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
• Collaborate closely with product and finance leadership to deliver transparent financial results and ensure strategic alignment
• Produce consistent, accurate, and insightful financial reporting focused on business drivers
• Provide regulatory and compliance support as needed
• Conduct ad-hoc analyses and support 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
• Experience partnering with senior business leaders, providing strategic guidance, and influencing decisions without direct authority
• Excellent communication and executive-level presentation skills, including storytelling with financial data
• Experience working with large, complex data sets and translating data into financial models
• Self-starter with strong organizational skills and ownership attitude
• Solid business acumen with understanding of operational drivers, market dynamics, and financial impact of business decisions
• Ability to work effectively in a fast-paced, cross-functional environment balancing short-term deadlines and long-range planning

Preferred Qualifications

• Experience with SQL and Google Big Query
• Background in Commercial Banking or exposure to 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 including 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

Equal Opportunity

The employer is committed to an inclusive culture and provides equal employment opportunities without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status, or any other protected characteristic by law.

Reasonable accommodations are available for qualified individuals with disabilities or disabled veterans who require assistance with the application process.