Principal Financial Analyst
Core
Principal Financial Analyst responsible for financial forecasting, executive reporting, P&L management, and marketing expense analysis to drive business strategy.
Role type
Senior IC financial analyst (FP&A)
Builds
Financial forecasts, executive presentations, and P&L reports for Card Leadership
Domain
Banking / Financial Services
Deliverable
dashboards & analysis
Required skills
financial forecasting, P&L management, variance analysis, financial modeling, data integrity verification, business presentation development, ad-hoc analysis
Preferred skills
MBA, CFA license, CPA license
Technologies
financial modeling tools, reporting software
Responsibilities
Formulate and articulate analytics to tell a compelling financial story; Proactively identify and address potential financial risks and opportunities; Coordinate and collect input data from various departments; Run models and verify/analyze output data; Assist in developing presentations for senior audiences; Independently manage and prioritize workload; Perform financial data analysis for Profit & Loss statements; Create reports for higher-level associates; Provide project status updates to management clients.
