Head of Finance & Treasury

Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at - all from Day One.

Job Description Join our dynamic finance team as a Finance Manager supporting the Wealth Management business. This role is focused on supporting the Wealth Management balance sheet, including forecasting and reporting loans and deposits to drive strategic decisions, providing sophisticated financial analysis, and producing insightful reporting on Wealth Management performance. You will act as a key partner to line-of-business personnel, especially the Wealth Management Banking group, as well as Corporate Treasury, Controllers, and other members of the Wealth Management finance team. The ideal candidate possesses excellent financial analysis skills, thrives on data-driven insights, collaborates across teams, is an excellent communicator, and identifies and solves difficult problems.

Key Responsibilities Perform financial forecasting, planning, and variance analysis for Wealth Management balance sheet, interest income, and associated key metrics.

Produce weekly, monthly, and quarterly reports for Wealth Management performance.

Monitor and analyze business-level performance, identify trends, risks and opportunities.

Develop and maintain financial models to evaluate strategic decisions, such as relationship lending or deposit pricing strategies.

Prepare management reports, presentations and ad-hoc analyses for senior leadership.

Treasury, Risk, HR, Controllership, Portfolio Management) to support forecast/planning process, month-end close activities and relationship profitability analysis.

Drive process improvements, such as enhancing reporting tools or simplify operations to focus on high-impact areas.

Basic Qualifications Bachelor's degree, or equivalent work experience.

Preferred Skills/Experience Strong understanding of financial statements, P&L management, balance sheet dynamics.

Experience partnering with internal stakeholders, including senior management and business unit heads.

Advanced proficiency in Microsoft Excel, PowerPoint and financial tools (Essbase, Workday, PowerBI, Tableau, SQL).

Sophisticated knowledge of financial analysis concepts and methodologies.

Familiarity with financial services and banking industry.

Excellent communication skills for presenting complex financial insights to non-finance audience.

Bank location three (3) or more days per week. If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Healthcare (medical, dental, vision)

Basic term and optional term life insurance

Short-term and long-term disability

Pregnancy disability and parental leave

401(k) and employer-funded retirement plan

Up to 11 paid holiday opportunities

Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

Bank participates in the U.Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.Citizenship and Immigration Services. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements).

Bank will consider qualified applicants with arrest or conviction records for employment. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. Bank gives you a wide, ever-growing range of opportunities to discover what you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at - all from Day One.

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