Financial Analyst - FP&A - SLC or Houston - Hybrid Schedule

Salt Lake City, Utah
Jan 01, 2024
Jan 01, 2025

Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets., We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers.


With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity. 


Zions Bancorporation is currently accepting applications for a Financial Analyst to work a hybrid schedule in downtown Salt Lake City, Utah or Houston, Texas as part of the Financial Planning & Analysis (FP&A) team.


Financial Planning & Analysis is a key partner to executive and business line leaders in the company, enabling all levels of the organization to make informed, data-driven decisions to create sustainable financial performance and enhance shareholder value.


More specifically, the Corporate FP&A team is responsible for internal executive reporting, planning and ad hoc executive analytical requests. This position has a high level of exposure to executive management and insight into the financial results of the organization. It is imperative that the candidate have an eye for automation and process improvement to simplify routine processes and focus on advanced value-adding analysis.


The Financial Analyst will:


  • Create executive and board-level presentations explaining key financial trends
  • Produce monthly financial reporting for an executive audience
  • Contribute to annual planning and quarterly forecasting processes, owning the timeline for all groups within the bank and understanding the treasury and other central functions
  • Be a subject matter expert in various miscellaneous but impactful items such as FDIC insurance
  • Perform ad hoc analytical requests as needed





  • Advanced Excel skills are required, including but not limited to concepts such as INDEX-MATCH, XLOOKUP, TEXT, INDIRECT, array formulas, pivot tables with calculated fields, named objects and basic VBA
  • Experience using Hyperion for reporting, planning and ad hoc analysis is preferred
  • Familiarity with bank products and bank financial statements is preferred
  • Some familiarity with the banking capital regulatory environment is a plus
  • A desire and an ability to find ways to continually improve processes and drive efficiency
  • Ability to handle periodic tight deadlines and occasional extra workload
  • Ability to contend with competing demands and occasionally changing requirements
  • Experience using SQL to query and manipulate large datasets is a plus
  • Experience using SAP Business Objects is a plus
  • 4 years of related work experience are required; additional experience is preferred
  • Bachelor's degree in a related or quantitative discipline (finance, economics, math, etc.) is preferred
  • Master's degree in a related or quantitative discipline may substitute for experience

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