Perform MeasureAnalyst II

Company: CFA Institute
Location: Los Angeles
Posted on: November 14, 2024

Job Description:

PERFORM MEASUREANALYST IIWHAT IS THE OPPORTUNITY?Provide Division system administration, report and analysis, and data management support that maintain, improve delivery and efficiency. Create and compile monthly and quarterly performance data and reports utilizing various CNB systems, reconcile performance discrepancies with manager and assist in performance audits, incentive plan calculations and other special projects as applicable.What you will do

• Design, produce and distribute new and existing ad-hoc performance reports and calculations with various bank systems on a monthly, quarterly, and/or annual basis for performance rankings, measurements, composites, incentives, etc.
• Perform, analyze, audit and reconcile performance results, account postings, transactions and/or other measurements and identify potential discrepancies. Review any discrepancies with manager. Create spreadsheets to monitor and analyze results. Review for unexpected trends, research as appropriate and make recommendations regarding findings and suggested resolutions to management.
• Retrieve and prepare performance measurement and audit tools for use during rankings, reviews, campaigns, annual awards and incentives.
• Assist with annual and quarterly audit. Retrieve and prepare audit reports for use during internal and/or external audits.
• Stay abreast on specific reporting standards, department reporting requirements and bank system changes/enhancements.
• Comply fully with all Bank Operational and Credit policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.).
• Complete all required training.Must-Have*
• H.S. Diploma
• Minimum of 5 years experience in a banking environment required.
• Minimum of 2 years in a performance measurement, performance analysis or performance administration experience required.
• Minimum of 3 years Microsoft Excel experience required.Skills and Knowledge
• Bachelor's degree preferred.
• Must possess strong analytical and math skills.
• Strong understanding of unit and/or division performance measurements and incentive plans, as applicable.
• Strong understanding of CRM tools (e.g. Salesforce, Einstein analytics, etc.)
• Excellent computer literacy with a proven proficiency in Microsoft Excel, Microsoft Access, Word and Power Point and other financial related systems as needed.
• Excellent verbal and written communication skills sufficient to interact with all levels of Bank personnel.CompensationStarting base salary: $71,869 - $114,797 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.*To be considered for this position you must meet at least these basic qualificationsThe preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.Benefits and PerksAt City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues. Get an inside look at our Benefits and Perks.INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENTCity National Bank is an equal opportunity employer committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by law.ABOUT CITY NATIONALWe start with a basic premise: Business is personal. Since day one we've always gone further than the competition to help our clients, colleagues and community flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues to drive phenomenal growth today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies.
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Keywords: CFA Institute, Buena Park , Perform MeasureAnalyst II, Other , Los Angeles, California