Customers Bank

Forecast Analyst

1 month ago(12/22/2017 4:07 PM)
Job ID
# of Openings


At Customers Bank, we believe in working hard, working smart, working together to deliver memorable customer experiences, and having fun. Our vision, mission, and values guide us along our path to achieve excellence. Passion, attitude, creativity, integrity, alignment, and execution are cornerstones of our behaviors. They define who we are as an organization and as individuals. Everyone is encouraged to have personal development plans. By doing so, our team members are on their way to achieve their highest potential and be successful in their personal and professional lives.

Customers Bank, recently named by Forbes magazine as the 35th Best Bank in America (there are over 5,700 banks in the United States!), has an immediate opening for a Forecast Analyst within our Corporate Planning team. As a Forecast Analyst, you will be responsible for developing the monthly forecast and annual loan and deposit budget. You will also complete monthly and ad-hoc forecast reporting, partner with business units for input into the ALM model, and complete variance analysis.

We are looking for a highly motivated, analytical thinker who thrives in a fast-paced environment.


  • Develop and maintain financial forecasts and budgets (monthly and quarterly).
  • Manage the collection of new business assumptions; which includes gathering volumes, rates, timing, and the maturity profile.
  • Complete various, ‘what if’ scenarios and special projects to support strategic decision-making (e.g. "what if" strategic analysis, capital forecasting, new product P&L projections, etc.)
  • Review and identify inconsistencies and/or issues within in the business unit’s forecast and make the appropriate changes in the model and reports.
  • Develop forecast change recommendations supported by internal and external data such as general ledger trends, business initiatives, market trends, etc.
  • Review forecast change impacts and document their financial impact, providing a short narrative for each.
  • Manage month end variance analysis comparing actual balances to forecasted balances including both the balance sheet and income statement. Develop support analysis/commentary.
  • Ensure proper controls are in place for processes in order to consistently deliver high-quality, accurate output.
  • Support headcount modeling and planning.
  • Perform monthly financial reporting, including yield decomposition and committee requirements.
  • Load and reconcile forecast and budget information that is maintained in Hyperion Essbase.
  • Perform other duties as assigned.


  • At least 3 years of work experience in financial planning and analysis, accounting, investment banking, and/or corporate finance required.
  • Bachelor’s Degree required.
  • Familiarity with financial modeling. 
  • Working knowledge of GAAP accounting issues as they relate to the banking industry.
  • Familiarity of banking products and processes desired.
  • Ability to understand and analyze a financial institution balance sheet, income statement, and capital.
  • Exceptional attention to detail and accuracy.
  • Strong analytical, problem-solving skills, and business acumen.
  • Highly effective communications skills.
  • Strong relationship building skills with various Business Units within the organization.
  • Project and time management skills.
  • Ability to work well under pressure and within short time constraints in a complex system and business environment.
  • Microsoft Excel mastery and proven experience in building spreadsheet models.
  • Familiarity with financial modeling software.
  • Hyperion Essbase experience preferred.
  • Ability to understand large volumes of multi-dimensional data, and manipulate it with SQL/VBA and/or Access highly desired.


Customers Bank will provide consideration for employment to qualified applicants without regard to their race, color, religion, national origin, sex/ gender, sexual orientation, gender identity, protected veteran status or disability.


VEVRAA Federal Contractor, seeking priority referral of qualified protected veterans.



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