Senior Finance Analyst – Business Support, Card & Small Business Lending Valuation, Analytics, Reporting

Role Overview

• Evaluates Lines of Business (LOB) financial performances and assists with decision making by synthesizing key trends, assessing current and future business risks, and preparing, analyzing, and reporting on financial results and key metrics
• Develops financial management reports, presentations, and ad hoc analyses for LOBs and/or finance partners
• Creates forecasts and budgets by comparing current performance against plan, prior periods, prior forecasts, and budgets and evaluating current and future performance trajectory
• Supports reporting and analysis for key constituents and management, which may include Board of Directors, Investor Relations, and/or various regulatory agencies
• Collaborates with teams across the Finance division to ensure integrity of the financials, sound controls, and efficient and effective procedures
• Supports new and ongoing projects and strategic initiatives by creating processes to automate key reporting capabilities and delivering on process improvements and simplifications to enable increased focus on strategic priorities.
• Lead financial analysis for Card Product initiatives, including analyzing forecasting and actual profitability, and portfolio performance evaluation and commentary
• Develop and maintain financial models to support decision making for Card Product initiatives
• Collaborate with cross-functional teams, including: Finance, Consumer Product, Technology, Credit Risk, Model Risk Management and others, to ensure the alignment of financial goals and tools with business strategies.
• Utilize multiple tools including Alteryx, Tableau, SAS and SQL to analyze data and provide insights on project performance and financial health.
• Prepare reports and presentations for senior management, clearly communicating financial insights and recommendations.

Requirements

• Bachelor’s degree in Finance, Accounting, or a related field
• 2 years’ experience with financial planning, analysis and reporting
• Experience in Lending related analysis
• Experience with Alteryx, SQL, SAS, Power Query, VBA and/or Tableau
• Excellent communication skills and the ability to work collaboratively with cross-functional teams
• Detail-oriented with strong organizational and problem-solving skills.

Tech Stack

• SQL
• Tableau
• VBA

Benefits

• Discretionary incentive eligible
• Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.
• This role is currently benefits eligible.
• We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.