Job Family: Finance

The Finance organization is responsible for leading and participating in a number of critical functions including: supporting executive management decisions making by analyzing results, assessing strategic alternatives and developing strategic plans; communicating financial results and forecasts with critical stakeholders, including executive management and Board of Directors, shareholders and regulators; managing the Company’s balance sheet, including interest rate and liquidity risks; establishes the Company’s capital policies and prioritized investments; develops and implements controls to reduce operational risk; developing and maintaining financial data and systems.  The Finance organization works across functions and Business lines in the Company, requiring a broad understanding of our business, risk and strategy.

Job Function: Financial Planning & Analysis

Generates forecasts and analyzes trends in revenue-generating organizations, finance and other areas of business for financial and strategic planning purposes.  Conducts financial and economic analysis and forecasting and evaluates alternate financial plans.  Prepares, analyzes, interprets and maintains internal and external information related to economic policy, rates of return, depreciation, investments and operational and financial results.  Analyzes profit-and-loss income statements and prepares reports on findings to make budgeting and cost recommendations to management

Summary of Responsibilities:

The Associate, Analytics is responsible for working across business lines to define and build forecast-based analytical datasets, performs data analysis, and delivers analytical solutions that meet the Company’s strategic initiatives and forecast planning activities for their designated business area.

Essential Functions:

  • Collaborates with business units to define forecast requirements, building forecast analytical datasets, performs analyses, and delivers analytical solutions that meet and support forecast initiatives and strategic direction.
  • Ability to implement and execute complex code to produce useful forecasting analytics.
  • Provides thoughtful forecast-based analysis to enhance reporting functionality and automation of processes.
  • Provides guidance and direction to analysts and business partners on forecast data analysis and maintenance of forecasting infrastructure
  • Recommends formatting improvements to current reporting processes.
  • Prepares and analyzes extensive data for timely and accurate managerial reporting, internal/external audits, ad hoc requests, etc.
  • Verifies and confirms data integrity of internally and externally generated reports.
  • Creates and maintains various dashboard(s) to report on metrics and results.
  • Performs extensive data analysis including data profiling and data quality analysis.
  • Mines and analyzes data from databases to drive optimization and process improvements.
  • Facilitates effective communications among business lines and leadership to ensure comprehensive understanding of needs, expectations, and requirements.
  • Collaborates with subject matter experts to identify valuable practices and develop strategies to implement and track.
  • Develops effective tools, processes, and templates to enable efficient delivery of services.

Other Functions:

  • Other duties as assigned.


  • Education –
    • Bachelor’s Degree: Finance, Economics, Management Information Systems, Statistics or equivalent quantitative field.
    • or equivalent work experience
    • Master’s Degree: Finance, Economics, Management Information Systems, Statistics or equivalent quantitative field preferred.
    • Ph.D.: Finance, Economics, Management Information Systems, Statistics or equivalent quantitative field preferred.
  • Experience –
    • 5-9 years
  • Skills & Abilities –
    • Advanced Knowledge of data modeling, database design development, data mining, and segmentation techniques.
    • Advanced knowledge of statistical applications within Financial Services to interpret data requests and identify data analytics opportunities.
    • Demonstrated experience in database architecture, data integration, and data mining applications (SAS, SQL, SQL Management Studio).
    • Demonstrated experience identifying, scrutinizing, improving, and streamlining complex work processes and simplifying difficult concepts.
    • Advanced knowledge of database architecture, data mining techniques, and data analytics.
    • Advanced knowledge of statistics and/or other quantitative analysis techniques.
    • Ability to synthesize information from a variety of data sources into a logical, organized and concise manner.
    • Strong written and verbal communication skills.
    • Strong analytical, problem solving and critical thinking skills.
    • Detail orientated with the ability to also understand overall strategy.
    • Advanced knowledge and experience using statistical packages for analyzing data sets (Excel, Access, SPSS).
    • Demonstrated data analysis, data presentation, and data development skills.
    • Ability to interact with all levels of employees, including senior level management.
    • Ability to leverage technology to improve and automate business tasks.
    • Strong Project Management skills.
    • Strong attention to details and can analyze information quickly.


  • Collaboration – Relationship Management:
    • Proficient – Applying and Executing
      • Knows who to reach out to inside and outside of one’s team to get work done
      • Takes action to enhance working relationships needed to achieve seamless work flow
  • Collaboration – Teamwork:
    • Proficient – Applying and Executing
      • Creates a good working environment in the team; works towards shared goals contributing ideas and accepting change
      • Provides assistance and coaches less experienced team members
  • Execution – Accountability:
    • Proficient – Applying and Executing
      • Follows through to meet commitments to others
      • Takes responsibility for achieving strong results, despite balancing multiple complex demands
  • Influence – Information Sharing:
    • Proficient – Applying and Executing
      • Uses information and data effectively to support a position and present a rational case
  • Influence – Two-way communication:
    • Proficient – Applying and Executing
      • Communicates in a timely and straightforward manner
      • Probes for additional information, clarifies assumptions and confirms agreed-upon actions
      • Keeps everyone involved informed about progress and issues
  • Risk Business Acumen – Industry Acumen:
    • Proficient – Applying and Executing
      • Stays current with industry and regulatory trends and emerging risk issues
      • Has good understanding of current market and competitive landscape that the organization operates within
  • Risk Management – Knowledge of Risk Management Policies, Regulations, Processes and Procedures:
    • Proficient – Applying and Executing
      • Executes risk management process and procedures without management direction, and demonstrates awareness of expected results
      • Knows the relationship and impact of actions and results
      • Has an understanding of regulations impacting area supported
  • Risk Management – Risk and Compliance Adherence:
    • Proficient – Applying and Executing
      • Communicates the importance and benefits of risk management to counterparts
      • Displays natural skepticism and curiosity to question the status quo and uncover issues
      • Adheres to a good root cause analysis process

Working Conditions:

  • Frequently: Minimal physical effort such as sitting, standing, and walking.
  • Occasional moving and lifting of equipment and furniture is required to support onsite and offsite meeting setup and teardown.
  • Physically capable of lifting up to fifty pounds, able to bend, kneel, climb ladders.

Employer’s Rights:

  • This job description does not list all the duties of the job.  You may be asked by your supervisors or managers to perform other duties.  You will be evaluated in part based upon your performance of the tasks listed in this job description.
  • The employer has the right to revise this job description at any time.  This job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.