Strategic FP&A Financial Analyst — Growth & Insights

Socket.dev; Exton (PA); On-site; USD 70,000 - 100,000; Full time

Job summary

Citadel in Exton, PA is seeking a Financial Analyst to join the Finance team. This role reports to the VP of FP&A and focuses on month-end financial reporting, forecasting, and loan loss allowance analysis.

You will support multiple business lines with marketing investment analysis and new product reviews. The ideal candidate has 3+ years of financial analysis experience, advanced Excel skills, and strong communication.

Qualifications

• Three plus years of financial analysis or related experience.
• Strong financial acumen to drive results across initiatives.
• Experience in loan portfolio analytics or related areas is a plus.

Responsibilities

• Perform financial forecasting, reporting, and metrics tracking.
• Analyze data and build financial models for decision support.
• Conduct product and segment analysis and variance reviews.
• Prepare leadership-facing performance reports and dashboards.
• Collaborate with accounting to ensure accurate reporting.
• Provide monthly loan loss and performance analyses and insights.
• Support marketing investment analyses and new product reviews.
• Deliver ad hoc analyses and data requests as needed.

Skills

Financial analysis

Forecasting

Financial modeling

Variance analysis

Excel proficiency

Data analysis

Education

Bachelor's degree in Finance/Business

Tools

Advanced Excel

SQL basics

Job description

Citadel in Exton, PA is seeking a Financial Analyst to join the Finance team. This role reports to the VP of FP&A and focuses on month-end financial reporting, forecasting, and loan loss allowance analysis.

You will support multiple business lines with marketing investment analysis and new product reviews. The ideal candidate has 3+ years of financial analysis experience, advanced Excel skills, and strong communication.