.

Own your work and your career — apply now

Are you willing to take initiative and make decisions? Are you willing to go the extra mile because you love what you do and how you can contribute as a team? Do you want the freedom to grow and the opportunity to take charge of your own career? If so, then come join us.

We want hardworking team players. You’ll have the independence to learn, lead and drive change. A culture of extraordinary service, empowerment and stability — that’s the First Republic way. Come join us!

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records, to the extent consistent with applicable federal and/or state law.

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