Posted: Feb 19, 2026
Job Description: • Owns the short and long term forecasting process and provides context to Line of Business Finance partners across Middle Market, Real Estate and Institutional • Develops or enhances existing driver-based forecast models using product and client data to predict financial performance • Provides monthly/quarterly reporting analyzing financial results and performance to targets and progress to strategic initiatives • Presents to senior Leadership on a monthly basis with a focus on translating business driver trends to forward looking expectations • Complete required external and regulatory reports as needed • Identify opportunities to improve internal team processes • Provide research on miscellaneous items and complete ad hoc analysis as necessary • Develop strong working relationships with business unit Leadership, peers, and partners Requirements: • Bachelor’s Degree (Finance, Accounting, Economics, Data Science, Mathematics, or related field) • 3+ years of experience in Finance, Product Management or related field • Proficient in Microsoft Office Suite (Excel and PowerPoint) • Experience working with large complex data sets with emphasis on synthesizing patterns • Organized self-starter with a bias for action and ownership attitude • Strong financial acumen • Detail oriented with the ability to thoroughly analyze and problem solve with limited direction • Strategic mindset with the ability to connect data to financial outcomes • Excellent interpersonal skills with the ability to establish solid working relationships across teams and experience levels • Strong verbal and written communication skills • Proven team player, willing to assist others as needed to ensure that group deadlines are met, and quality standards are achieved • Ability to manage time and prioritize multiple tasks effectively • Experience with data visualization applications (Tableau) preferred • Experience with financial management software applications (Workday Financials, Adaptive Planning, Essbase) preferred • Experience with SQL and Google Big Query preferred • Commercial Banking and/or Deposit Portfolio experience Benefits: • This position is eligible for short-term incentive compensation • Deferred incentive compensation subject to individual and company performance Apply tot his job
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