Cards Finance and Finance Analytics - Associate

Finance Analytics

As a Finance Analytics Associate in our Finance team, you will spend each day defining, refining and delivering set goals for our firm. You will provide strategic analytical support to Card CFO s and senior leaders to analyze results and provide insights to better manage the business. You will play a key role in supporting the full scope of team deliverables, gaining broad exposure to the business and core Planning Analysis functions. You will lead efforts to improve and automate processes to save time and enable deeper analysis.

Job Responsibilities

• Collect, analyze, and interpret data effectively. Identify trends, patterns, and insights from complex datasets to derive conclusions.
• Approach problems methodically with strong analytical skills to provide comprehensive analysis for informed business decisions.
• Provide comprehensive analysis for business decision-making and forecasting purposes. Prepare and present analytical insights that resonate with the business context, audience, and strategies.
• Create impactful charts, graphs, and infographics to present analysis visually. Evaluate information critically and make sound judgments.
• Communicate critical findings and insights to non-technical stakeholders clearly and effectively.
• Ensure precision in data analysis and reporting for accuracy and reliability. Spot errors or inconsistencies in data.
• Respond comprehensively to inquiries from senior management or stakeholders. Find innovative ways to address business challenges creatively.
• Support Investor Day-related tasks by updating key metrics, card attrition, and reviewing inputs. Prepare decks for Earnings, supplemental financials, explain key moves, and provide QA support.
• Provide detailed financial results, variances, and an overview of the Cards PL to senior management. Contribute to financial planning and budgeting by preparing budget decks.
• Interpret hypothetical risks to the cards business and size the PL against each material risk.
• Challenge existing assumptions and explore alternative solutions.

Required qualifications, capabilities, and skills

• Bachelor s degree in Accounting/Finance/Economics or other related majors.
• 8+ years in Finance, management consulting or other financial/analytic roles
• Strong quantitative and analytical problem-solving skills
• Strong knowledge of Excel VBA, SQL, Python /Pyspark, Alteryx and Tableau and other data analysis and data visualization tools
• Possess strong interpersonal, verbal and written communication skills to convey complex information clearly.
• Ability to comprehend and clearly communicate complex concepts in a dynamic environment
• Manage compelling priorities simultaneously and have effective coordination skills
• Has proactive approach with strong judgment and has professional maturity
• Ability to work in a fast- paced, dynamic environment

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