Real Estate Strategic Planning Manager - Irvine, CA

Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate’s unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for “Best Bank” and “Best Commercial Bank” from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for “Overall Client Satisfaction” in Small Business & Middle Market Excellence Awards. We are currently looking for a Real Estate Strategic Planning Manager to manage and support our Commercial Real Estate projects and programs. The right candidate will deliver reporting, forecasting, and executive-level insights that support the Commercial Real Estate (CRE) business. This role combines financial analysis with business intelligence, leveraging Power BI, Excel, and other Microsoft tools to provide actionable insights, automate reporting, and support strategic decision-making.The role has the following key responsibilities: Job Responsibilities: Manages and provides support for projects and programs, initiatives and strategic planning for those projects and programs. Supports the bank’s strategic planning with analytics and reporting for the CRE Division. Conduct cost center, department, and divisional business reviews to evaluate financial performance and identify trends. Determines the scope and approach of the analysis to best support the business need, which may include dashboards, reports and scorecards. Provide reporting and analytical support across business divisions and partner with business leaders, relationship managers, and credit teams. Support enterprise-wide CRE reporting needs and provide analysis to business partners and executive leadership. Design, develop, and maintain Power BI dashboards, scorecards, and custom reporting solutions that communicate performance metrics and strategic insights. Build end-to-end reporting solutions using Power BI, DAX, Power Query, and advanced Excel tools. Extract, transform, validate, and analyze data from multiple source systems, including Business Objects, Salesforce, Power BI datasets, and internal banking platforms. Develop executive-level presentations and business reviews using PowerPoint and other Microsoft tools. Present complex financial and operational data in a concise and meaningful format for senior leadership. Performs project planning, risk assessments, requirements discovery, resource assignments and all related program management activities. Identifies opportunities to automate business processes and improve reporting accuracy through technology solutions. May be responsible to manage a staff, including hiring, firing and performance reviews. Other duties as assigned. Job Requirements: Requires a Bachelors degree in Business Administration, Finance, Analytics or related field 4+ years of experience in Financial Analysis, Business Intelligence, Data Analytics or similar role. Extensive knowledge of financial analysis, strategic planning, business analysis, preferably in the banking/finance industry. Advanced Microsoft Excel skills, including Pivot Tables and Power Query. Proficiency in Microsoft PowerPoint for executive-level presentations. Experience with Power BI preferred. Experience extracting, cleaning, and transforming large datasets from multiple data sources. Solid relationship and communication skills, both verbal and written. Strong planning, organizational and analytical skills. Ability to lead projects and programs. Exhibits a strong degree of ingenuity, creativity and resourcefulness in decision making and problem solving. Ability to adapt quickly to new environments and work under stress. Location: California (Menlo Park preferred)This role can be based in Menlo Park, Los Angeles, Irvine or San Diego.Menlo Park is the preferred location; however, we will consider highly qualified candidates located near any of our California office locations. Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits including coaching and therapy sessions Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire Employee Ambassador preferred banking products This position is eligible to earn a base salary in the range of $117,000 - $144,000annually depending on job-related factors such as level of experience. This position will be open until filled. All candidates, including those with criminal histories will be considered for employment. However, a background check adjudicated consistently with the FDIC Section 19 regulation will be completed on any candidate who accepts a conditional job offer from the Company. Because the Company is a financial institution, the FDIC guidelines apply to all positions within the company and as such any and all job duties have a direct relationship to a candidate’s criminal history and that criminal history would need to align with the FDIC Section 19 regulations. Zions Bancorporation, National Association prohibits illegal discrimination and reaffirms its policy of providing Equal Employment Opportunity (EEO), by extending equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, protected veteran status, military service, sexual orientation, gender identity, genetic information or any other characteristic protected by applicable federal, state or local law. It is the Company’s policy not to discriminate because of a person’s relationship or association with a protected veteran. This includes spouses and other family members. Also, Zions will safeguard the fair and equitable treatment of protected veteran spouses and family members with regard to all employment actions and prohibit harassment of applicants and employees because of their relationship or association with a protected veteran. Applicants Requesting Accommodations: If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access our career site. You can request reasonable accommodations by contacting us at View email address on click.appcast.io or View phone number on click.appcast.io. Please email your resume/cover letter, indicate what position you are interested in and include "Accommodation needed" in the subject line to ensure your information is routed to the appropriate contact. California Bank and Trust a division of Zions Bancorporation, N.A. Member FDIC #J-18808-Ljbffr