Bread Financial

Financial Strategy Analyst I

Bread Financial

full-time

Posted on:

Location Type: Hybrid

Location: Columbus • Ohio • 🇺🇸 United States

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Salary

💰 $55,200 - $100,000 per year

Job Level

Junior

Tech Stack

SQL

About the role

  • 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.

Requirements

  • High School Diploma or GED
  • 0-1 years experience in Financial Services, with a focus on credit-related products and services
  • Bachelor’s Degree in Accounting, Finance, or related field of study or equivalent, relevant work experience (preferred)
  • 3+ years experience in Financial Services, with a focus on credit-related products and services (preferred)
  • Financial Reporting and Analysis
  • Portfolio Analysis
  • Competitor Analysis
  • Financial Forecasting
  • Ad Hoc Reporting
  • Data Analytics
  • MicroStrategy
  • Hyperion
  • Essbase
  • Structured Query Language (SQL)
  • Profit Management
  • Pivot Tables
  • Profit and Loss Responsibility
Benefits
  • medical
  • prescription drug
  • dental
  • vision
  • basic and optional life insurance
  • supplemental medical plans
  • short and long-term disability
  • 401(k) plan
  • 11 paid holidays
  • Flexible Time Off (FTO) program
  • 80 hours of Paid Sick and Safe Time (“PSST”) upon hire
  • 6 weeks of 100% paid parental leave

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
Financial ReportingFinancial AnalysisPortfolio AnalysisCompetitor AnalysisFinancial ForecastingAd Hoc ReportingData AnalyticsProfit ManagementPivot TablesProfit and Loss Responsibility
Certifications
High School DiplomaGEDBachelor’s Degree in AccountingBachelor’s Degree in Finance
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