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.