Principal Associate, Financial Analysis - Servicing Strategy
Core
Manage financial performance and provide financial insights to drive servicing strategy, business outcomes, and operational efficiencies within the technology platforms.
Role type
Senior IC financial analyst (servicing strategy)
Builds
Financial reports, strategic presentations, and insights for senior leadership
Domain
Financial services / Banking / Technology
Deliverable
dashboards & analysis
Required skills
Financial analysis, financial modeling, strategic thinking, problem solving, stakeholder partnership, presentation skills
Preferred skills
MBA or Master's in Finance, CFA or CPA license, experience in financial services/banking/tech, experience partnering with senior leaders
Technologies
None stated
Responsibilities
Prepare monthly, quarterly, and annual financial reporting and analysis; Lead development of presentations to communicate analysis results to senior audiences; Accurately analyze and explain key cost drivers and monthly variances; Proactively identify and lead new analysis that drives additional insights into business performance; Partner with finance leaders and their teams, as well as other internal stakeholders; React to ad-hoc requests and special projects
Seniority
Principal, hands-on IC
