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The Financial Analyst will support the financial planning process, which includes near term forecasting, annual planning, strategic planning, and global expansion initiatives. Additionally, this position will support the analysis and modeling of the loan portfolio, developing forecast assumptions thru data analysis, perform profitability analysis of key segments, and assess strategic and tactical initiatives. This person will have the opportunity to collaborate with and support multiple functional areas across the business to project and deliver results, while influencing business strategies.
Specific responsibilities include:
• Maintain, update and enhance financial operating models.
• Assist with developing the near-term and long-term business planning assumptions and pro forma financial statements – coordinate with functional heads (Marketing, Sales, Product, Risk, Operations, Analytics teams)
• Provide insights and input into the annual plans and monthly forecasts for loan volume, revenue, fees, losses, loss provision, and operating expenses.
• Research and review portfolio activity in order to measure and map asset performance. Identify trends to support forecast assumptions, model inputs and perform attribution analysis.
• Provide meaningful daily, weekly, monthly analysis of trends vs. expectations.
• Partner with Marketing team to develop marketing channel P&Ls to support management initiatives, incremental spend opportunities and facilitate decision-making.
• Liaise closely with Risk, Accounting Policy, Credit Controllership, Legal and Compliance to ensure integrity and alignment around financial processes and controls.
• Partner with Credit Finance team to envision, define, and drive opportunities for technology and process improvements while ensuring team responsibilities are balanced efficiently and well controlled.
Capabilities - Applicants should have the following capabilities:
• Strong data analysis skills, but also synthesize the big picture by identifying connections and relationships in data.
• Takes pride in having an impact across the organization by providing thoughtful, objective, and unbiased financial analysis and feedback on business strategy, product and operations.
• Takes ownership of tasks and problems, committed to delivering quality results and overcoming challenges in a time-sensitive environment.
• Controls-focused in supporting and extending repeatable, documented processes that ensure accurate and consistent deliverables.
• Polished interpersonal and collaboration skills, including an ability to listen to needs of the business and comprehend complex matters.
• Ability to self-manage and work efficiently under pressure. Capable of managing multiple streams of work and adapting to changing priorities.
• Strong administrative, organizational, process and communication skills. Relentless attention to detail and accuracy.
Qualifications: