Financial Analyst

Position Overview:

The Financial Analyst will play a pivotal role in providing decision support through comprehensive financial modeling and will be responsible for managing the forecast process across a range of products.

Key Responsibilities:

• Forecasting and Analysis: Lead the monthly, quarterly, and annual forecasting processes for revenue and expenses. Analyze underlying drivers and variances to provide actionable insights.
• Partnership and Risk Management: Collaborate with Strategic Partnerships to identify and assess risks and opportunities related to financial institution partners.
• Financial Modeling: Update and maintain financial models to support prioritization and informed decision-making.
• Process Improvement: Work with cross-functional teams to identify and implement process improvements and automation opportunities.
• Accounting Collaboration: Partner with the accounting team to ensure accuracy and compliance of financial statements.
• Data Insights: Analyze large data sets to derive insights and present recommendations to leadership.
• Reporting: Prepare executive presentations and reports summarizing key findings and recommendations.

Qualifications:

• 1-3 years of relevant experience in financial analysis or a similar role.
• Bachelor’s degree in Finance, Accounting, Business, Economics, or a related analytical field (e.g., Mathematics, Engineering).
• Expert proficiency in Excel with significant experience in financial modeling.