Analyst, Financial Planning & Analysis
About The Position
The Financial Planning & Analysis (FP&A) Analyst delivers the financial insight and analysis behind GreenSky's strategic and operating decisions. Reporting directly to the VP of FP&A, the Analyst contributes to budgeting, forecasting, reporting, and performance measurement that tie back to GreenSky's strategic objectives. This is a high-visibility seat for an early-career finance professional. The Analyst works directly with senior finance leadership and partners across Accounting, Analytics, Pricing, and Sales, and will build a working command of consumer lending economics — loan-level performance, vintage returns, funding costs, and the drivers of profitability in a point-of-sale lending model. Success in this role requires strong analytical rigor, professional maturity, and clear communication in GreenSky's fast-paced, regulated fintech environment.
Requirements
- Bachelor's degree in Finance, Accounting, Economics, or a related field
- 1–3 years of relevant experience in financial analysis, planning, or a similar role
- Strong analytical and quantitative skills
- Advanced proficiency in Microsoft Excel and PowerPoint
- Experience with financial modeling and data analysis
- Excellent written and verbal communication skills
- Strong attention to detail and organizational skills
- Ability to manage multiple priorities in a fast-paced environment
- Team-oriented, with a proactive and collaborative approach
Nice To Haves
- Experience in the fintech sector, consumer lending, or another technology-driven industry
- Familiarity with business intelligence tools (for example, Power BI or Tableau)
- Experience with Workday Adaptive Planning or a comparable enterprise planning and forecasting platform (for example, NetSuite, Oracle, or SAP)
- Progress toward a professional certification such as the CFA or CPA
- Ability to automate reporting processes using SQL, Python, or VBA
- Experience using AI tools (Microsoft 365 Copilot preferred) to produce financial analyses, reports, and other work artifacts
Responsibilities
- Prepare and analyze monthly, quarterly, and annual financial reports for management review
- Monitor key financial metrics and surface actionable insights to improve profitability and efficiency
- Prepare presentations and reports for senior leadership and other stakeholders
- Support the month-end and year-end close processes in partnership with Accounting
- Support the budgeting and forecasting processes, including variance analysis and scenario modeling
- Build and maintain financial models supporting new initiatives, product launches, and strategic planning
- Analyze loan-level and vintage-level performance data to explain movements in yield, credit costs, and returns
- Collaborate with cross-functional teams to gather data and validate financial assumptions
- Identify trends, risks, and opportunities through in-depth data analysis
- Use the company's financial planning and forecasting tools, including Workday Adaptive Planning, to work efficiently and keep a single source of truth
- Maintain and enhance financial databases, reporting tools, and dashboards
Benefits
- medical, dental, vision, disability insurance, life insurance, 401k retirement benefits, paid time off, paid holidays, and paid personal/sick time
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
