Senior Financial Analyst

Overview

This role is part of the Finance department and is based Remote. The organization is seeking an experienced professional to execute end-to-end financial and data analytics, build reporting and forecasting capabilities, and support operational efficiency across lending and deposit/investment portfolios.

Responsibilities

• Financial & Data Analytics:
  • Execute end-to-end financial and data analytics.
  • Build and maintain operational, financial, and compliance reporting for loan, deposit, and investment portfolios.
  • Synthesize key findings and prepare executive- and Board-level reporting packages.
• Operational Efficiency:
  • Design, build, and automate operational dashboards to streamline corporate reporting workflows and eliminate manual data processing.
• Asset Strategy Support:
  • Perform financial modeling, yield analyses, and scenario testing across diversified investment and lending portfolios.
  • Evaluate capital deployment and profitability strategies.
• Financial Planning & Forecasting:
  • Maintain core financial planning models.
  • Drive execution of the quarterly reforecasting process to generate reliable operational projections.
• Budgeting Operations:
  • Serve as a hands-on analytical partner during the annual budget cycle.
  • Build trend analysis models, variance reports, and baseline templates to support department leads in setting targets.
• Profitability Analysis:
  • Conduct deep-dive analyses on account origination, pricing structures, funds transfer pricing (FTP), and product-level margins for loan and deposit portfolios.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• 4–6+ years of progressive financial analysis experience, including advanced hands-on expertise in budgeting and forecasting software (e.g., Adaptive, Workday, Hyperion).
• Meticulous attention to detail with an uncompromised standard for data integrity and reporting accuracy.
• Advanced proficiency in data querying, structuring, and reporting automation tools (e.g., SQL, Power BI, Tableau, advanced Excel).
• Demonstrated ability to translate complex financial datasets into clear summaries for department heads, executives, and Board materials.
• Self-motivation to independently manage deliverables and tight reporting deadlines in a remote environment.
• Direct experience with financial institution reporting (FDIC Call Reports, regulatory filings) is a plus.
• Solid understanding of bank profitability drivers, including product/client/divisional margin analysis and Funds Transfer Pricing (FTP) concepts.
• Practical experience building and maintaining capital allocation models to evaluate product-level return on capital.

Location

Remote work is supported. Offices are available in NYC and Boston.