Lead Finance Analyst - Strategic Forecasting & Reporting

Quontic Bank; Cleveland (OH); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

Health Benefits

General Well-Being

Financial Wellness

Job summary

KeyBank is seeking a Lead Finance Analyst who will focus on analysis, forecasting, and reporting to drive performance, increase financial transparency, and serve our business clients in Cleveland. The role requires a Bachelor’s degree in finance, accounting, economics, or related field and 2+ years of analytical experience, with strong skills in Excel and finance systems such as Workday, TM1, Tableau.

You will partner with treasury, accounting, HR, and product teams to deliver accurate financial

Qualifications

• Bachelor’s degree required in finance, accounting, economics, or related field.
• 2+ years of analytical experience in Finance, Business, or related field.
• Experience providing decision support and building client relationships.

Responsibilities

• Assisting the segment in daily financial management activities.
• Coordinating and participating in LOB and product-level financial forecasting and planning.
• Leverage ad-hoc financial performance analysis to assist business partners in strategic decision-making and understanding drivers behind profit/loss outcomes.
• Maintain and update organizational hierarchy structure (i.e. cost centers, channels, markets) that best reflects the management of the business and facilitates reporting.
• Partner with team members, business line leadership, product teams, and finance peers/management in Treasury and Accounting on daily, monthly, and quarterly tasks.
• Provide financial guidance and supporting financial evaluations of proposed initiatives and technology investments via: gathering assumptions, preparing financial projections, and measuring profitability including ROE/ROA/ROBC.
• Provide guidance and act as the liaison between the line of business and selected partners relative to financial performance.
• Provide proactive ideas, advice, and financial modeling for strategic plans, forecasts, performance management, incentive compensation, and product profitability.
• Providing accurate and insightful financial reporting, including but not limited to volumes, balance sheet, and income statement drivers.

Skills

MS Office Suite

Workday

Tableau

IBM TM1

Oracle Essbase

Education

Bachelor’s Degree in finance, Accounting, Economics, or related field

Job description

KeyBank is seeking a Lead Finance Analyst who will focus on analysis, forecasting, and reporting to drive performance, increase financial transparency, and serve our business clients in Cleveland. The role requires a Bachelor’s degree in finance, accounting, economics, or related field and 2+ years of analytical experience, with strong skills in Excel and finance systems such as Workday, TM1, Tableau.

You will partner with treasury, accounting, HR, and product teams to deliver accurate financial