Senior Finance Analyst - Forecasting & Growth

KeyCorp; Cleveland (OH); On-site; USD 71,000 - 125,000; Full time

Job summary

KeyCorp in Cleveland is seeking a Financial Analyst for the Commercial Bank to drive financial performance and strategic market expansion. You will partner with Regional Sales Executives, deliver monthly and quarterly reporting, and own forecasting processes to translate driver trends into forward-looking risks and opportunities.

The role requires 4+ years in finance, a Bachelor’s in Finance or related field, strong Excel and PowerPoint skills, and the ability to collaborate across teams.

Qualifications

• Bachelor’s degree in Finance, Accounting or 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 with the ability to establish solid working relationships with multiple teams and individuals with varying levels of expertise
• Proven team player, willing to assist others as needed to ensure that group deadlines are met and quality standards achieved
• Detail oriented with the ability to thoroughly analyze and resolve issues with limited direction
• Proficient in Microsoft Office Suite (Excel, Access and PowerPoint)
• Ability to manage time and prioritize multiple tasks effectively

Responsibilities

• Provides monthly/quarterly reporting analyzing financial results and performance to targets and progress to strategic initiatives.
• Owns the short and long term forecasting process.
• Develops or enhances existing driver based forecast models for the Commercial Bank loan portfolio and associated fees.
• Develop full funnel reporting for new markets performance and profitability.
• Perform ad hoc analyses on market performance including post-mortem analyses.
• Presents to senior leadership on a quarterly or monthly basis with a focus on translating business driver trends to forward looking risks and opportunities.
• Complete required external and regulatory reports as needed.
• Provide research on miscellaneous items and complete ad hoc analysis as necessary.
• Develop strong working relationships with business unit leadership, peers, and partners.

Skills

Financial analysis

Forecasting

Excel

Access

PowerPoint

SQL

Tableau

Education

Bachelor's degree in Finance/Accounting or related field

Tools

Tableau

Workday Financials

Adaptive Planning

Essbase

SQL

Google BigQuery

Job description

KeyCorp in Cleveland is seeking a Financial Analyst for the Commercial Bank to drive financial performance and strategic market expansion. You will partner with Regional Sales Executives, deliver monthly and quarterly reporting, and own forecasting processes to translate driver trends into forward-looking risks and opportunities.

The role requires 4+ years in finance, a Bachelor’s in Finance or related field, strong Excel and PowerPoint skills, and the ability to collaborate across teams.