girl looking into her desktop
Back to search results

Sr Fin Analyst - Fin Bus Supp

Charlotte, North Carolina;

Job Description:

Sr Fin Analyst – Secured Lending Revenue Forecasting and Analytics

The Secured Lending Revenue Horizontal Products Reporting, Analysis & Forecasting Team is part of the Consumer/GWIM CFO organization. The primary purpose of the team is to provide finance support for Consumer and GWIM Secured lending products (Mortgage, Home Equity, Vehicle Lending and Wealth Management Structured Lending). The team provides reporting, forecasting and stress testing, analytics (business cases, product profitability, analytics, etc.) and business partnering support. The overall team engages with other CFO teams and multiple partners groups. Partners include Line of Business (LOB) / Business Financial Officer (BFO) / Controllers / Enterprise Stress Testing teams / Treasury teams, among many others. The Forecast tower team owns several processes and is responsible for the models and production for each product baseline forecast and stress testing scenarios. 

This position’s responsibility includes revenue forecasting for baseline, stress testing, and month-end deliverables for Home Equity Originations. The individual will help drive operational excellence on the Forecast team. The individual will assist in model development and re-engineering, methodology improvement, and migrating forecasts onto ForecastConnect, an End-to-End forecast automation platform. The candidate will be required to work closely with Treasury, Product & Pricing, Model Risk and other partners to successfully deliver on work product. Throughout the tenure of the role the individual can expect to gain great knowledge, exposure and acumen to the Secured businesses, but will also gain exposure to all Consumer and GWIM products supported by the broader team. Generally the work routine occurs along the corporate timeline, with ad hoc projects in between.

Required Skills:

  • Bachelor's degree and/or equivalent work experience
  • Must have a minimum of 5+ years of financial analysis experience
  • Advanced Excel and Data mining /manipulation
  • Familiarity with building models
  • Strong organizational skills and be able to work independently
  • Demonstrate intellectual curiosity and be able to communicate effectively in a matrix organization
  • Able to work in a fast paced, deadline driven environment

Desired:

  • eLedger and Essbase
  • Emerging technology such as Alteryx
  • Quantitative / statistical skills

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

2000

Job Description:

Sr Fin Analyst – Secured Lending Revenue Forecasting and Analytics

The Secured Lending Revenue Horizontal Products Reporting, Analysis & Forecasting Team is part of the Consumer/GWIM CFO organization. The primary purpose of the team is to provide finance support for Consumer and GWIM Secured lending products (Mortgage, Home Equity, Vehicle Lending and Wealth Management Structured Lending). The team provides reporting, forecasting and stress testing, analytics (business cases, product profitability, analytics, etc.) and business partnering support. The overall team engages with other CFO teams and multiple partners groups. Partners include Line of Business (LOB) / Business Financial Officer (BFO) / Controllers / Enterprise Stress Testing teams / Treasury teams, among many others. The Forecast tower team owns several processes and is responsible for the models and production for each product baseline forecast and stress testing scenarios. 

This position’s responsibility includes revenue forecasting for baseline, stress testing, and month-end deliverables for Home Equity Originations. The individual will help drive operational excellence on the Forecast team. The individual will assist in model development and re-engineering, methodology improvement, and migrating forecasts onto ForecastConnect, an End-to-End forecast automation platform. The candidate will be required to work closely with Treasury, Product & Pricing, Model Risk and other partners to successfully deliver on work product. Throughout the tenure of the role the individual can expect to gain great knowledge, exposure and acumen to the Secured businesses, but will also gain exposure to all Consumer and GWIM products supported by the broader team. Generally the work routine occurs along the corporate timeline, with ad hoc projects in between.

Required Skills:

  • Bachelor's degree and/or equivalent work experience
  • Must have a minimum of 5+ years of financial analysis experience
  • Advanced Excel and Data mining /manipulation
  • Familiarity with building models
  • Strong organizational skills and be able to work independently
  • Demonstrate intellectual curiosity and be able to communicate effectively in a matrix organization
  • Able to work in a fast paced, deadline driven environment

Desired:

  • eLedger and Essbase
  • Emerging technology such as Alteryx
  • Quantitative / statistical skills

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-22044866

Band: H5

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Kristen Perry

Referral Bonus:

2000