Financial Systems Senior Analyst

Posted Yesterday
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Phoenix, AZ, USA
In-Office
Senior level
Fintech • Software • Financial Services
The Role
Supports administration, optimization, data management, reporting, and user support for Oracle EPM and Smart View financial systems. Partners with Finance, FP&A, Accounting, Treasury, IT, and other stakeholders on budgeting, forecasting, reporting, reconciliations, controls, and process improvements. Troubleshoots data and system issues, maintains metadata and business rules, supports integrations and close processes, develops reporting templates, and documents procedures. The role also assists with SOX compliance, access management, audits, testing, training, and financial systems modernization.
Summary Generated by Built In

Job Title:

Financial Systems Senior Analyst

Location:

CityScape

What you'll do:

The Financial Systems Senior Analyst supports the administration, optimization, and ongoing operation of the organization's Oracle Enterprise Performance Management platform, including Oracle EPBCS and Smart View. This role partners with Finance, FP&A, Accounting, Treasury, ALM, IT, and other business stakeholders to ensure financial data is accurate, timely, well controlled, and available for budgeting, forecasting, reporting, and management decision-making.
The ideal candidate brings a strong blend of finance, accounting, systems, reporting, and analytical skills, with the ability to troubleshoot financial data issues, support month-end forecasting activities, improve Smart View reporting, and help modernize financial systems processes.
Oracle EPM / EPBCS Administration
  • Support the administration and maintenance of Oracle EPM Cloud applications, including EPBCS planning and reporting environments.

  • Maintain and validate metadata, dimensions, hierarchies, forms, dashboards, reports, and business rules.

  • Execute, monitor, and troubleshoot monthly, quarterly, and annual planning, forecasting, and reporting processes.

  • Assist with testing Oracle EPM monthly updates, enhancements, patches, and configuration changes.

  • Partner with Finance leadership and IT to support application security, access reviews, change management, and system governance.

Data Management, Loading and Reconciliation
  • Load, validate, reconcile, and certify financial and operational data in EPBCS for actuals, forecasts, budgets, and management reporting.

  • Support data integrations and recurring data feeds from Accounting, Treasury, ALM, HR, data warehouse, and other source systems.

  • Investigate data quality issues and reconcile differences between source systems, EPBCS, Smart View reports, and downstream reporting outputs.

  • Document key data flows, dependencies, control points, and recurring monthly processes.

  • Identify opportunities to automate manual data preparation, validation, and reporting activities.

Smart View Reporting and End-User Support
  • Develop, maintain, and enhance Oracle Smart View templates, reports, templates, ad hoc retrievals, and recurring analysis workbooks.

  • Train and support FP&A, Accounting, and business users on Smart View functionality, reporting standards, and best practices.

  • Troubleshoot Smart View connection, retrieval, submission, formatting, and data refresh issues.

  • Create clear documentation, user guides, standard operating procedures, and training materials for recurring financial systems processes.

FP&A and Financial Reporting Support
  • Support monthly forecast, annual budget, long-range planning, variance analysis, and executive reporting cycles.

  • Partner with FP&A teams to understand reporting needs and translate business requirements into scalable system solutions.

  • Assist with financial data analysis, trend analysis, and recurring management reporting packages.

  • Support close and forecasting deadlines by coordinating data readiness, resolving system issues, and communicating status to stakeholders.

Controls, Compliance and Process Improvement

  • Support SOX, audit, access management, data governance, and documentation requirements for financial systems processes.

  • Maintain process documentation and evidence for recurring close, forecast, budget, and reporting activities.

  • Recommend and implement process improvements that increase efficiency, data accuracy, transparency, and user adoption.

  • Collaborate with IT, Oracle Support, vendors, and business partners to resolve system issues and improve finance technology capabilities.

What you'll need:

  • Bachelor's degree in Finance, Accounting, Economics, Information Systems, Computer Information Systems, Computer Science, or a related field.

  • 5+ years of experience supporting financial systems, FP&A processes, accounting systems, reporting platforms, or business intelligence tools.

  • Hands-on experience with Oracle EPM Cloud, EPBCS or PBCS, Essbase, Oracle SmartView, planning applications, financial metadata, and business rules.

  • Experience using Oracle Smart View for reporting, data retrieval, ad hoc analysis, and data submission.

  • Working knowledge of budgeting, forecasting, month-end close, financial reporting, reconciliations, and variance analysis.

  • Strong analytical, troubleshooting, communication, documentation, and stakeholder management skills.

  • MS or MBA preferred.

  • CPA, CFA, CMA, Oracle EPM certification, or relevant professional certification preferred.

  • Experience in banking, FP&A, financial services, or a highly regulated environment preferred.

  • Experience with Oracle EDM, PCMCS, EPM Automate, Data Management, Data Integrations, Narrative Reporting, Power BI, SQL, automation tools, or data warehouse platforms preferred.

  • Experience documenting financial systems processes, internal controls, audit, system changes, and recurring operational procedures preferred.

Benefits you’ll love:
We offer all the important things you'd want — like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you’ll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career!

About the company:

Western Alliance Bank, Member FDIC, is a wholly owned subsidiary of Western Alliance Bancorporation. Serving clients nationwide, Western Alliance Bank includes six legacy bank brands — Alliance Association Bank, Alliance Bank of Arizona, Bank of Nevada, Bridge Bank, First Independent Bank and Torrey Pines Bank — that remain part of the company’s heritage, as well as AmeriHome Mortgage, a Western Alliance Bank Company.

Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, sex, color, religion, age, nation origin, marital status, disability, protected veteran status, sexual orientation, gender identity or genetic information. Western Alliance Bancorporation is committed to working with and providing reasonable accommodations for individuals with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and/or need an alternative method of applying, please email [email protected] or call 602-386-2488.  When contacting us, please provide your contact information and state the nature of your accessibility issue.  We will only respond to inquiries concerning requests that involve a reasonable accommodation in the application process.

© Western Alliance Bancorporation

Skills Required

  • Bachelor's degree in Finance, Accounting, Economics, Information Systems, Computer Information Systems, Computer Science, or a related field
  • 5+ years of experience supporting financial systems, FP&A processes, accounting systems, reporting platforms, or business intelligence tools
  • Hands-on experience with Oracle EPM Cloud, EPBCS or PBCS, Essbase, Oracle Smart View, planning applications, financial metadata, and business rules
  • Experience using Oracle Smart View for reporting, data retrieval, ad hoc analysis, and data submission
  • Working knowledge of budgeting, forecasting, month-end close, financial reporting, reconciliations, and variance analysis
  • Strong analytical, troubleshooting, communication, documentation, and stakeholder management skills
  • MS or MBA
  • CPA, CFA, CMA, Oracle EPM certification, or relevant professional certification
  • Experience in banking, FP&A, financial services, or a highly regulated environment
  • Experience with Oracle EDM, PCMCS, EPM Automate, Data Management, Data Integrations, Narrative Reporting, Power BI, SQL, automation tools, or data warehouse platforms
  • Experience documenting financial systems processes, internal controls, audit, system changes, and recurring operational procedures

Western Alliance Bank Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Western Alliance Bank and has not been reviewed or approved by Western Alliance Bank.

  • Strong & Reliable Incentives — Feedback suggests annual bonuses are broadly available and can materially lift total compensation when business conditions are favorable. Participation spans many roles beyond executives.
  • Equity Value & Accessibility — Equity grants are described as widely accessible to employees at multiple levels, adding long‑term value to the package. This breadth helps align employees with company performance.
  • Retirement Support — The 401(k) program is positioned as a standout with an employer match structure viewed as stronger than common offerings. Automatic enrollment reinforces accessibility and participation.

Western Alliance Bank Insights

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The Company
HQ: Phoenix, Arizona
4,045 Employees

What We Do

Western Alliance Bancorporation (NYSE: WAL) is one of the country’s top-performing banking companies. Its primary subsidiary, Western Alliance Bank, Member FDIC, offers a full spectrum of tailored commercial banking solutions and consumer products, all delivered with outstanding service by banking and mortgage experts who put customers first. Serving clients across the country wherever business happens, Western Alliance Bank operates individual, full-service banking and financial brands with offices in key markets nationwide.

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