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Reporting Analyst, Assistant Vice President

Company: Union Bank
Location: Irvine
Posted on: November 11, 2019

Job Description:

Are you passionate about creating an exceptional client experience?Discover your opportunity with Union Bank, a division of the Mitsubishi UFJ Financial Group (MUFG), the 5th largest financial group in the world. At Union Bank, we care about the details that matter most to our clients. We have our clients? best interest in mind, drawing on more than 150 years of experience to understand their distinct needs and tailor our solutions. We?re part of 180,000 colleagues around the globe striving to be the world?s most trusted financial group. Trust starts with a culture of putting people first and empowering you to achieve your potential. Join Union Bank, where being inspired is expected and creating results is rewarded.Job Summary:?As the Reporting Analyst, you will be a key member of our Customer and Employee Experience team. You will provide comprehensive business analysis, report development, and meaningful data for the assigned business line.People manager: NoMajor Responsibilities:?

  • Compile and analyze data for deposits, operational metrics, and client experience.
  • Handle day to day data needs for reporting and analysis while continuously creating efficiencies.
  • Develop complex dashboards that will be of significant importance to members of senior leadership and customer-facing job roles.
  • You will maintain a deep understanding of the supported lines of businesses to properly align data and reporting to the strategic goals and plans.
  • Identify trends and developments in competitive environments and presents findings to senior management.
  • Manages the sales data through ad hoc and management reporting.
  • Responsible for improvement in execution/automation pertaining to reporting and data management.
  • Develop and run complex models to produce projections, simulate scenarios, and obtain comparative data.
  • Establish assumptions and critical decision variables.
  • Test for consistency and validity.
  • Creates and maintains models used for forecasts and strategic business decisions.
  • Develop and track relevant metrics for the business line's senior management.
  • Track, monitor, and analyze the goals and associated metrics.
  • Build sophisticated spreadsheets that include advance and interactive functions such as macros/pivot tables or other advanced formulas.
  • Maintain a sales cube and various databases.
  • Run the necessary reports and/or programs for reporting, analysis, and data.
  • Liaison between the department and IT to develop or enhance systems.
  • May oversee the preparation of reports/data used to determine incentive compensation payouts under various incentive plans.
  • Guide internal clients on the best reporting methodologies, their results, and obtaining goals.
  • Liaison with Business Intelligence Group for long-term automation opportunities and may develop executive reports that use Business Intelligence databases.Qualifications: At a minimum, the right candidate should meet the following criteria: ?
    • Four-year college degree (or comparable work experience).
    • One or more of the following designations: MBA, CFA, CPA or similar professional designation in Financial Management, or MS in Math and/or Accounting is strongly preferred.
    • 3+ years of increasingly more complex responsibility in performing financial and statistical analysis and model preparation using MS excel, (or comparable).
    • Ability to comfortably communicate with Executive Management.
    • Report development and modeling experience preferred.
    • Ability to work under time pressure and handle several projects at a time.
    • Ability to communicate, influence, negotiate and persuade team members at all levels.
    • Requires good time management skills.
    • Experience with PowerPoint, Excel, SQL, and Tableau.The above statements are intended to describe the general nature and level of the work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.We are proud to be an Equal Opportunity / Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspectives, and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate in employment decisions on the basis of any protected category.A conviction is not an absolute bar to employment. Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions. Additionally, it?s the bank?s policy to only inquire into a candidate?s criminal history after an offer has been made. Federal law prohibits banks from employing individuals who have been convicted of, or receive?a pretrial diversion for, certain offenses. ?

Keywords: Union Bank, Irvine , Reporting Analyst, Assistant Vice President, Professions , Irvine, California

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