California Bank & Trust | Business Performance Analyst – San Diego, CA | San Diego, CA | United States | BigDataKB.com | 11/12/2022

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Job Location: San Diego, CA

Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate’s unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive.

As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for “Best Bank” and “Best Commercial Bank” from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for “Overall Client Satisfaction” in Small Business & Middle Market Excellence Awards.

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We are looking for a seasoned Business Performance Analyst in San Diego, CA. This role provides management reporting and analysis of portfolio growth and sales activities for assigned business groups.

The ideal candidate will have the skills and experience necessary to:

  • Provides management reporting and analysis of portfolio growth and sales activities for assigned business groups.

  • Develops and designs reports and complex queries, extracting data from data warehouse.

  • Provides sales performance to goals analysis specific to individual product and banker performance.

  • Analyzes and administers assigned business unit incentive plan programs, analyzing sales performance against established goals.

  • Tracks key performance metrics and provides performance reporting to management.

  • Calculates incentive payments according to incentive plan guidelines.

  • Tracks incentive expense to budget.

  • Provides training and interpretation of incentive plan guidelines to managers and employees.

  • Works with business unit managers and HR Compensation on proposed modifications to current incentive plans and recommendations for new incentive plans.

  • Administers other employee recognition programs, marketing campaigns and events.

  • Other duties as assigned.

Qualifications:

  • Requires a bachelor’s in business, finance, or related field and some experience in financial analysis, sales, incentive compensation, budgets or other directly related experience. A combination of education and experience may meet qualifications.

  • Basic knowledge of financial analysis principles, applications, and methods.

  • Must have solid analytical skills.

  • Ability to develop financial models.

  • Solid written and verbal communication skills.

  • Ability to prepare oral and written reports.

  • Ability to work in a heavily deadline-oriented environment.

  • Ability to work individually and as part of a team.

  • Ability to identify, research, coordinate and resolve issues.

  • Must be organized, detail-oriented, and able to multi-task.

  • Works effectively with co-workers and both internal and external customers.

  • Excellent computer skills (Excel, Word, PowerPoint, Access).

Benefits:

  • Medical & Dental Insurance & Vacation & Profit Sharing – START DAY ONE!

  • 401(k) plan, competitive compensation in line with work experience.

  • Most roles eligible for sales bonuses + monthly incentives and/or annual discretionary bonus, some roles include mileage + travel time pay, and/or parking waivers (must meet eligibility requirements

  • Paid Training, Paid Vacation, Paid Holidays, and promotional opportunities offered from within

  • Tuition Reimbursement for qualifying employees

  • Stable Employer, we are a division of Zions Bancorporation and included in the S&P 500 & NASDAQ Financial 100 indices.




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