Senior Finance Analyst - Embedded Banking

Overview

This role involves serving as a Senior Finance Analyst responsible for driving the financial performance of the Enterprise Payments function within the Embedded Banking business. The position provides high-visibility financial insights to senior leadership, including the Commercial Bank CFO and Head of Commercial Product.

Responsibilities

• Own long-term financial forecasting processes to support forward-looking business expectations
• Partner closely with product and finance leadership to deliver transparent financial results and ensure strategic alignment
• Provide consistent, accurate, and insightful reporting on financial results with a focus on business drivers
• Support regulatory and compliance requirements as needed
• Conduct ad-hoc analyses and contribute to special projects

Requirements

• Bachelor’s Degree in Finance, Accounting, Economics, Data Science, Mathematics, or a related field
• Minimum of 3 years of experience in Finance, Payments, Product Management, or a related area
• Proficiency in Microsoft Office Suite, especially Excel and PowerPoint
• Strong analytical and problem-solving skills with the ability to identify key drivers behind results
• Strategic mindset capable of supporting business planning, pivoting, and growth initiatives
• Experience partnering with senior business leaders, providing strategic guidance, and influencing decisions without direct authority
• Excellent communication and executive-level presentation skills, including the ability to craft compelling narratives using financial data
• Experience working with large, complex data sets and translating them into financial models
• Self-motivated and organized with a bias for action and ownership
• Strong business acumen, understanding operational drivers, market dynamics, and financial impacts of business decisions
• Ability to work effectively in a fast-paced, cross-functional environment balancing short-term deadlines with long-term planning

Preferred Qualifications

• Experience with SQL and Google Big Query
• Exposure to Commercial Banking or Payment products
• Familiarity with data visualization tools such as Tableau
• Experience with financial management software like Workday Financials, Adaptive Planning, or Essbase

Compensation and Benefits

• Base salary range: $71,000 to $125,000 annually, placement dependent on skills, experience, and location
• Eligibility for incentive compensation, which may include production, commission, and/or discretionary incentives
• Flexible work options available, with a priority on in-office presence where applicable

Location

This position is based in Ohio and supports remote work arrangements where appropriate.