Senior Financial Analyst

Our digital first approach enables our teams the flexibility to work remotely. We have offices in NYC and Boston.
What you'll do:
Financial & Data Analytics: Execute end-to-end financial and data analytics, building and maintaining operational, financial, and compliance reporting for loan, deposit, and investment portfolios. Synthesize key findings and prepare executive- and Board-level reporting packages
Operational Efficiency: Design, build, and automate operational dashboards to streamline corporate reporting workflows and eliminate manual data processing
Asset Strategy Support: Perform financial modeling, yield analyses, and scenario testing across diversified investment and lending portfolios to evaluate capital deployment and profitability strategies
Financial Planning & Forecasting: Maintain core financial planning models and drive the execution of the quarterly reforecasting process to generate reliable operational projections
Budgeting Operations: Serve as the hands-on analytical partner during the annual budget cycle; build trend analysis models, variance reports, and baseline templates to support department leads in setting targets
Profitability Analysis: Conduct deep-dive analyses on account origination, pricing structures, funds transfer pricing (FTP), and product-level margins for loan and deposit portfolios

What you need:
Bachelor’s degree in Finance, Accounting, Economics, or related field with 4–6+ years of progressive financial analysis experience, featuring advanced hands-on expertise in budgeting and forecasting software (e.g., Adaptive, Workday, Hyperion)
Meticulous attention to detail with an uncompromised standard for data integrity and reporting accuracy.
Advanced proficiency in data querying, structuring, and reporting automation tools (e.g., SQL, Power BI, Tableau, advanced Excel)
Demonstrated ability to translate complex financial datasets into clear summaries for department heads, executives, and Board materials
Self-motivation to independently manage deliverables and tight reporting deadlines in a remote environment
Direct experience with financial institution reporting (FDIC Call Reports, regulatory filings) is a plus
Solid understanding of bank profitability drivers, including product/client/divisional margin analysis and Funds Transfer Pricing (FTP) concepts
Practical experience building and maintaining capital allocation models to evaluate product-level return on capital