Senior Portfolio Analyst - PANFS

Company Description

Our Mission

At Palo Alto Networks® everything starts and ends with our mission:

Being the cybersecurity partner of choice, protecting our digital way of life.

Our vision is a world where each day is safer and more secure than the one before. We are a company built on the foundation of challenging and disrupting the way things are done, and we’re looking for innovators who are as committed to shaping the future of cybersecurity as we are.

FLEXWORK is an employee-centric reimagining of how we work. We built FLEXWORK based on employee feedback – it is about flexibility, trust, and choice whenever possible. It’s been a journey of disruption that has yielded the best of our values. We offer as much flexibility as possible, and choices that enable you to be most productive, including benefits that meet your needs and learning opportunities that you feel passionate about.

Our Approach to Work

At Palo Alto Networks, we believe in the power of collaboration and value in-person interactions. This is why our employees generally work from the office three days per week, leaving two days for choice and flexibility to work where you feel most effective. This setup fosters casual conversations, problem-solving, and trusted relationships. While details may evolve, our goal is to create an environment where innovation thrives, with office-based teams coming together three days a week to collaborate and thrive, together!

Job Description

Your Career

Palo Alto Networks® is the fastest-growing security company in history. We offer the chance to be part of an important mission: ending breaches and protecting our way of digital life. If you are a motivated, intelligent, creative, and hardworking individual, then this job is for you!

Reporting to Head of Credit, Operations & Capital Markets for Palo Alto Networks Financial Services (PANFS), the Sr Portfolio Analyst will be responsible for driving portfolio, economic, analytic and forecasting activities for PANFS. This is a unique opportunity to be part of a very high growth organization within the Company, leveraging prior experience and knowledge to grow and expand the organization's contributions and capabilities.

This role is open to Santa Clara, CA and Plano, TX!

Your Impact

• Lead the development of portfolio analytics, recommend loan portfolio/high ROI strategies and initiatives
• Act as quantitative analytical lead for PAN FS’s portfolio management and reporting activities
• Fully integrate and lead portfolio business planning, forecasting and review analysis
• Collaborate with various departments including FP&A, Investor Relations, Treasury, Accounting & Corporate Finance
• Help lead deal pricing & economic activities for PANFS
• Prepare and own  CECL/loss reserves and cash flow forecasting  and reporting activities for PANFS
• Recommend & lead process for loan syndication activities & establish syndication process with bank partners
• Develop and implement enhancements to system & process workflows for PAN FS

Qualifications

Your Experience

• Bachelor’s Degree in a quantitative field such as Finance, economics, statistics, accounting, engineering or data analytics or equivalent military experience required- MBA preferred - CFA a plus
• 4+ years’ experience in financial services, FP&A or in a predictive modeling/analytics role
• Quantitative analytical skill-set with experience modeling, reporting and visualization of large data sets (Advanced Excel skills, GCP, SQL, Tableau, etc)
• Understanding of loan economics including generating amortization/repayment schedules, NPV & ROE calculations on a portfolio and individual deals with varied payment streams
• Knowledge and experience of advanced financial predictive analytics in portfolio risk modeling
• Excellent communication skills able to build relationships at all levels
• Strong organization, prioritization, multi-tasking and time management skills
• Proficiency in data analytics, data management & tableau 
• Strong knowledge of accounting concepts and financial statement analysis
• Ability to solve problems and think quickly under pressure
• Be comfortable working in a fast-paced, deadline driven environment

Additional Information

The Team

Palo Alto Networks Financial Services was formed to provide financing arrangements to Palo Alto Networks, Inc.’s customers.  The program was established in April 2020 in the US and has since expanded globally.  

Palo Alto Networks Financial Services reports into Treasury which is part of the very talented finance organization within Palo Alto Networks, Inc.