Lead Investment Analyst managing investment analysis for institutional retirement plans at Transamerica. Collaborating with teams to launch and monitor investment products focused on client needs.
About the role
- Senior Financial Modeling Analyst supporting finance team at Continental Finance Company. Assisting with financial models and data analysis in a fast-paced financial technology environment.
Responsibilities
- Build financial models using historical data and providing forecasts based on various industry-related operating metrics.
- Development and analysis of key financial and non-financial risks and recommending actions for mitigation.
- Communicate data driven insights through analysis, reporting and data visualization.
- Preparing financial analysis, management reporting and monitoring trends in economics and forecasting assumptions.
- Working in a collaborative environment, assisting with research and financial analysis on potential acquisition opportunities.
- Perform other duties as assigned.
Requirements
- Bachelor’s degree in finance, accounting or economics required.
- 2-5 years of credit card industry/banking experience preferred
- Proficiency with VBA within Microsoft Excel writing code and arrays required.
- Experience in financial planning and analysis required.
- Prior financial modeling experience required
- Prior experience in evaluating acquisition opportunities is preferred
- Strong organizational skills and ability to prioritize workload to meet deadlines in a fast-paced environment.
- Proficiency in Microsoft Office (Word, Power Point, and advanced Excel).
- Basic or intermediate understanding of SQL and Snowflake is a preferred
- Excellent analytical and problem-solving skills with strong attention to detail.
- Excellent communication skills, written and verbal, with the ability to clearly communicate issues to all levels of management.
- Self-direct, highly motivated, and able to work independently.
Benefits
- Competitive compensation
- Benefits in an exciting, fast-paced business casual environment
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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