Principal Associate, Financial Analysis - Servicing Strategy
Core
Manage financial performance and provide strategic financial insights to drive business outcomes and influence servicing strategy.
Role type
Principal Financial Analyst (Servicing Strategy)
Builds
Financial reports, strategic presentations, and actionable insights for senior leadership.
Domain
Financial Services / Banking / Technology
Deliverable
dashboards & analysis
Required skills
Financial analysis, financial modeling, cost driver analysis, variance analysis, strategic thinking, stakeholder partnership, presentation development
Preferred skills
MBA or Master's in Finance, CFA or CPA license, experience partnering with senior leaders
Technologies
None explicitly stated
Responsibilities
Prepare monthly, quarterly, and annual financial reporting and analysis; Analyze key cost drivers and monthly variances; Lead development of presentations for senior leadership; Partner with finance leaders and internal stakeholders; Identify areas for driving efficiencies; React to ad-hoc requests and special projects
Seniority
Principal, hands-on IC with strategic influence
