ROLE DESCRIPTION
- Financial Planning: Partner with business leaders to produce monthly and multi-year financial forecasts that provide a roadmap for the company to achieve its strategic objectives.
- P&L Review: Support the monthly P&L review process that includes explaining variances to plan, providing insight on current and expected trends, and identifying areas of risk and opportunities.
- Financial Analysis: Conduct complex financial cost/benefit analyses to support growth and other strategic initiatives.
- Reporting: Manage daily, weekly, monthly, and quarterly financial and KPI reporting requirements, including preparing materials for the Board of Directors and other key constituents.
- Business Intelligence: Partner with the Enterprise Analytics team to create and automate a business intelligence framework to support FP&A and other business objectives.
- Capital Markets: Support capital markets initiatives that may include analyses related to funding the loan portfolio and overall enterprise, covenant reporting, and other tasks as needed.
- Other: Other ad hoc support and analyses as needed.
REQUIRED QUALIFICATIONS
- Education: Bachelor’s Degree in Finance, Economics, Engineering, Mathematics, or other analytical discipline.
- Professional Experience: 3 to 5 years of relevant experience in a finance or analytical role, preferably in the consumer financial services industry.
- Tools: Python, SQL, or other relationship database experience.
- Modeling Experience: Experience with cash flow and three-statement financial modeling. Working knowledge of key financial concepts such as NPV, IRR, ROE, etc.
- Tools: Advanced Microsoft Excel skills.
- Intellect: Exceptional problem solving and analytical skills with the ability to maintain the highest standard of integrity, accuracy, and precision.
- Soft Skills: Excellent listening, written, and oral communication skills.
- Personality: Highly motivated, dynamic, and willing to do what it takes to get the job done.
NICE TO HAVE BUT NOT REQUIRED
- Education: Master’s Degree in Business (MBA), Finance, or other analytical discipline.