Mission Lane

Join the Movement

Principal Financial Analyst

Financial Planning and AnalysisFinancial Planning and AnalysisFull TimeRemoteTeam 501-1,000Since 2018H1B SponsorCompany SiteLinkedIn

Location

United States

Posted

24 days ago

Salary

$114K - $133K / year

Bachelor Degree2 yrs expEnglishPythonSQL

Job Description

• Lead the day-to-day execution of annual operating budgets and quarterly rolling forecasts, ensuring work plans align with broader corporate strategy. • Independently resolve complex modeling problems, building and updating driver-based models to forecast business performance. • Conduct ROI and NPV analysis on business initiatives, operating with independence to provide the technical "source of truth." • Act as the functional specialist on collaborative projects with Credit, Growth, and Strategy, contributing technical expertise to help partners understand the financial impact of their decisions. • Complete high-impact individual work while being a resource for the team, which may include training or supporting other employees on financial tools and best practices. • Leverage EPM software (like Workday Adaptive) and SQL to automate repetitive tasks, make decisions on process improvements, and conduct deep dive analyses.

Job Requirements

  • 2+ years of experience in FP&A, strategic analytics, or investment banking, specifically within the credit card or banking industry.
  • Proven ability to apply fundamental financial concepts and practices to complete difficult assignments with minimal direct instruction.
  • High proficiency in modeling GAAP financial statements and using data as an investigative tool to analyze performance variance.
  • Proficiency in data analysis tools (e.g., Excel, SQL, Python) with a mindset for automation and continuous process improvement.
  • Bachelor's degree in Finance, Economics, or a related quantitative field.
  • A track record of building rigorous analytics from the ground up and the maturity to work independently in a remote environment.
  • Ability to travel as required.

Benefits

  • health/ dental/ vision insurance options
  • disability coverage
  • paid parental leave
  • flexible spending account (for childcare and healthcare)
  • life insurance
  • remote-friendly work environment
  • 401(k) match
  • monthly wellness stipend
  • paid time off

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