Principal Financial Analyst
As a Principal Financial Analyst working in our Consumer Deposits revenue business, you will analyze financial performance, management reports, products and processes. You will forecast important business variables, gather and aggregate data results, generate monthly/quarterly business reviews, and make business recommendations. Additionally, you will develop processes that provide transparency of costs and cost drivers to recipient businesses, and analyze current financial results to identify and address evolving business issues and opportunities. You will be asked to challenge our current well-managed processes to be more proactive, effective and efficient. You will provide management and business clients with project statuses as well as perform reporting and analysis to support presentation and ad-hoc requests.
Roles require strong communication, problem solving, strategic thinking, and influencing skills in order to effectively:
Articulate outcomes of analysis and relevant insights
Partner with business leadership to assess the financial implications of ongoing efforts to grow the organization
Develop presentations to communicate business and analysis results to senior leadership audiences
General Responsibilities:
Financial analysis & reporting: Accurately analyze & explain key cost drivers and monthly variances, suggest actions to the business, and manage the regular reporting process
Budgeting, forecasting, and Profit & Loss (P&L) management
Business presentations: Assist in development of presentations to communicate analysis results to senior audiences, clearly articulate outcomes of analysis to leadership teams
Ad-hoc requests and special projects
Independently manage and prioritize workload
Basic Qualifications
Bachelor’s Degree or military experience
At least 3 years of experience in financial analysis
At least 3 years of experience with financial modeling
Preferred Qualifications:
Master’s Degree in Business Administration (MBA) or Master’s Degree in Finance
Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license
4+ years of experience in financial analysis
4+ years of experience with financial modeling