Avp, Financial Analysis & Reporting

Bofi Federal Bank San Diego , CA 92140

Posted 1 week ago


Born digital, Axos BankTM has reinvented the banking model, growing to nearly $10 billion in assets in just 19 years. With a broad and ever-growing range of financial products, Axos Bank is rated among the top 5 online banks in the country! Axos Financial is our holding company and publicly traded on the New York Stock Exchange under the symbol (NYSE: AX).

We bring together human insight and digital expertise to anticipate the needs of our customers. Our team members are innovative, technologically sophisticated, and motivated to achieve.

We are looking for a creative, smart financial & analytical leader to join the Financial Reporting & Accounting team to lead our FP&A and budgeting software implementation and be our master in database analysis and report creation using Tableau, Microsoft Visual Studio, SQL Server (SSAS, SSRS), Report Builder, and Excel. Additional work will take the form of a wide variety of internal projects where the candidate will provide analytical and strategic support. Duties can include researching and interacting with vendors and overall driving continuous improvements throughout the company. The team environment and variety of work provide a great place to both advance one's skills and contribute to the overall good of the team.

Responsible for identifying systems enhancements and project managing the integration and implementation of financial functions, which create efficiencies in all accounting and financial reporting functions.

  • Develop/implement system applications that support all accounting and financial functions for the Bank

  • Responsible for the coordination and direction of special projects relating to financial systems that affect Controls and Procedures

  • Develop tools to analyze monthly overall balance sheet and profit and loss analytical review to assure all closing entries are recorded and changes between periods are reasonable

  • Performs research and assists in problem resolution

  • Function as Finance & Accounting department systems expert

  • Develop staff technical capabilities so that they can perform their assigned functions more efficiently

  • Systematically identify ways to automate financial function and analysis performed outside of core systems

  • Critically evaluate current systems and perform gap analysis, recommend solutions and implement

  • Critically evaluate processes; recommend enhancements and ensure process maps and procedures are current and in the Bank's format

  • Develop and formalize procedures to facilitate clear communication between business units and Finance & Accounting

Key Skill Sets or Knowledge

  • Strong customer focus with the ability to communicate at all levels of the Bank, verbally and in writing

  • Good stakeholder management skills

  • 2+ years' experience writing free hand SQL

  • 2+ years' experience using Microsoft Visual Studio, BIDs, and/or Report Builder

  • Project management: Develop project management activities and tracking, communicate with stakeholders and deliver projects on time

  • Accurately report on completed projects, including benefits

  • Microsoft Office Suite, Hyperion and Oracle

Desired Career Experience &

Education Requirements:
  • Bachelor's degree in Accounting, Finance or related field

  • Demonstrable project management experience

  • Technical expertise (financial systems analysis, process automation, specifications scoping)

  • Banking regulations, systems and processes

  • Change management and system implementation experience


  • MS Report Builder experience

  • 2+ years' SSRS, SSAS experience

  • Knowledge of Jack Henry Banking Systems

  • CPA or CFA

Apply directly for consideration as we are not using any outside agencies for any of our openings

Job Functions & Work Environment:

The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.

While performing the duties of this position, the employee is required to sit for extended periods of time. Manual dexterity and coordination are required while operating standard office equipment such as computer keyboard and mouse, calculator, telephone, copiers, etc.

Equal Employment Opportunity:

Axos Bank is an equal opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, religious creed, color, sex (including pregnancy, breast feeding and related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, marital status, age, protected medical condition, genetic information, physical disability, mental disability, or any other protected status in accordance with all applicable federal, state and local laws.


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Avp, Financial Analysis & Reporting

Bofi Federal Bank