Business Performance Analyst - San Diego, CA

San Diego, California
Apr 01, 2024
Apr 02, 2025

Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive.      


As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards.  


We are looking for a seasoned Business Performance Analyst in San Diego, CA. This role provides management reporting and analysis of portfolio growth and sales activities for assigned business groups.  



Essential Functions: 

  • Provides management reporting and analysis of portfolio growth and sales activities for assigned business groups.  

  • Develops and designs reports and complex queries, extracting data from data warehouse.  

  • Provides sales performance to goals analysis specific to individual product and banker performance.  

  • Analyzes and administers assigned business unit incentive plan programs, analyzing sales performance against established goals.  

  • Tracks key performance metrics and provides performance reporting to management.  

  • Calculates incentive payments according to incentive plan guidelines.  

  • Tracks incentive expense to budget.  

  • Provides training and interpretation of incentive plan guidelines to managers and employees.  

  • Works with business unit managers and HR Compensation on proposed modifications to current incentive plans and recommendations for new incentive plans.  

  • Administers other employee recognition programs, marketing campaigns and events.  

  • Other duties as assigned. 




  • Requires a bachelor's in business, finance, or related field and 2+ years' experience in financial analysis, sales, incentive compensation, budgets or other directly related experience. A combination of education and experience may meet qualifications.  

  • Working knowledge of financial analysis principles, applications, and methods.  

  • Must have strong analytical skills.  

  • Ability to develop financial models.  

  • Strong written and verbal communication skills.  

  • Ability to prepare oral and written reports.  

  • Ability to work in a heavily deadline-oriented environment.  

  • Ability to work individually and as part of a team.  

  • Ability to identify, research, coordinate and resolve issues.  

  • Must be organized, detail-oriented, and able to multi-task.  

  • Works effectively with co-workers and both internal and external customers.  

  • Excellent computer skills (Excel, Word, PowerPoint, Access). 





  • Medical, Dental and Vision Insurance - START DAY ONE! 

  • Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance 

  • Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts 

  • Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays 

  • 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience 

  • Mental health benefits, including coaching and therapy sessions 

  • Tuition Reimbursement for qualifying employees 

  • Employee Ambassador preferred banking products 



This position is eligible to earn a base salary in the range of $61,000 - $89,000 annually depending on job-related factors such as level of experience. 




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