Card Financial Analysis Senior Associate - Acquisitions Investments

Aumni

Aumni

Accounting & Finance
Wilmington, DE, USA
Posted on Jul 18, 2024

Job Description

You will analyze acquisitions investment strategies through offer tracking, performance and profitability measures.

As a Senior Associate in Financial Analysis within the Card Finance Analytics team, you will be responsible for analytics of acquisitions investment strategies, offer tracking, performance, and profitability to drive forward investment strategies and growth. You will develop an expertise of the Card P&L, drive offer strategies, develop and enhance investment forecast mechanisms, and the business planning process.

Job Responsibilities

  • Perform detailed quantitative analysis and design analytical framework utilizing SAS/SQL programming and Alteryx/Tableau to predict key account performance and profitability drivers and improve forecasting methodologies
  • Be the key point of contact for cross-functional teams including risk, marketing, and business teams. Partner effectively across all aspects of the acquisition’s investment process.
  • Identify key areas of the business that can be improved and/or automated. Develop technology tools and processes to reduce manual work and increase accuracy of forecasts and reporting
  • Leverage quantitative analysis to provide insights and recommendations for acquisitions investment strategies
  • Create post implementation reviews (PIR) of new offer strategies to compare results against forecast projections
  • Perform valuations of acquisitions related business cases requiring IT resources
  • Present analytics and recommendations clearly and concisely to senior management

Required Qualifications, Capabilities, and Skills:

  • Bachelor’s degree in Finance, Economics or other related area required
  • 4+ years of experience in an analytical / reporting role
  • Understanding of investment modeling including NPV, ROI, ROE, etc..
  • Proficiency in Microsoft Office (especially Excel and PowerPoint)
  • SAS/SQL experience – adept at working with granular data-tables to draw out customer/segment level profitability
  • Excellent communication (verbal and written) skills
  • Strong organizational skills, including good judgment and decision-making abilities
  • Capable of working in a dynamic environment and managing multiple projects with tight timelines

Preferred Qualifications, Capabilities, and Skills:

  • Prior experience in Tableau/Alteryx
  • Card experience preferred