Sr. Financial Analyst - AI and Data Analytics

Brand: Purpose Financial

Address: 322 Rhett Street, Greenville, South Carolina, United States - 29601   

 

Purpose Financial, Inc. is an innovative consumer financial services company that offers a diverse suite of credit products, promoting financial inclusion and meeting consumers wherever they are. Through its brands, the company is committed to helping customers achieve their version of financial stability in the moment and in the future.  Since 1997, Purpose Financial has been a pioneer in the consumer credit and financial services market offering money solutions in over 800 storefronts locations and online lending.  Providing services in over 23 states, Purpose Financial employs over 2,500 team members.

At Purpose Financial we are always on the lookout for motivated individuals who share in our values of mutual respect to join our team of outstanding professionals.

We offer:

• Competitive Wages
• Health/Life Benefits
• Health Savings Account plus Employer Seed
• 401(k) Savings Plan with Company Match
• Paid Parental Leave
• Company Paid Holidays
• Paid Time Off including Volunteer Time
• Tuition Reimbursement
• Business Casual Environment
• Rewards & Recognition Program
• Employee Assistance Program
• Office in downtown Greenville that offers free parking, onsite gym, free snacks/drinks

To learn more about Purpose Financial visit Purpose Financial Website.

 

Position Summary

This position reports to Director of Finance and is responsible for supporting financial forecasting and planning for Purpose Financial and its family of brands. We work in a demanding environment; the ability to handle multiple projects and meet deadlines is required. The successful candidate will be initiative-taking and thrive in a team-focused, highly communicative environment. This position will support our business partners across the organization by identifying data-analytics based recommendations to drive bottom-line profitability and collaboration with peer analysts to drive improvement of KPI-based financial models. Collaboration with Credit Risk, Analytics, BI, & ETL/Teams is expected to drive enterprise-wide progress. Additional responsibilities are likely to include ownership of components of the Annual Plan, Reforecast, & Long-Term Planning processes as well as cash flow forecasting.

Job Responsibility

As a senior member of the team this individual is expected to provide coaching/mentorship to junior teammates as well as provide functional training on data analysis to all teammates. This individual will also be relied upon to communicate effectively with Operational and Senior Management including, but not limited to, presentation development, leading meetings, as well as other verbal/written interactions.

• Lead development of FP&A datasets as well as distribution and communication performance tracking and KPI dashboards supporting business improvement and financial forecast processes
• Utilize AI-driven forecasting tools to improve the speed and precision of financial projections
• Responsible for building, maintaining, and enhancing financial forecast models within OneStream, ensuring accuracy, scalability, and alignment with enterprise planning standards across Purpose Financial's family of brands
• Partner with Data Science and Data Engineering teams to integrate machine learning outputs into financial models and planning workflows
• Identify opportunities to automate manual financial processes through AI and intelligent automation solutions
• Monitor and validate AI-generated financial insights to ensure accuracy, auditability, and alignment with business objectives
• Ad-hoc requests, what-if analyses, and other duties as assigned.

Job Responsibilities Cont.

Education Required

Minimum BS Degree in Finance, Economics, Mathematics, Computer Science, or other relevant degree. Relevant master’s degrees and MBA preferred.

Experience Required

6+ years of related experience strong initiative in a team-focused environment. 

Knowledge Required

Excellent written and verbal communications skills; adaptability and flexibility to changing environment; and comfortable working in a dynamic, high volume, fast-paced environment.  Ability to understand and ensure compliance with policies, procedures, and laws governing ou