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Company: Sunwest Bank
Location: Irvine
Posted on: January 16, 2022

Job Description:

SUMMARY In this role you will learn about a wide variety of business, banking and financial topics. This role will require a flexible individual that is comfortable pivoting across multiple business lines throughout the day. This role requires an intellectually curious individual with a strong work ethic and an ability to think outside the box. This role will require tactical work such as scheduling, expenses and presentation development, but it will have a unique, front row seat to strategic decision making at an entrepreneurial financial institution with an ability to learn a high volume of information in a short period of time. This role is anticipated to be a 2-3 year commitment with the opportunity to pursue a senior role in the Sunwest organization or broader family office after their tenure. This role is designed for a highly effective and intelligent individual looking for a fast track in the financial services industry, yet is willing to roll up their sleeves, tackle any business objective and gain on the ground experience across multiple businesses.


  • Effectively execute on a wide variety of strategic and tactical objectives assigned by the Chairman/CEO and President of Sunwest Bank.
  • Provide operational and strategic value to the executive suite across multiple initiatives.
  • Seamlessly manage logistics and strategic coordination of meetings, materials and deliverables across multiple locations and time zones.
  • Prepare both routine and confidential spreadsheets, reports, presentations and other complex documents in Microsoft Office Suite; Research and aggregate/consolidate information into summary reports for leadership.
  • Ghost write industry content for publication, internal company communication and specific marketing material.
  • Reconcile credit card statements and submit expense reports, as well as manage other related budgets and expenses.
  • Perform administrative work responsibly and in a timely manner, exercising considerable independence and sound judgment in making decisions.
  • Adhoc financial modeling and authoring of business plans
  • Evaluation prospective business opportunities including investments in private and public companies
  • Lead internal teams related to niche projects
  • Present to C-Suite Level Management Teams, potential partners, and board of directors
  • Influence and facilitate business leaders to set short and long-term strategy to drive strategic initiatives
  • Report, analyze, and translate data into key insights that drive strategic decision making at the executive level
  • Analyze financial performance results, trends, and opportunities to recommend strategies to increase revenue and profitability
  • Demonstrate a high level of personal accountability, innovative thinking and process improvement day to day
  • Prepare and present clear, concise, and relevant information that advance the dialogue and enable strong business decisions
    • Demonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers and management
    • Demonstrates high level of quality work, attendance and appearance
    • Adheres to all Company Policies & Procedures and Safety Regulations
    • Adheres to local, state and federal laws
    • Understands and complies with all company rules and regulations
    • Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions, as they apply to your position and job responsibilities, with an emphasis on the BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology and GLBA.
    • Additional duties as assigned as it relates to the position

      SUPERVISORY RESPONSIBILITIESThis position does not have supervisory responsibilities

      • Entrepreneurial spirit and intellectual curiosity
      • Bachelor's degree in finance, accounting, or related field required
      • 1-3 years of relevant work experience in finance, banking, investment banking, or private equity
      • Outstanding presentation skills and communication (written and verbal)
      • Highly comfortable with excel modeling and industry analysis
      • Strong independent decision-making ability
      • Strong interpersonal and presentation skills in speaking with different levels of management
      • Ability to analyze large amounts of data
      • Strong understanding of finance and modeling
      • Fluent understanding of P&L dynamics and unit economics
      • Highly organized and process-oriented
      • Strong attention to detail
      • Ability to run point on projects and escalate as necessary
      • Demonstrated ability to coordinate information across multiple business units and build effective business relationships within an organization
        COMPETENCIES: - Adaptability - Communication - Decision Making - Initiative - Innovation - Motivator - Organization - Professionalism

Keywords: Sunwest Bank, Irvine , Associate, Accounting, Auditing , Irvine, California

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