Customers Bank · 4 hours ago
Junior Financial Analyst
New York, NY
Full-time
Hybrid
New Grad, Entry Level
$60K/yr - $70K/yr
0+ years expCustomers 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.
BankingCommercialFinancial ServicesVenture Capital
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
Qualification
Required
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
CFA/CPA a plus
Company
Customers Bank
Customers Bank offers commercial, consumer, and specialty banking services.
Founded in 1997Washington, District of Columbia, USA
501-1000 employees
Funding
Current Stage
Public CompanyTotal Funding
$357.95M2025-09-03Post Ipo Equity· $150M
2019-12-10Post Ipo Debt· $74.75M
2014-12-30IPO
Leadership Team
Philip Watkins
Chief Financial Officer
Robert Fischer
Senior Vice President, Regional Chief Lending Officer
Recent News
2026-01-23
2026-01-23
Morningstar.com
2026-01-18
Company data provided by crunchbase