Lead Finance Analyst – Purchase Card & Automation

KeyBank • Cleveland, OH

9d • $61,000 - $94,000

About The Position

As a Lead Finance Analyst, you will be responsible for helping drive the financial performance of the bank’s Enterprise Payments function. This role provides critical financial and strategic support of Key’s Purchase Card & Automation product offerings. This analyst will be responsible for support of forecasting and strategic planning process, management reporting, and business unit financial analysis. Candidate must be comfortable working in a fast paced and dynamic environment with ability to provide solutions and analysis with limited direction at times. Essential Job Functions Financial and strategic partner working closely with Product Leadership, and other internal Finance partners on the following:

Requirements

• Bachelor’s Degree (Finance, Accounting, Economics, Data Science, Mathematics, or related field)
• 2+ years of experience in Finance, Product Management or related field
• Proficient in Microsoft Office Suite (Excel and PowerPoint)
• Experience working with large complex data sets with emphasis on synthesizing patterns
• Organized self-starter with a bias for action and ownership attitude
• Strong financial acumen
• Detail oriented with the ability to thoroughly analyze, and problem solve with limited direction
• Strategic mindset with the ability to connect data to financial outcomes
• Excellent interpersonal skills with the ability to establish solid working relationships across teams and experience levels
• Strong verbal and written communication skills
• Proven team player, willing to assist others as needed to ensure that group deadlines are met, and quality standards are achieved
• Ability to manage time and prioritize multiple tasks effectively

Nice To Haves

• Experience with data visualization applications (Tableau) preferred
• Experience with financial management software applications (Workday Financials, Adaptive Planning, Essbase) preferred
• Experience with SQL and Google BigQuery preferred
• Commercial Banking experience with exposure to Payment products

Responsibilities

• Owns the short- and long-term forecasting process and provides context to Line of Business Finance partners across Middle Market, Real Estate, Institutional and Consumer
• Develops or enhances existing driver based forecast models using product and client data to predict financial performance of Purchase Card & Automation fees
• Provides monthly/quarterly reporting analyzing financial results and performance to targets and progress to strategic initiatives
• Presents to senior Leadership on a quarterly or monthly basis with a focus on translating business driver trends to forward looking risks and opportunities
• Complete required external and regulatory reports as needed
• Identify opportunities to improve internal team processes
• Provide research on miscellaneous items and complete ad hoc analysis as necessary
• Develop strong working relationships with business unit Leadership, peers, and partners

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level