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.