Support the Shared Services team within the Customer Service and Strategy Organization with a focus on operations and servicing strategy
Build financial reporting, forecasting, and modeling from the ground up
Manage financial performance and provide Shared Services leadership with financial insights
Articulate outcomes of analysis and relevant insights
Evaluate broad option sets and present recommendations
Partner with leadership and business teams to assess financial implications of ongoing efforts
Develop presentations to communicate business and analysis results to senior leadership audiences
Work closely with finance team to identify areas for driving efficiencies

Bachelor’s Degree or military experience
At least 3 years of experience in financial analysis, financial modeling, or a combination
Bachelor’s degree in a quantitative field (Finance, Accounting, Economics, Mathematics, Engineering) or military experience
Master’s Degree in Business Administration (MBA) or Master’s Degree in Finance
Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license
5+ years of experience in financial analysis and financial modeling
Excellent verbal and written communication skills
3+ years experience in financial services, banking or technology industries
3+ years experience partnering with senior leaders and internal stakeholders

comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being

Principal Financial Analyst – Shared Services

Key skills