Segment Profitability - Financial Analysis - Senior Associate
We are seeking a strategic thinker with a highly collaborative mindset to join our high performing Product & Segments finance team. Our team provides a strategic partnership to the cross-functional Product Management and Customer Segmentation teams to provide financial rigor around planning for growth, reporting performance and developing enhanced financial analyses.
As a Senior Associate in the Consumer Banking Finance space, you will report to the Segment Profitability Vice President (VP) with a specific focus on product and segment profitability along with valuation of proposed business changes. Work product includes creating baseline and pro-forma views of customer and account-level P&Ls, monitoring and tracking profitability drivers and leading the data gathering process to inform and develop business cases to value the impact of product feature and pricing changes. You will partner closely with our Growth and Core Financial Product teams interfacing directly with senior leaders to understand and influence pricing/ feature changes then present and discuss the results of subsequent financial analyses.
Job responsibilities
- Develop monthly P&Ls to showcase drivers, revenue, expense and operating ratios with data-informed analysis of YoY, MOM and YTD variance drivers
- Efficiently develop Executive Management Review materials clearly visualizing aggregate changes to product and customer segment profitability along with showcasing annualized forecasts and variance drivers
- Present and discuss analytical findings with senior leaders across finance, product management and strategy teams
- Lead a cross-functional workgroup focused on developing a dynamic dashboard automatically showcasing details across the full Consumer Bank P&L with clear visualizations and impact drivers
- Develop data-informed and dynamic NPV models, with pro-forma capabilities, to value proposed business changes
- Build and maintain key stakeholder relationships across Product and Strategy teams
- Support ad-hoc requests associated with segment and customer profitability from business changes
Required qualifications, capabilities, and skills
- Bachelor’s degree in Finance, Mathematics, Economics or related field
- 4+ years of financial analysis or an FP&A type function
- Thorough understanding of profitability drivers and deep-dive analysis, valuation frameworks, and discounted cash flow modeling
- Ability to leverage data to drive thorough analyses for insightful results to influence decisions
- Experience creating and presenting senior executive level communications
- Highly productive with a keen attention to detail and ability to effectively manage simultaneous
- Strong technical ability with advanced Microsoft Office skills (Excel, PowerPoint)
- Excellent communication skills with client focus and ability to concisely articulate key insights and recommendations
- Excellent interpersonal skills to build relationships and work effectively with a variety of business partners
- Self-starter with a steady curiosity and ability to work independently and as a team in a fast-paced, results-oriented environment
- Organized problem solver with a collaborative mindset and strong critical thinking skills
Preferred qualifications, capabilities, and skills
- Experience in analytical tools like SQL, Python, Tableau and/or Alteryx
- Knowledge of Hyperion Essbase and SAP helpful, but not required
- Knowledge of automation tool (e.g. VBA) helpful, but not required
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