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Financial & Business Intelligence Analyst

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Job ID FIN-11648 City New York State New York Exempt/Non Exempt Exempt Shift Day Work Schedule M-F
Job Details:

The Financial & Business Intelligence Analyst will have three broad responsibilities:

  • Analyzing the financial, sales, service and other management data in order to support executive decision-making;
  • Facilitating executive discussions about this data by regularly synthesizing and publishing these analyses in reports;
  • Developing and maintaining a workgroup-level business intelligence data mart using tools such as Excel, SQL databases, and Tableau


  • Perform various financial modeling analyses a (e.g., performance metrics, scorecards, performance tracking reports, customer profitability and segmentation, division productivity, etc.) and makes appropriate strategic recommendations to management to improve results.
  • Develop and maintain performance metrics and scorecards to help enhance performance results and support executive decision-making.
  • Organize the source data required for this analysis into a data mart that can be used by other analysts and, potentially, support interactive dashboards that will be published to executives and end users
  • Consult with management to interpret business needs, analyze information requirements and translates into strategic and tactical solutions.
  • Work on key initiatives and projects for finance management, technology enhancement, policy development, analysis, profitability and new business initiatives.
  • Function as a business proponent by collaborating with management in identifying solutions to a variety of financial business productivity and information management issues.
  • Accountable for the ongoing analysis of process constraints, costing projects, and margin analysis. The position must also construct and monitor cost data needed to provide an appropriate level of costing information to management.

Basic Qualifications

  • *A bachelor's degree in business or an MBA, or equivalent on the job training of experience.
  • *5-8 years in business analysis, FP&A or financial modeling
  • *Minimum 5 years of experience in using Microsoft Office applications

Job Skills and Knowledge

  • Master's Degree preferred
  • Mastery of Excel for data manipulation and presentation
  • Proficiency with good data modeling practices and SQL queries
  • Strong proficiency with Tableau or similar business intelligence tools
  • Proficiency with Salesforce as a data source is a strong plus
  • Effective verbal/written communication skills to interact with all levels of personnel.
  • Strong analytical skills.
  • Good project planning and coordination skills.
*Represents basic qualifications for the position. To be considered for this position you must at least meet the basic qualifications.

Equal Opportunity/Affirmative Action Employer, M/F/D/V

Note: This preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

Note: Candidates should be advised that City National Bank does not pay interviewee travel expenses or relocation expenses for candidates who are hired unless previously agreed.
Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled
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