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Job Details

Key Bank

Senior Finance Analyst




Cleveland, Ohio, United States

About the Position As a member of the Wealth Management Finance team, the Senior Financial Analyst will work closely with the Wealth Management CFO and Segment leaders on critical business functions and initiatives to drive profitable growth. The Wealth Management Segment includes Key Private Bank and Key Investment Services. Success criteria include: Demonstrated understanding of finance and profitability concepts Strong problem-solving skills including understanding the problem, identifying root causes, developing hypothesis, and using data/analysis to come up with solutions/recommendations Demonstrated ability to communicate the appropriate level of information and messaging – verbally and visually – to effectively influence and challenge Ability to build strong relationships to collaborate across Finance and Segment teams Intellectually curious. Ability to analyze and synthesize internal and external data to provide competitive intelligence and benchmarking for Wealth Management to guide strategic decision making Essential Job Functions Primary responsibilities include: Provide proactive ideas, advice, and financial modeling for strategic plans, forecasts, performance management, incentive compensation, and product profitability Leverage ad-hoc financial performance analysis to assist business partners in strategic decision making & understanding drivers behind profit/loss outcomes Coordinating and participating in LOB and product level financial forecasting and planning Provide financial guidance and supporting financial evaluations of proposed initiatives and technology investments via the following activities: gathering assumptions, preparing financial projections, measuring profitability including ROE/ROA/ROBC. Provide guidance and act as liaison between line of business and selected partners relative to financial performance. Partners include but are not limited to human resources, marketing, credit, technology, accounting, and other LOB segments. Partner with team members, business line leadership, product teams, and finance peers & management in Treasury and Accounting on daily, monthly, and quarterly tasks Providing accurate and insightful financial reporting, including but not limited to volumes, balance sheet & income statement drivers Assisting the segment in daily financial management activities Maintain and update organizational hierarchy structure (i.e. cost centers, channels, markets) that best reflect the management of the business and facilitates reporting Required Qualifications Bachelors Degree in Finance, Accounting, Economics or related field 5+ years of diverse analytical experience in Finance, Business, or related field Organized self-starter with the ability to think and work independently and creatively Experience providing decision support & working with leadership Technical/Business Acumen: Detail oriented with the ability to thoroughly analyze and resolve issues with limited direction Strong financial and/or accounting acumen, incl. analytical, problem solving, and decision-making skills Excellent interpersonal skills with the ability to establish solid working relationships with multiple teams and individuals with varying levels of expertise Proactive and effective communicator - strong verbal and presentation skills & willingness to express opinions and consult with others Strong PowerPoint skills to communicate the story succinctly and effectively Proven team player, willing to assist others as needed to ensure that group deadlines are met, and quality standards achieved - ability to manage time and multiple tasks effectively Preferred Skills: Wealth industry experience Proficient in Microsoft Office Suite (Excel, PowerPoint, Word, Outlook and Access) Experience working with financial system reporting environments (i.e. Workday, IBM TM1, Tableau, Oracle Essbase, etc.) SQL and other programming skills to access data for analysis are a plus