Business & Planning Analyst


Buffalo, NY

What you'll be doing

Provide profitability reporting for the commercial bank sales team, as well as other divisions and support areas of the bank. Produce the pro forma report, which is a key component of the packages sent to regular formal loan approval bodies such as the senior loan committee (SLC) and others. Provide numerous profitability-based reporting and analyses as requested by executive/senior management. Develop keen understanding of and ability to introduce and implement improvements to the commercial profitability analytics (CPA) process. Work with the finance, product management, & treasury departments and other areas to maintain and enhance the design & performance of the pro forma models (both Excel & Web-based), as well as the production methodologies and technologies involved in profitability modeling. Proactively contribute in the creation of the annual CCP book and other required regular analyses by organizing, modeling and expressing key financial/economic data/concepts into effective reporting. Maintain, develop and implement profitability reports/databases for executive & senior management.

What your background should be

Working knowledge of Windows and PC software programs to include MS Office products. Excellent verbal and written communication skills. Familiar with the use of spreadsheet, database, graphing, presentation and department specific software with a general knowledge of financial models. Prior departmental experience, proficiency with MS Access, familiarity with statistical analysis. Strong analytical ability and creative problem solving skills. Ability to interact effectively with all levels of personnel. Ability to work independently and function as a member of a project team.

Required Schooling / Training

Bachelor degree.

Who is the client company

This is one of the United States bank holding company.
If you are interested in this position, send your resume to