Bulge Bracket Investment Banks

Posted 12 days ago

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**Finance & Business Management Senior Associate** Translate complex lending performance data into insightful stories for leadership. As a Senior Associate, you will: - Enhance management reports and dashboards for finance and business leaders. - Analyze variances and trends to identify root causes. - Develop executive-ready insights and recommendations. - Collaborate with cross-functional teams to validate findings. - Optimize reporting processes through automation and standardization. Requirements: - 5+ years in finance, analytics, or related fields. - Bachelor's degree in a quantitative discipline. - Advanced Excel, SQL skills; Tableau or Alteryx experience a plus. - Proven ability in root-cause analysis, business acumen, and strong communication skills.

Compensation: Not specified
City: Not specified
Country: United States

Full Job Description

Location: Columbus, OH, United States

Turn complex lending performance into clear, decisive stories that influence leadership action. You will build trusted reporting and insights that help leaders understand what happened, why it happened, and what to do next. You will partner across product, risk, strategy, and operations to connect financial results to real business activity. Join us to modernize reporting and elevate decision-making across lending finance.

Job summary

As a Senior Associate, Finance Analyst in Business Banking Lending Finance, you translate lending performance into executive-ready insights that help us make better decisions. You will combine management reporting, dashboard design, and financial analysis to explain results and identify actions our leaders can take. You will work in a collaborative, high-visibility environment where curiosity, strong judgment, and attention to detail matter. You will help us improve how we measure performance by strengthening definitions, controls, and data quality while reducing manual work through automation.

Job responsibilities

Lead and enhance management reporting and dashboards that provide clear visibility into results, trends, and key metrics for finance and business leadership

Analyze monthly and quarterly variances across originations, balances, pricing, credit, expenses, profitability, and portfolio trends to identify root causes and emerging themes

Develop executive-ready commentary and recommendations that summarize the key message, financial implications, and potential next steps

Partner with Product, Strategy, Risk, and Operations teams to validate conclusions, understand context, and pressure-test explanations

Deliver ad hoc strategic analyses on profitability, portfolio behavior, pricing impacts, credit strategy changes, forecast risks, and emerging business issues

Improve reporting processes by automating recurring work, standardizing metrics, strengthening controls, improving data quality, and documenting key definitions and procedures

Required qualifications, capabilities, and skills

At least 5 years of experience in finance, business analytics, management reporting, financial planning and analysis, pricing analytics, portfolio analytics, or a related analytical role

Bachelors degree in Finance, Accounting, Economics, Business Analytics, Data Science, Statistics, or a related quantitative field

Demonstrated ability to perform root-cause analysis, connect financial outcomes to underlying business activity, and explain decision implications

Experience creating management reporting, dashboards, business reviews, or executive materials for senior stakeholders

Strong analytical judgment and business curiosity, with the ability to challenge surface-level explanations using data

Enthusiastic, self-directed, energetic, and personally motivated, with the ability to take ownership and execute improvements with limited direction

Advanced proficiency in Microsoft Excel

Experience with reporting and visualization tools (for example, Alteryx or Tableau)

Working knowledge of data querying tools, such as Structured Query Language (SQL)

Strong attention to detail and control mindset, including the ability to identify anomalies before results are shared with senior stakeholders

Strong communication, organization, and stakeholder management skills

Preferred qualifications, capabilities and skills

Experience supporting lending, credit card, small business banking, commercial banking, consumer banking, or another financial services business

Familiarity with lending economics, including originations, balances, utilization, yield, fee income, credit losses, expenses, capital, profitability, or return metrics

Experience supporting CFO organizations, pricing teams, risk strategy, portfolio management, product strategy, or business performance teams

Experience analyzing the financial impact of pricing actions, credit strategy changes, customer behavior, portfolio mix, or product changes

Working knowledge of Python or modern data platforms (for example, Databricks or Snowflake)

Exposure to analytics automation, dashboard automation, workflow automation, or reporting modernization

Senior Finance Analyst shaping lending insights through dashboards, reporting, and strategic analysis.

Full Job Description

Location: Columbus, OH, United States

Job summary

Job responsibilities

Lead and enhance management reporting and dashboards that provide clear visibility into results, trends, and key metrics for finance and business leadership

Analyze monthly and quarterly variances across originations, balances, pricing, credit, expenses, profitability, and portfolio trends to identify root causes and emerging themes

Develop executive-ready commentary and recommendations that summarize the key message, financial implications, and potential next steps

Partner with Product, Strategy, Risk, and Operations teams to validate conclusions, understand context, and pressure-test explanations

Deliver ad hoc strategic analyses on profitability, portfolio behavior, pricing impacts, credit strategy changes, forecast risks, and emerging business issues

Improve reporting processes by automating recurring work, standardizing metrics, strengthening controls, improving data quality, and documenting key definitions and procedures

Required qualifications, capabilities, and skills

At least 5 years of experience in finance, business analytics, management reporting, financial planning and analysis, pricing analytics, portfolio analytics, or a related analytical role

Bachelors degree in Finance, Accounting, Economics, Business Analytics, Data Science, Statistics, or a related quantitative field

Demonstrated ability to perform root-cause analysis, connect financial outcomes to underlying business activity, and explain decision implications

Experience creating management reporting, dashboards, business reviews, or executive materials for senior stakeholders

Strong analytical judgment and business curiosity, with the ability to challenge surface-level explanations using data

Enthusiastic, self-directed, energetic, and personally motivated, with the ability to take ownership and execute improvements with limited direction

Advanced proficiency in Microsoft Excel

Experience with reporting and visualization tools (for example, Alteryx or Tableau)

Working knowledge of data querying tools, such as Structured Query Language (SQL)

Strong attention to detail and control mindset, including the ability to identify anomalies before results are shared with senior stakeholders

Strong communication, organization, and stakeholder management skills

Preferred qualifications, capabilities and skills

Experience supporting lending, credit card, small business banking, commercial banking, consumer banking, or another financial services business

Familiarity with lending economics, including originations, balances, utilization, yield, fee income, credit losses, expenses, capital, profitability, or return metrics

Experience supporting CFO organizations, pricing teams, risk strategy, portfolio management, product strategy, or business performance teams

Experience analyzing the financial impact of pricing actions, credit strategy changes, customer behavior, portfolio mix, or product changes

Working knowledge of Python or modern data platforms (for example, Databricks or Snowflake)

Exposure to analytics automation, dashboard automation, workflow automation, or reporting modernization

Senior Finance Analyst shaping lending insights through dashboards, reporting, and strategic analysis.

Finance & Business Management - Senior Associate

Full Job Description

Job summary

Job responsibilities

Required qualifications, capabilities, and skills

Preferred qualifications, capabilities and skills

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