Financial Analyst
Core
Develop executive dashboards and portfolio scorecards to monitor US De Novo financial performance against business cases and strategic targets, providing actionable recommendations for portfolio optimization and investment prioritization.
Role type
Senior Financial Analyst (FP&A)
Builds
Executive finance presentations, performance scorecards, dashboards, and automated reporting tools for senior leadership and Channel teams.
Domain
Banking / Financial Planning & Analysis (FP&A)
Deliverable
dashboards & analysis
Required skills
Financial modeling, Variance analysis, Forecasting, Power BI, Essbase, Advanced Excel, Financial reporting, Capital planning
Preferred skills
CPA, CFA, Investment Performance Management experience
Technologies
Power BI, Essbase, Excel
Responsibilities
Analyze financial performance of US De Novo investments against forecasts and strategic objectives; Develop performance scorecards and dashboards to track portfolio metrics; Support annual planning, forecasting, and monthly financial reporting; Perform variance analysis between Plan, Forecast, and Actual results; Prepare executive finance presentations for Channel Leadership and Finance stakeholders; Manage De Novo capital planning and investment tracking throughout the project lifecycle.
Seniority
Mid-Senior, hands-on IC
