Bread Financial

Financial Planning and Analysis

• Analyze and forecast financial performance metrics using data from SQL, Essbase, MicroStrategy, and other relevant sources.
• Evaluate client performance against expectations and provide insights through detailed reports and presentations.
• Identify and evaluate opportunities for process improvement and profitability enhancement based on portfolio trends and competitive research.
• Participate in client discussions to define objectives and success metrics and develop client performance reports.
• Develop and maintain key financial reports, including client deal structure summaries and portfolio performance analyses.
• Provide timely and accurate financial reporting to the team and internal partners, ensuring data integrity and clarity.
• Conduct ad-hoc financial analyses and support interdepartmental collaboration on various projects, contributing to the team's strategic objectives.

Financial Strategy Analyst I