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AVP, FP&A Manager

Company: Banc of California
Location: Santa Ana
Posted on: May 28, 2023

Job Description:

Banc of California, Inc. (NYSE: BANC) isa bank holding company with approximately $9.4 billion in assets and onewholly-owned banking subsidiary, Banc of California, N.A. (the "Bank"). Withour 600+ dedicated professionals, we provide customized and innovative bankingand lending solutions to businesses, entrepreneurs and individuals throughoutCalifornia. We proudly partner with community organizations that providefinancial literacy, job training, small business support, and affordablehousing to help improve the communities where we live and work. With acommitment to service and building enduring relationships, we provide a higherstandard of banking. JOB SUMMARY: Responsible for participating in the preparation and analysis of reports related to all areas of corporate planning. Participates in the annual planning process by analyzing profit and loss variances of proposed initiatives and development of cost center budgets. Develops and analyzes financial reports to support management team's short- and long-term decision making capabilities. Compiles, analyzes and prepares various monthly and ad hoc internal management reports. Performs all duties in accordance with the company's policies and procedures, all U.S. state and federal laws and regulations, wherein the company operates. - ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Participates in the preparation of annual budgets for Executive and Board of Director approval; including working with executive team to outline strategic objectives and financial targets, and coordinating with managers to develop departmental plan.
  • Partners directly in the technical build-out and support of databases, query tools, reporting tools, BI tools, dashboards, etc., to enable analysis, modeling, and advanced data visualization. Provides direction on report content, calculations, metrics, data quality validation, data cleansing, layout and frequency.
  • Compiles, analyzes and prepares various monthly and ad hoc financial reports and recommendations on analytic projects. Performs and supervises various financial analyses and prepares financial data for management reporting.
  • Validates data for and creates reports on variances from established budgets for assigned business areas. Investigates the reasons for those variances and provides summaries and recommendations accordingly. -
  • Continually provides guidance to management in regards to the improvement, maintenance, and documentation of department systems, policies and procedures. -
  • Prepares Board of Directors' financial reports, including variance to approved budget.
  • Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions.
  • Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action.
  • Follows policies and procedures; completes tasks correctly and on time; supports the company's goals and values.
  • Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one's own actions and conduct.
  • Performs other duties and projects as assigned. Bancof California is an equal opportunity employer committed to creating a diverseworkforce. All qualified applicants will receive consideration for employmentwithout regard to age (40 and over), ancestry, color, religious creed(including religious dress and grooming practices), denial of Family andMedical Care Leave, disability (mental and physical) including HIV and AIDS,marital status, medical condition (cancer and genetic characteristics), geneticinformation, military and veteran status, national origin (including languageuse restrictions), race, sex (which includes pregnancy, childbirth,breastfeeding and medical conditions related to pregnancy, childbirth orbreastfeeding), gender, gender identity, gender expression, and sexualorientation. Ifyou require reasonable accommodation as part of the application process pleasecontact Talent Acquisition Partner. ESSENTIAL KNOWLEDGE, SKILLS, AND ABILITIES:
    • Intermediate/Advanced knowledge of financial modeling.
    • Advanced skills in computer terminal and personal computer operation; Microsoft Office applications including but not limited to: Word, Excel, PowerPoint and Outlook.
    • Technical inclination: ability to learn new Finance systems and assist with administration and report development.
    • Experience in Hyperion Essbase a plus.
    • Effective organizational and time management skills.
    • Exceptional oral, written and interpersonal communication skills.
    • Ability to make decisions that have moderate impact on the immediate work unit and cross functional departments.
    • Ability to provide consultation and expert advice to management.
    • Ability to make informal and formal presentations, inside and outside the organization; speaking before assigned team or other groups as needed.
    • Ability to deal with complex difficult problems involving multiple facets and variables in non-standardized situations.
    • Ability to work with little to no supervision while performing duties.
    • Demonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: Regulation Z (Truth in Lending Act), Regulation B (Equal Credit Opportunity Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), Bank Secrecy Act (BSA) in conjunction with the USA PATRIOT Act, Anti-Money Laundering (AML) and Customer Information Program (CIP), Right to Financial Privacy Act (RFPA, state and federal) and Community Reinvestment Act (CRA).
    • Basic knowledge of corporate accounting and pertinent GAAP, SEC rules and regulations including Dodd-Frank Act and Sarbanes-Oxley compliance. EDUCATION, EXPERIENCE AND/OR LICENSES:
      • Bachelor's Degree in Accounting, Finance or related field and a minimum of 5-7+ years related work experience and/or training. -
      • Prior experience in the banking or financial services industry preferred.
      • Three (3) or more years of analytics or financial modeling experience.
      • Experience with analytical software packages/tools/languages, visualization tools and applying such tools to streamline reporting. SALARY RANGE: - $100,000.00 - 142,000.00; Exact compensation may vary based on skills, experience, and location. -

Keywords: Banc of California, Santa Ana , AVP, FP&A Manager, Executive , Santa Ana, California

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