Partnering with mission-driven entrepreneurs to build Rocky Mountain technology companies of impact, utility, and value.

You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team.

As a Financial Analysis Professional in our Finance team you will spend each day defining, refining and delivering set goals for our firm.

Forecast Automation and Execution Product (FAE) is responsible for planning as well as execution of CCAR/Stress/Budget exercises, coordinating the submission of CCAR results to our regulators, monitoring and tracking of QMs that are used during official exercises, building controls and governance around the forecast process, deriving and provide insights of the forecast to finance and risk teams, remediation of existing MRIA/MRA issued, driving improvements and automation in our Finance forecasting processes and control/risk environment. We work across CCB with SMEs, technology teams, and supporting Products to automate processes, systematize data, and visualize results. The FAE product aids with process re-engineering to allow management flexibility without sacrificing timely results while reducing forecasting timeline.

Job Responsibilities:

• Think holistically about business performance levers
• Execute current forecasting processes and validate the results
• Adhere to execution procedures and control policies throughout model execution process while proactively recommending ways to improve our forecasting and reporting processes
• Partner effectively with risk, finance, modeling, and technology teams to develop or enhance forecast solutions
• Present your results and recommendations clearly and concisely to senior management
• Develop automation projects using latest tools to enable management teams arrive at forecast results in an accurate and timely manner
• Detect and resolve issues related to supported processes & automated solutions through analysis, collaboration with stakeholders and testing

Required qualifications, capabilities and skills:

• Bachelors/Master’s degree in engineering and or finance
• 5+ years of relevant experience in an finance/banking domain
• Experience in Anaplan modelling required
• Experience in cloud native solutions like Databricks or AWS suite, etc
• Exposure to programming languages like Python/R is desirable
• Experience in Analytics tools like Alteryx and BI tools like Tableau, Qlikview, etc
• Strong analytical, critical thinking and problem-solving skills with ability to analyze large data sets and present conclusions concisely
• Capable of working in a dynamic environment and managing multiple projects with tight timelines

Preferred qualifications, capabilities and skills :

• Business Intelligence and Finance Fundamentals knowledge preferred