For more than 70 years, IDB Bank has made it our mission to be the best bank for our clients by putting their needs first, and the success we’ve enjoyed fundamentally comes down to our people. Here at IDB, you’ll work side by side with some of the most talented professionals in the industry who share a strong sense of teamwork and a passion for providing exceptional service down to the smallest detail. We offer a comprehensive benefits package that includes generous paid time off and the ability to participate in our medical coverage and 401(k) plan on your very first day with us. We are also committed to diversity and inclusion, and to providing all of our team members with an equal opportunity to succeed and make meaningful contributions within a work environment that is respectful, welcoming and inclusive.
Financial Analyst (FA) will work within Treasury Management Products, Sales and Services unit of IDBNY. The role will be focused on gathering business requirements from users, analyzing the need, creating business requirement documents and designing solutions while partnering with other stakeholders.. The FA will create senior management reporting packages around revenue, KPIs, sales in pipeline, transactional risk, etc.
Job Duties
Compensation
The expected annual salary for this position is between $85,000 and $100,000 at the start of employment. A salary offer is determined on an individualized basis, taking into consideration factors such as an individual’s skills and experience. In addition to base salary, our total rewards package also includes eligibility for an annual bonus, medical, pharmacy, dental, and vision plans, life and disability insurance, employee wellness program, retirement and savings plans with employer contributions, generous holiday and paid time off schedules, parental leave, and tuition reimbursement.
The Bank will make reasonable accommodations to the following employees to allow them to perform the essential functions of their position, except where doing so would result in undue hardship to the Bank:
Any employee who believes he or she needs an accommodation for any of the above reasons should contact their supervisor or a member of Human Resources to request such an accommodation. In each case, the Bank will engage in a good faith written or oral dialogue concerning the individual’s accommodation needs; potential accommodations that may address the individual’s accommodation needs, including alternatives to a requested accommodation; and the difficulties that such potential accommodations may pose for the employer.
The Bank retains the ultimate discretion to choose the appropriate reasonable accommodation. Upon reaching a final determination at the conclusion of the cooperative dialogue, the Bank will provide the requesting individual with a written final determination identifying any accommodation granted or denied. In addition, the Bank will maintain any information regarding the employee’s request and status in the strictest confidence, except as requested by the employee, as required on a need-to-know basis or as otherwise required by law.
Disclaimer
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.
All your information will be kept confidential according to EEO guidelines.
We are operating on a hybrid schedule.
NO AGENCIES PLEASE.
IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT.
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At IDB Bank in New York, NY, we're searching for a Financial Business Analyst to join our dynamic Treasury Management Products, Sales and Services team. For over 70 years, we’ve committed to putting our clients first, and you’ll be working alongside some of the most talented professionals in the banking industry. In this role, you will be at the forefront of gathering business requirements and creating solutions that enhance our services. You'll analyze trends, identify areas for improvement, and work closely with various stakeholders to deliver comprehensive reports that include metrics like KPIs and revenue projections. Your contributions will shape how we optimize our treasury solutions, improve product marketing, and support internal audits. To succeed, you should bring at least three years of experience in financial analysis and be skilled in Excel, as well as having familiarity with tools like PowerBI and Salesforce a plus. Here at IDB, we pride ourselves on our collaborative environment and exceptional service, and you’ll find a wide array of benefits including generous paid time off and a comprehensive medical plan. Join us in a place where your skills will be valued and where your career can grow while helping us continue to serve our clients with excellence.
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