Senior Financial Analyst

Responsibilities

• Analyze business line performance, including return on equity (ROE), return on assets (ROA), and overall profitability
• Evaluate customer-level profitability and provide insights to support pricing, capital allocation, and relationship management decisions
• Conduct ad hoc analysis and serve as an internal consultant on return-based performance questions
• Research, troubleshoot, and resolve issues within large and complex data sets
• Ensure data accuracy and consistency across reporting and analytical outputs
• Assist in development and maintenance of Oracle SQL code to enhance data pipelines
• Support development and ongoing enhancement of Power BI dashboards used by finance and business line leadership
• Translate business requirements into data models, visualizations, and reporting solutions
• Help automate and streamline reporting processes to improve efficiency and scalability

• Bachelor's degree, or equivalent work experience
• Typically five or more years of related experience
• Working knowledge of financial analysis techniques and general accounting procedures
• Well-developed mathematical and analytical skills
• Thorough knowledge in financial analysis, forecasting, and planning
• Ability to identify and resolve exceptions and to analyze data
• Strong technical skills related to data mining and visualization tools