Strategic Finance Analyst - Hybrid Forecasting & Insights

KeyBank; Buffalo (NY); Hybrid; USD 71,000 - 125,000; Full time

Job summary

KeyBank is seeking a Senior Finance Analyst in Cleveland to support the financial performance of an assigned line of business through forecasting, driver‑based models, and performance analysis. You will work with Finance Managers and partners to ensure accurate reporting and actionable insights for decision‑making.

The ideal candidate has 3+ years of analytical finance experience, a Bachelor's in Finance, Accounting, Economics, or equivalent, and proficiency with Excel plus

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or equivalent experience.
• 3+ years of analytical experience in Finance.
• Experience supporting forecasting, budgeting, or financial reporting processes.
• CPA or CFA preferred.

Responsibilities

• Assist in the development and enhancement of driver-based forecast models to support financial planning and scenario analysis.
• Prepare monthly forecasts and variance analyses, highlighting key trends and potential risks or opportunities.
• Analyze macroeconomic and business trends and translate them into financial impacts.
• Support profitability analysis across client segments and product lines using advanced analytics.
• Develop and maintain dashboards and reports to track progress against strategic and financial goals.
• Collaborate with Finance, Treasury, and LOB teams to support transparency and alignment on performance metrics.
• Contribute to monthly business reviews by preparing materials and identifying key discussion points.
• Participate in month-end close activities, including journal entries, reconciliations, and reporting.
• Identify and recommend opportunities to streamline reporting processes and automate manual tasks.
• Support Finance initiatives and ad hoc projects as assigned.

Skills

Forecast modeling

Data analysis

Excel

Tableau

Cross-functional

Presentation

Education

Bachelor's degree in Finance, Accounting, Economics, or equivalent experience

Tools

Tableau

Workday

TM1

Adaptive Planning

Excel

Job description

KeyBank is seeking a Senior Finance Analyst in Cleveland to support the financial performance of an assigned line of business through forecasting, driver‑based models, and performance analysis. You will work with Finance Managers and partners to ensure accurate reporting and actionable insights for decision‑making.

The ideal candidate has 3+ years of analytical finance experience, a Bachelor's in Finance, Accounting, Economics, or equivalent, and proficiency with Excel plus