Analyst, Financial Planning

GreenSky Administrative Services; Atlanta (GA); Hybrid; USD 70,000 - 110,000; Full time

Job summary

GreenSky Administrative Services in Atlanta, GA is seeking an FP&A Analyst to deliver financial insight and support budgeting, forecasting, and performance measurement. You will work closely with Accounting, Analytics, Pricing and Sales, developing a strong command of consumer lending economics within a fintech environment.

The role offers hybrid work with 3 days in-office in Sandy Springs and 2 days remote, reporting to the VP of FP&A.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• 1–3 years of relevant FP&A or financial analysis experience.
• Strong analytical and quantitative skills.
• Advanced proficiency in Microsoft Excel and PowerPoint.
• Experience with financial modeling and data analysis.
• Excellent written and verbal communication skills.

Responsibilities

• Prepare and analyze monthly, quarterly, and annual financial reports for management review.
• Monitor key financial metrics and surface actionable insights to improve profitability and efficiency.
• Prepare presentations and reports for senior leadership and other stakeholders.
• Support month-end and year-end close processes with Accounting, Budgeting, forecasting, and modeling.
• Assist budgeting and forecasting processes, including variance analysis and scenario modeling.
• Build and maintain financial models supporting new initiatives, product launches, and strategic planning.

Skills

Advanced Excel

PowerPoint

Financial modeling

Data analysis

Communication

Attention to detail

Multi-priority management

Team collaboration

Education

Bachelor's degree in Finance, Accounting, or Economics

Tools

Workday Adaptive Planning

Power BI

Tableau

SQL

Python

Job description

Overview About GreenSky GreenSky, LLC, headquartered in Atlanta, is a leading technology company Powering Commerce at the Point of Sale® for a growing ecosystem of merchants, consumers, and banks. GreenSky's highly scalable, proprietary and patented technology platform enables merchants to offer frictionless promotional payment options to consumers, driving increased sales volume and accelerated cash flow. The GreenSky® Program is operated on behalf of, and financing is offered and made by, federally insured, federal or state chartered financial institutions, which leverage GreenSky's technology to offer loans to primarily super-prime and prime consumers nationwide. Since GreenSky's inception, nearly 6 million consumers have financed more than $50 billion of commerce using GreenSky's real time "apply and buy" technology. Position: Analyst, Financial Planning & Analysis Reports to: Vice President, Financial Planning & Analysis Job Description Version: Experienced — GreenSky-Ready Location: Hybrid / Sandy Springs, GA (3 days in the office, 2 days remote) About This Opportunity: The Financial Planning & Analysis (FP&A) Analyst delivers the financial insight and analysis behind GreenSky's strategic and operating decisions. Reporting directly to the VP of FP&A, the Analyst contributes to budgeting, forecasting, reporting, and performance measurement that tie back to GreenSky's strategic objectives. This is a high-visibility seat for an early-career finance professional. The Analyst works directly with senior finance leadership and partners across Accounting, Analytics, Pricing, and Sales, and will build a working command of consumer lending economics — loan-level performance, vintage returns, funding costs, and the drivers of profitability in a point-of-sale lending model. Success in this role requires strong analytical rigor, professional maturity, and clear communication in GreenSky's fast-paced, regulated fintech environment. Duties & Responsibilities Reporting and financial analysis

• Prepare and analyze monthly, quarterly, and annual financial reports for management review
• Monitor key financial metrics and surface actionable insights to improve profitability and efficiency
• Prepare presentations and reports for senior leadership and other stakeholders
• Support the month-end and year-end close processes in partnership with Accounting Budgeting, forecasting, and modeling
• Support the budgeting and forecasting processes, including variance analysis and scenario modeling
• Build and maintain financial models supporting new initiatives, product launches, and strategic planning
• Analyze loan-level and vintage-level performance data to explain movements in yield, credit costs, and returns Business partnering and insight
• Collaborate with cross-functional teams to gather data and validate financial assumptions
• Identify trends, risks, and opportunities through in-depth data analysis Tools, data, and process
• Use the company's financial planning and forecasting tools, including Workday Adaptive Planning, to work efficiently and keep a single source of truth
• Maintain and enhance financial databases, reporting tools, and dashboards Required Skills/Qualifications

Required Skills/Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field
• 1–3 years of relevant experience in financial analysis, planning, or a similar role
• Strong analytical and quantitative skills
• Advanced proficiency in Microsoft Excel and PowerPoint
• Experience with financial modeling and data analysis
• Excellent written and verbal communication skills
• Strong attention to detail and organizational skills
• Ability to manage multiple priorities in a fast-paced environment
• Team-oriented, with a proactive and collaborative approach

Preferred Qualifications

• Experience in the fintech sector, consumer lending, or another technology-driven industry
• Familiarity with business intelligence tools (for example, Power BI or Tableau)
• Experience with Workday Adaptive Planning or a comparable enterprise planning and forecasting platform (for example, NetSuite, Oracle, or SAP)
• Progress toward a professional certification such as the CFA or CPA
• Ability to automate reporting processes using SQL, Python, or VBA
• Experience using AI tools (Microsoft 365 Copilot preferred) to produce financial analyses, reports, and other work artifacts

Growth and Development

The Analyst sits close to the decisions that shape the business, with direct exposure to senior finance leadership and to executive- and Board-level materials. GreenSky supports professional development and certification pursuit, and this role is designed as a path toward senior analyst and manager-level responsibility within Strategic Finance.

Market Basis

Requirements and compensation philosophy for this role were benchmarked against comparable finance and FP&A roles at Atlanta-metro fintech and financial-services peers — including Fiserv, Global Payments/Worldpay, NCR Voyix, Truist, Regions, and Invesco — and against specialty and point-of-sale/home-improvement lenders (Affirm, Synchrony, Foundation Finance Company, EnerBank USA, Service Finance Company, Sunbit, Wisetack, and Mosaic), reflecting current market practice around CFA and CPA certification expectations at the analyst level, to ensure GreenSky's requirements and pay positioning remain competitive in the local talent market.

Compensation and Benefits

Our compensation structure is designed to reflect the cost of labor across various U.S. geographic markets. The base salary for this role ranges from $X per year to $X per year. Compensation will be determined by several factors, including relevant knowledge, skills, and experience. This role is also eligible to receive an annual bonus within a comprehensive total rewards package, alongside a full suite of medical, dental, vision, disability insurance, life insurance, 401k retirement benefits, paid time off, paid holidays, and paid personal/sick time.

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GreenSky is an equal opportunity employer and will not discriminate against any employee or applicant on the basis of age, color, disability, gender, national origin, race, religion, sexual orientation, veteran status, or any classification protected by federal, state, or local law. For more info, visit us on the web at.