Senior Finance Analyst - Middle Market
Core
Drive financial performance and strategic market expansion for a Commercial Bank by partnering with Regional Sales Executives and senior leadership.
Role type
Senior Finance Analyst (Middle Market)
Builds
Short and long-term forecasts, driver-based forecast models for loan portfolios, full funnel reporting for new markets.
Domain
Commercial Banking
Deliverable
dashboards & analysis
Required skills
Financial and accounting acumen, forecasting, driver-based modeling, ad hoc analysis, regulatory reporting, Microsoft Office Suite (Excel, Access, PowerPoint)
Preferred skills
Data visualization (Tableau), Financial management software (Workday, Adaptive Planning, Essbase), SQL, Google Big Query
Responsibilities
Provide monthly/quarterly reporting on financial results and performance vs targets; Own short and long term forecasting process; Develop or enhance driver based forecast models; Develop full funnel reporting for new markets performance; Perform ad hoc analyses on market performance; Present to senior leadership on business driver trends and risks; Complete external and regulatory reports.
Seniority
Senior, hands-on IC
