Lead the day-to-day execution of annual operating budgets and quarterly rolling forecasts, ensuring work plans align with broader corporate strategy.
Independently resolve complex modeling problems, building and updating driver-based models to forecast business performance.
Conduct ROI and NPV analysis on business initiatives, operating with independence to provide the technical "source of truth."
Act as the functional specialist on collaborative projects with Credit, Growth, and Strategy, contributing technical expertise to help partners understand the financial impact of their decisions.
Complete high-impact individual work while being a resource for the team, which may include training or supporting other employees on financial tools and best practices.
Leverage EPM software (like Workday Adaptive) and SQL to automate repetitive tasks, make decisions on process improvements, and conduct deep dive analyses.

2+ years of experience in FP&A, strategic analytics, or investment banking, specifically within the credit card or banking industry.
Proven ability to apply fundamental financial concepts and practices to complete difficult assignments with minimal direct instruction.
High proficiency in modeling GAAP financial statements and using data as an investigative tool to analyze performance variance.
Proficiency in data analysis tools (e.g., Excel, SQL, Python) with a mindset for automation and continuous process improvement.
Bachelor's degree in Finance, Economics, or a related quantitative field.
A track record of building rigorous analytics from the ground up and the maturity to work independently in a remote environment.
Ability to travel as required.

Principal Financial Analyst

Key skills