• Senior Financial Analyst

    Job Locations
    US-CA-San Francisco
  • Overview

    First Republic is an ultra-high-touch bank that provides extraordinary client service. We believe that one-on-one interactions build lasting relationships. We move quickly to serve our clients’ needs so that their financial transactions are handled with ease and efficiency. Client trust and security are paramount in our line of business. Ultimately, our goal is unsurpassed client satisfaction which will lead to personal referrals – our number one source of new business.


    We recognize that our competitive advantage starts with our people and our culture. At First Republic, we work hard and move quickly as a very coordinated team. If you are looking for an opportunity to grow and contribute in a fun, fast-paced environment, First Republic is the place for you. We have exceptional people focused on providing extraordinary service.


    The Finance Department is responsible for monitoring and directing the Bank’s financial health. We work with teams across the Bank to set growth strategies, explore initiatives, observe market trends, monitor risk, tackle the latest regulatory requirements, and plan the Bank’s financial and strategic future.


    The ideal candidate has a strong skill-set in areas like finance, statistics, math, or accounting. The candidate should be able to create high-level strategic analyses and dive into detailed Bank financial information. Most importantly, the candidate should be a critical thinker who can connect the dots --for example, by noticing when a change in one report might have downstream effects or influence other work streams. The candidate should be a team player both within the Finance team and throughout the Bank. There will be high exposure to other departments in this role, such as Investor Relations, Accounting, Financial Reporting, and Credit Administration, as well as exposure to Bank executives. People across the Bank, including Bank executives, will depend on this person to provide accurate and timely information and to assist them in understanding differences between distinct datasets. We seek to fill this position with a candidate who will be a self-starter; who will identify opportunities for process improvement; and who will execute process improvements wisely and efficiently.


    • Prepare monthly forecasts of entire balance sheet and income statement presented to senior management.
    • Develop annually the Bank’s 5-year business plan, which includes gathering forecasting assumptions, running projections in the asset-liability management system, and presenting results to senior management.
    • Support month end, 10-Q/10-K, board, and regulatory reporting during regular business cycles.
    • Build and utilize various internal models for business planning and monthly forecasting.
    • Continuously seek out opportunities for process improvement.
    • Analyze large data sets, summarize results and highlight key findings.
    • Develop ad hoc reports as requested by senior management and the C-suite.
    • Perform duties & responsibilities specific to department functions & activities or as assigned by supervisor.
    • Responsibilities include the following: 1) adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to Anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting suspicious activity to the AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.



    Skills, Knowledge, and Abilities:

    • 5+ years' professional experience; financial services experience a plus
    • Undergraduate degree in Finance, Economics, Accounting, or related field preferred
    • QRM or ALM experience highly preferred
    • Financial modeling experience preferred
    • Experience in interpreting, comparing and understanding quantitative information from a variety of sources
    • Experience in the financial services industry is a plus
    • Familiarity with Excel is an essential part of this position.
    • SQL and/or Hyperion Essbase expertise is valued
    • Familiarity with Access and PowerPoint is also favorable
    • Detail oriented and organized
    • Excellent verbal and composition skills
    • Team player
    • Furthers the First Republic Bank culture and values

    Mental/Physical Requirements:

    • Vision must be sufficient to read data reports, manuals and computer screens.
    • Hearing must be sufficient to understand a conversation at a normal volume, including telephone calls and in person.
    • Speech must be coherent to clearly convey or exchange information, including the giving and receiving of assignments and/or directions.
    • Position involves sitting most of the time, but may involve walking or standing for brief periods of time.
    • Must be able to travel in a limited capacity.


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