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This role will support the Shared Services team, within the Customer Service and Strategy Organization, with a focus on operations and servicing strategy. Shared Services is a new organization and this role will have the opportunity to build financial reporting, forecasting, and modeling from the ground up. You will manage financial performance and provide Shared Services leadership with financial insights, directly influencing strategy, and driving business outcomes.
Job Responsibility:
Prepare monthly, quarterly, and annual financial reporting and analysis
Lead development of presentations to communicate analysis results to senior audiences, clearly articulate outcomes of analysis to leadership teams
Accurately analyze & explain key cost drivers and monthly variances, suggest actions to the business, and help manage the regular reporting process
Proactively identify and lead new analysis that drives additional insights into business performance and opportunities
Partner with finance leaders and their teams, as well as other internal stakeholders
Provide management and business clients with project statuses
Work closely with the finance team to help identify areas and processes for driving efficiencies
React to ad-hoc requests and special projects
Requirements:
Bachelor’s Degree or military experience
At least 3 years of experience in financial analysis, financial modeling, or a combination
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