The Bancorp

Strategy Analyst

The Bancorp

full-time

Posted on:

Origin:  • 🇺🇸 United States

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Job Level

JuniorMid-Level

About the role

  • Manage strategic data modeling, forecasting, analysis, industry research, reporting and data infrastructure.
  • Prepare business financial models, develop strategic planning scenarios and other relevant financial information to support business decision and strategic planning.
  • Contribute to execution of department projects via data collection, research, analysis, and administrative support under guidance of subject matter experts.
  • Gather information from a variety of sources; prepare analytic reports and summary presentations for management to support competitive benchmarking.
  • Partner with the finance team to gather and prepare analysis and data for investor presentations, budgets, and other financial reporting needs.
  • Provide early and ongoing identification of financial issues and recommend controls around performance.
  • Meet with internal partners to discuss assumptions and concerns with data, including performance projections and best-/worst-case modeling.
  • Participate in documenting department processes and procedures and share insights for enhancements and efficiencies.
  • Support technical and analytical efforts to improve the quality, reliability, and usefulness of data.
  • Present reports and findings to management; executive reports may include pricing, performance, and other risk, credit, and cost metrics.
  • Perform other related duties as assigned.

Requirements

  • An undergraduate degree in a related field or an equivalent combination of training and experience.
  • 0-2 years of relevant work experience in the financial/ banking industry.
  • Excellent written and verbal communication skills.
  • Experience with S&P Capital IQ a plus.
  • Basic understanding of financial statements and understanding of equity valuation methodologies.
  • Ability to work effectively with various departments.
  • Problem solving, analytical skills, and organizational skills with the ability to multi-task.
  • Proficiency in Excel and PowerPoint.
  • No travel required.
  • Ability to hear and speak clearly for gathering and giving simple to complex information; must be able to talk, listen and speak clearly on telephone.
  • Ability to safely and successfully perform the essential functions consistent with ADA, FMLA and other federal, state, and local standards, including meeting qualitative and/or quantitative productivity standards.
  • Employment contingent on background check including credit, criminal, education, employment, OFAC, and social media background history.
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