Principal Financial Analyst
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Job Summary
Leading day-to-day financial modeling and portfolio analysis, the remote Principal Financial Analyst will build forecasts, improve portfolio forecasting methods, and manage the quarterly forecast process while collaborating with cross-functional teams.
Key responsibilities
- Build annual operating budgets and run quarterly rolling forecasts that meet internal audit standards
- Create and maintain driver-based financial models in Workday Adaptive and Excel, enhancing forecast accuracy
- Conduct deep-dive variance analyses on portfolio data to identify root causes and recommend profitability improvements
Required qualifications
- Bachelor's degree in Finance, Economics, Computer Science, Information Systems, or a related quantitative field
- 3+ years of experience in FP&A, strategic analytics, business analytics, or investment banking
- Prior experience in the credit card or financial services industry
- Familiarity with modeling GAAP financial statements
- Project management skills to coordinate complex financial projects across multiple priorities
Complete Job Description
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