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In this role, you will work largely on our Consumer Checking business, with some partnership with our broader Retail Finance areas (Deposits, SBB, etc), playing a critical role in supporting Retail's growth strategy. This is a high-visibility position responsible for several notable areas for Checking including horizontal profitability, valuations partnership with our business partners, variable cost analysis, and close partnership with the business and our Finnovation team on our data journey, among many other impactful deliverables. You will have the opportunity to partner with the Retail Bank business on driving strategic direction that leads to sustainable performance and you will be asked to challenge our current well-managed processes to be more proactive, effective and efficient. Principal Financial Analysts perform financial data analysis in preparing Profit & Loss or other statements and frequently build reports for higher level associates; provide management and business clients with project statuses; perform reporting and analysis to support presentations and ad-hoc requests.
Job Responsibility:
Financial reporting and analysis, including budgeting, forecasting, variance analysis, financial reporting, and Profit & Loss (P&L) management
Collaborate with system analysts to maintain and develop system to house models
Coordinate and collect input data from Financial Analysts in different departments, check data integrity, summarize and convert data, run models, verify, analyze, and communicate output data
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
Requirements:
Bachelor’s Degree or military experience
At least 3 years of experience in financial analysis, financial modeling, or a combination
Foundational knowledge of SQL, Xstream, and Gemini
Nice to have:
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
What we offer:
performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI)
comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being