Lead Senior Financial Analyst

Regis University•Greer, SC

3d•Hybrid

About The Position

Take your career to the next level! In the last few years our goal has been expansion, creating growth opportunities for many of our team members. Not only are we serious about growth, but we are also serious about helping our customers during hard financial times. We take pride in providing solutions and offering a helping hand, not only to our customers but also to the communities we serve. As we continue to expand and grow into a national leader in consumer financing, we invite you to consider joining our team. If you're passionate about making a meaningful impact in people's lives and bringing a personal touch to finance, we'd love to have you on board! Job purpose This role is ideal for a strategic thinker with a strong finance background and deep expertise in data mining, pricing analysis, and operational forecasting. The analyst will play a critical role in driving portfolio growth and pricing, supporting field incentive programs, and enhancing decision-making through automation and dashboard development.

Requirements

Bachelor’s degree in finance, Business Analytics, or related field
6+ years of experience in financial analysis, FP&A, or related roles.
Strong proficiency in data mining tools (e.g., SIGMA, SQL, Power BI, Tableau).
Advanced Excel skills and experience with financial modeling.
Proven ability to automate reporting processes and build scalable dashboards.
Excellent communication and presentation skills.
Strong analytical mindset with attention to detail and a proactive approach to problem-solving.

Responsibilities

Pricing & Portfolio Analysis Conduct pricing analysis to support strategic initiatives and margin optimization.
Manage and refine portfolio growth forecasts, integrating growth initiatives and business drivers.
Partner with cross-functional teams to align pricing strategies with business goals.
Dashboard & Reporting Development Design and maintain dynamic dashboards to visualize key performance indicators (KPIs), pricing trends, and portfolio metrics.
Automate recurring reports and incentive calculations to improve efficiency and accuracy.
• Field Incentive Program Support Develop and maintain dashboards and reporting tools to support field incentive programs.
Enhance incentive calculation automation and streamline data flows to reduce manual effort.
Collaborate with Sales Operations and Field teams to ensure timely reporting and analysis
Budgeting & Forecasting Support annual budgeting and quarterly forecasting processes for portfolio growth.
Analyze variances and provide recommendations to improve forecast accuracy.
Contribute to long-range planning and scenario modeling.
Data Mining & Operational Analysis Utilize tools such as SIGMA, SQL, or other data mining platforms to extract and analyze large datasets.
Translate complex data into clear, actionable insights for senior leadership.