US Analyst, CFO Solutions

General information

Entity

Reference

Update date

Business type

Types of Jobs - Finance / Accounting

Job title

US Analyst - CFO Solutions

Contract type

Fixed-Term Contract

Term (in months)

24

Job summary

U.S. Analyst Program

The U.S. Analyst Program is for recent graduates starting a career in corporate & investment banking. It offers training, mentoring and exposure across the Finance function. The position runs for a maximum of two years, with the objective of developing the Analyst into a permanent role at the end of that period or earlier, subject to performance and available headcount.

Finance Department

The Financial Steering & ALM division sits within the Finance Department and covers 3 product lines at Credit Agricole CIB Americas: Profitability & Internal Pricing (PIP), Asset/Liability Management (ALM), and CFO Solutions (CFX). This provides analysis of the Bank’s business activities across solvency, liquidity, balance sheet, profitability, regulatory status, and analysis of relevant data in order to provide optimization suggestions.

CFO Solutions is the data and analysis team within the division. It collects financial/regulatory data from a range of sources across the Bank, structures it so that it can be used with confidence, analyses it to find what is useful to management, and delivers the result through reports & analytical tools. Work is done in Python, Power BI and Excel, along with AI tools approved for use.

Position Overview

• Collect data from source systems & other teams, and structure it into a form that can be used/reused
• Check and clean data, and resolve differences between sources
• Analyze data to identify trends, drivers, risks etc. useful to management
• Produce the recurring reporting that goes to management, regulators, business lines
• Build and maintain dashboards, models and analytical tools, including business line scorecards, regulatory indicator views and balance sheet analytics
• Work with Python, Power BI and Excel, and use the Bank’s approved AI tools to work faster

Primary Responsibilities

Collecting/Structuring Data:

• Gather financial/regulatory data from source systems and from internal teams
• Clean, standardize, organize that data so it can be used consistently across reports and analysis
• Reconcile figures between sources, resolve differences where possible and escalate the rest
• Document data sources, definitions and reporting steps, so that processes do not depend on one person

Analyzing Data:

• Examine movements in P&L, balance sheet, capital and regulatory indicators, and identify what is driving them
• Look for trends, patterns and risks that management should know about
• Carry out variance and scenario analysis, and contribute to forecasting work as the team develops it
• Set out findings clearly, in writing and presentation material for senior management

Building Reports & Tools:

• Contribute to the monthly and quarterly financial reporting cycle
• Build/maintain Power BI dashboards covering P&L, balance sheet, capital, regulatory indicators
• Write Python to automate data collection, checks, report production
• Use AI tools to work faster on code, analysis, and documentation

Supplementary Information

Why This Role?

This is an entry-level position with a structured learning path. The work has three parts of roughly equal weight: getting data into usable shape, analyzing it, and building the reports and tools that deliver it. The Analyst is expected to contribute to all three rather than specialize in one. You will see and learn how a global bank measures its own profitability, capital and liquidity, and you will work with the people who use that information to make decisions. 

Salary: $80,000

Geographical area

America, United States Of America

City

NEW YORK

Candidate criteria

Minimal education level

Bachelor Degree / BSc Degree or equivalent

Academic qualification / Speciality

Education Essential:

Bachelor’s degree in a quantitative discipline: Mathematics, Statistics, Engineering, Econometrics, Economics, Finance, Data Analytics, Computer Science or a related field

Education Preferred:

Master’s degree in a quantitative discipline is a plus

Level of minimal experience

0-2 years

Experience

Experience Essential:

• Experience in Finance, data analytics, or a related field is a plus. Recent graduates are welcome - internships and academic projects are valued.
• Experience working with data end to end: collecting it, cleaning it and drawing something out of it
• Practical use of Python and Excel on real data, from any setting
• Comfort with quantitative analysis and basic statistics

Required skills

Skills & Knowledge Essential:

• Experience with Power BI, Python, MS Office, SQL
• Hands-on use of AI tools for analysis, research or writing code
• Willingness to learn quickly. This matters more than what the candidate already knows.
• Analytical thinking. Able to break a question down, work out which data answers it, and reach a conclusion that holds up to challenge.
• Attention to detail and data accuracy
• Curiosity: interest in why a number moved, not only what it is
• Organized approach to work and good time management
• Interest to quantitative analysis: variance and driver analysis, growth rates, trends and time series. Forecasting and optimization are areas the team is developing.
• Basic understanding of financial concepts such as balance sheet, P&L, profitability, RWA and cost of risk. Prior banking knowledge is not required.