Principal Associate, Financial Analysis - Card Cobrand/Partnerships
Core
Principal Financial Analyst supporting Card Cobrand/Partnerships programs by managing monthly processes, forecasts, and delivering strategic insights to partners and leadership.
Role type
Senior IC financial analyst (FP&A)
Builds
Financial forecasts, management reporting, and business presentations for partners and senior leadership
Domain
Financial services / Card partnerships
Deliverable
dashboards & analysis
Required skills
Financial forecasting, budgeting, variance analysis, financial modeling, business presentation development, data analysis
Preferred skills
MBA or Master's in Finance, CFA or CPA license, advanced financial modeling, Google Suite proficiency
Responsibilities
Deliver accurate financial forecasts and management reporting; perform budgeting, forecasting, and variance analysis; develop business presentations for senior leadership; track key synergy targets; challenge current processes for efficiency; handle ad-hoc analysis requests
Seniority
Senior, hands-on IC