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