Senior Finance Analyst - Middle Market

Overview

This role is responsible for driving the financial performance and strategic market expansion of the Commercial Bank. It requires strong partnering skills and effective communication, as the individual will work closely with senior leadership in both the Line of Business and Finance. The position demands strong analytical skills, an enterprise mindset, and robust knowledge of financial and profitability concepts.

Location

127 Public Square, Cleveland, Ohio

Responsibilities

• Serve as a financial and strategic partner to Regional Sales Executives in the Commercial Bank
• Provide monthly and quarterly reporting analyzing financial results, performance against targets, and progress on strategic initiatives
• Own the short- and long-term forecasting process
• Develop or enhance driver-based forecast models for the Commercial Bank loan portfolio and associated fees
• Develop full funnel reporting for new market performance and profitability
• Perform ad hoc analyses on market performance, including post-mortem analyses
• Present to senior leadership regularly, focusing on translating business driver trends into forward-looking risks and opportunities
• Complete required external and regulatory reports as needed
• Conduct research and complete miscellaneous ad hoc analyses
• Build strong working relationships with business unit leadership, peers, and partners

Required Qualifications

• Bachelor's degree in Finance, Accounting, or a related field
• 4+ years of diverse analytical experience in Finance, preferably with exposure to banking
• Organized self-starter with the ability to think and work independently and creatively
• Strong financial and/or accounting acumen
• Excellent interpersonal skills to establish solid working relationships across multiple teams and levels of expertise
• Proven team player, willing to assist others to meet group deadlines and quality standards
• Detail-oriented with the ability to analyze and resolve issues with limited direction
• Proficient in Microsoft Office Suite (Excel, Access, PowerPoint)
• Ability to manage time and prioritize multiple tasks effectively

Preferred Qualifications

• Experience with data visualization tools such as Tableau
• Experience with financial management software (Workday Financials, Adaptive Planning, Essbase)
• Experience with SQL and Google Big Query
• Commercial Banking experience

Compensation and Benefits

• Base salary range: $71,000 to $125,000 annually, placement within the range depends on skills, experience, and geographic 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

Equal Opportunity

The employer is committed to sustaining 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 are unable or limited in their ability to apply through the standard process.