Financial Strategy Analyst II

About the position

The Financial Strategy Team is responsible for working with its partners to help educate and drive profitable decisions for the business as well as providing monthly forecasts and annual budgets. The Financial Strategy Analyst II analyzes, models, and forecasts private label and co-brand credit card portfolio performance to support internal partners and leadership, in addition to developing client contract deal structures, promotional pricing, file performance tracking, file automation and maintenance, and ad hoc projects as needed. They do this through a disciplined data-driven approach and a thorough understanding of portfolio profitability while being able to present analyses to leadership.

Responsibilities

• Review and evaluate financial performance based on information obtained with little assistance via SQL, Essbase, MicroStrategy, etc.
• Publish reporting/findings as needed and analyze client performance comparing actual performance to expected performance.
• Complete ad hoc assignments including interdepartmental collaboration, creating materials, and presenting findings.
• Understand basic drivers of portfolio profitability and apply this knowledge to various financial forecasts and models.
• Utilize knowledge of databases and Microsoft Office tools such as Word, Advanced Excel, PowerPoint, and Teams to execute daily work.
• Help bring opportunities to the process based on portfolio trends.
• Actively contribute to internal client discussions and support brand discussions as needed.
• Research competitor information and maintain organization to multitask and prioritize projects while adhering to deadlines.
• Create Client Performance Reports, review client P&Ls, monthly forecasting and budgeting, and analyze marketing campaigns.
• Create and update ad hoc reporting based on business needs and maintain key reports and models used to analyze and forecast credit portfolios.

Requirements

• Associate's Degree or equivalent business experience in Finance, Accounting, Economics, Analytics, or similar.
• Two or more years using software such as advanced functions in Excel, SQL, etc. to complete analysis and reporting.

Nice-to-haves

• Bachelor's Degree in Finance, Accounting, Economics, Analytics, or similar.
• Two to four years in Financial Services field, ideally private label and/or bankcard credit.

Benefits

• Medical, prescription drug, dental, vision, and other voluntary benefits.
• Six weeks of 100% paid parental leave for eligible parents.
• 401(k) plan enrollment upon hire.
• 11 paid holidays.
• Flexible Time Off (FTO) program.
• Paid Sick and Safe Time (PSST).
• Annual incentive bonus based on individual and company performance.