Senior Financial Associate, Strategic Initiatives

Added
19 minutes ago
Type
Full time
Salary
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Related skills

reporting forecasting financial modeling

📋 Description

  • Build and maintain executive financial reports (monthly/quarterly/annual).
  • Conduct variance analysis to identify drivers and actions.
  • Develop financial models to forecast card portfolio performance.
  • Identify opportunities to optimize card program cost structure for margin.
  • Partner with Data Analytics to build dashboards for decision-making.
  • Monitor benchmarks and card economics to surface improvements.

🎯 Requirements

  • Bachelor's degree in Finance, Economics, or related field.
  • 5–7+ years in finance, FP&A, or capital markets in fintech/credit card.
  • Strong financial modeling skills with multi-variable forecasting models.
  • FP&A experience: budgeting, variance analysis, executive reporting.
  • Experience managing institutional relationships with banks/investors/rating agencies; manage reporting calendars.
  • Excellent communication and presentation skills; distill complex data for executives.
  • Entrepreneurial mindset; comfortable building processes in a startup-like environment.
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