Junior Financial Analyst at Customers Bank in New York, NY

Summary: Customers Bank is a super-community bank focused on delivering exceptional customer experiences. The Junior Financial Analyst will assist in financial planning, conduct financial analysis, support management reporting, and collaborate across teams to ensure accurate financial information. Responsibilities: - Assist in financial planning and forecasting: Support the annual planning and monthly forecasting processes, including updating models, gathering data from business units, and helping consolidate submissions - Conduct financial analysis: Perform variance and trend analyses to explain key drivers of business performance compared to budget and forecast - Support management reporting: Help prepare management reports, KPI dashboards, and presentations for leadership and board reviews - Collaborate across teams: Work closely with Corporate FP&A, business partners, and Accounting to ensure accurate and timely financial information - Participate in process improvement: Support efforts to streamline reporting, automate manual tasks, and enhance data accuracy and efficiency - Ad hoc analysis: Assist in conducting “what-if” scenario analysis and other ad hoc financial projects to support strategic and operational decisions - Support quarterly earnings activities: Provide analysis and data preparation as part of the quarterly results and investor relations support process - Hybrid work model: Four days per week in the office and one day remote Required Qualifications: - 0–2 years of experience in corporate finance, FP&A, banking, or a related analytical role (internships or co-op experience preferred) - Strong analytical and quantitative skills with a foundational understanding of financial statements - Proficiency in Excel and PowerPoint; experience with financial systems (Workday Adaptive, Workday Financial, QRM, or similar) is a plus - Excellent attention to detail and accuracy in data handling - Ability to manage multiple priorities and meet deadlines in a dynamic environment - Clear communication and collaboration skills across teams and levels of the organization - Bachelor's degree in Finance, Accounting, Economics, or a related field - Strong academic credentials Preferred Qualifications: - CFA/CPA a plus Required Skills: Financial analysis, Excel proficiency, Financial modeling Important Skills: PowerPoint proficiency, Attention to detail Nice-to-Have Skills: Proactive learner, Curiosity, Professionalism, Continuous improvement, manage priorities, Clear communication, Collaboration skills, Integrity