Sr. Financial Analyst - AI and Data Analytics

Purpose Financial•Greenville, SC

3d•Hybrid

About The Position

Purpose Financial, Inc. is an innovative consumer financial services company that offers a diverse suite of credit products, promoting financial inclusion and meeting consumers wherever they are. Through its brands, the company is committed to helping customers achieve their version of financial stability in the moment and in the future. Since 1997, Purpose Financial has been a pioneer in the consumer credit and financial services market offering money solutions in over 800 storefronts locations and online lending. Providing services in over 23 states, Purpose Financial employs over 2,500 team members. At Purpose Financial we are always on the lookout for motivated individuals who share in our values of mutual respect to join our team of outstanding professionals. This position reports to Director of Finance and is responsible for supporting financial forecasting and planning for Purpose Financial and its family of brands. We work in a demanding environment; the ability to handle multiple projects and meet deadlines is required. The successful candidate will be initiative-taking and thrive in a team-focused, highly communicative environment. This position will support our business partners across the organization by identifying data-analytics based recommendations to drive bottom-line profitability and collaboration with peer analysts to drive improvement of KPI-based financial models. Collaboration with Credit Risk, Analytics, BI, & ETL/Teams is expected to drive enterprise-wide progress. Additional responsibilities are likely to include ownership of components of the Annual Plan, Reforecast, & Long-Term Planning processes as well as cash flow forecasting.

Requirements

Minimum BS Degree in Finance, Economics, Mathematics, Computer Science, or other relevant degree.
6+ years of related experience strong initiative in a team-focused environment.
Excellent written and verbal communications skills; adaptability and flexibility to changing environment; and comfortable working in a dynamic, high volume, fast-paced environment.
Ability to understand and ensure compliance with policies, procedures, and laws governing our industry/business and products.
Must have and will frequently employ knowledge of data querying, cleaning, & development as well as dashboarding and use of Tableau (or similar tool) for analytics, reporting, & communication.
Ability to develop and foster mutually beneficial business relationships with a customer-service focus.
Advanced critical thinking, problem solving, and sound judgment to escalate issues to manager.
Familiarity with AI-assisted analytics tools to accelerate financial analysis, summarize data trends, and generate narrative reporting
Ability to leverage AI/ML model outputs within financial models — interpreting predictions, confidence intervals, and anomaly detection results to inform planning decisions
Experience using AI to streamline and automate recurring processes such as variance analysis, data reconciliation, report generation, and KPI tracking
Proficiency in prompt engineering; the ability to craft effective queries and instructions to extract accurate, relevant insights from AI tools in a finance context
Must be eligible to work in the USA and able to pass a background check.

Nice To Haves

Relevant master’s degrees and MBA preferred.
Proficient use of OneStream for financial planning, forecasting, and reporting is strongly desired.
Prior experience building or maintaining OneStream models and workflows is considered a significant advantage.

Responsibilities

Lead development of FP&A datasets as well as distribution and communication performance tracking and KPI dashboards supporting business improvement and financial forecast processes
Utilize AI-driven forecasting tools to improve the speed and precision of financial projections
Responsible for building, maintaining, and enhancing financial forecast models within OneStream, ensuring accuracy, scalability, and alignment with enterprise planning standards across Purpose Financial's family of brands
Partner with Data Science and Data Engineering teams to integrate machine learning outputs into financial models and planning workflows
Identify opportunities to automate manual financial processes through AI and intelligent automation solutions
Monitor and validate AI-generated financial insights to ensure accuracy, auditability, and alignment with business objectives
Ad-hoc requests, what-if analyses, and other duties as assigned.
Provide coaching/mentorship to junior teammates as well as provide functional training on data analysis to all teammates.
Communicate effectively with Operational and Senior Management including, but not limited to, presentation development, leading meetings, as well as other verbal/written interactions.

Benefits

Competitive Wages
Health/Life Benefits
Health Savings Account plus Employer Seed
401(k) Savings Plan with Company Match
Paid Parental Leave
Company Paid Holidays
Paid Time Off including Volunteer Time
Tuition Reimbursement
Business Casual Environment
Rewards & Recognition Program
Employee Assistance Program
Office in downtown Greenville that offers free parking, onsite gym, free snacks/drinks