- Experience
- 3–5 yrs
- Salary
- —
- Openings
- 1
- Posted
- 1 week ago
- Work mode
- In office
- Education
- Bachelor’s degree in Finance or Accounting
- Eligibility
- Experienced finance professionals with banking FP&A backgrounds and the ability to work in a fast-paced, compliance-driven environment may apply.
- Resume
- Required to apply
Where you'll work
Job description
About the Bank
Bank of the Orient is an independent Asian community bank that has supported the banking needs of Bay Area communities for more than 55 years, as well as the Sugar Land, Texas area. The bank emphasizes personal service, dependable support, integrity in banking, and a strong commitment to serving community-specific financial needs.
Role Summary
An opening is available for a Senior Financial Analyst to support the CFO and senior leadership with financial planning, forecasting, capital strategy, and ALCO analysis. The role calls for strong financial modeling and analytical capability, along with solid knowledge of banking financial statements and capital management.
Key Duties
The Senior Financial Analyst will handle annual budgeting, monthly variance reviews, quarterly forecasts, and long-range financial projections to assess current performance and future trajectory. This position also supports FP&A activities by analyzing business results and recommending improvements.
Other responsibilities include reviewing and explaining budget variances with executives and senior managers, preparing monthly ALCO materials such as NIM, rate sensitivity, and liquidity analysis, and creating board- and management-level reports covering profitability, liquidity, and capital measures.
The role involves developing and maintaining financial models for loan growth, deposit growth, margin projections, and capital ratios. It also includes analyzing yield and cost of funds across markets to guide deposit pricing and funding strategy, supporting deposit analytics and ALM modeling, and contributing to capital planning, stress testing, and public-company readiness efforts.
Additional duties include evaluating the performance of different business lines, identifying trends and risks, preparing and reporting key financial metrics, providing ad hoc analysis for strategic projects, and managing liquidity planning and cash forecasts to support day-to-day banking operations and balance sheet strategy.
Requirements
The ideal candidate should hold a bachelor’s degree in Finance or Accounting; an MBA or CPA is preferred. A minimum of 3 to 5 years of progressive FP&A experience in a bank or financial institution is required.
Strong Excel modeling ability is essential, and familiarity with Power BI, SQL, or similar tools is an advantage. The role also requires banking knowledge, familiarity with GAAP, understanding of regulatory compliance requirements, and the ability to review and interpret financial and procedural information.
Applicants should be able to use sound judgment and discretion when solving problems, handle multiple priorities in a deadline-driven environment, and demonstrate proficiency with MS Word, Excel, and accounting software. Strong analytical, communication, and presentation skills are also necessary.
Additional Information
Selected candidates may be required to undergo credit checks, reference checks, background checks, and fingerprinting, subject to applicable law. Bank of the Orient is an Affirmative Action and Equal Opportunity Employer.
For further details, the bank shares a contact email of career@bankorient.com and its website address for more information.
Who Should Apply
Professionals with banking FP&A experience, strong financial modeling skills, and a solid understanding of capital, liquidity, and regulatory reporting are well suited for this opportunity.