Jobs and Careers

Director, Finance Business Analysis

United Statesfull_timeVerifiedPosted 17 Sept 2025

💰 $170,000/yr($145,000/yr – $170,000/yr)

About the role

The Director of Finance Business Analysis is a department leader and enterprise influencer skilled in reviewing/analyzing financial data including forecasts, plans and variances, providing insight, guidance, and recommendations to senior leadership. The Director is involved in creating financial models, financial reporting, providing financial analysis support, and recommendations to assigned executive and senior leaders. Primary Responsibilities:

Prepare, review, and analyze financial forecasts and plans, analyze variances, and proactively seek new forms of analysis and offer insights, and recommendations to management, including senior leadership and executives
Provide complex financial analysis, support, and recommendations to assigned business units, advising them through monthly P&Ls reviews; as well as analyze business unit and product profitability and forecast scenarios and offer recommendations on balance sheet positioning
Create complex financial and staffing models to provide meaningful, actionable insights, advice, and recommendations on historic and the future financial performance to Business Unit leadership
Participate in ALCO, Credit Risk Committee, and Pricing Committee to capture relevant business information required for forecasting
Analyze ad hoc large data sets using Tableau and provide visual insights and/or process improvements to executive and senior leadership
Lead in the regular maintenance/upgrades of the financial planning & analysis systems including Oracle Enterprise Planning & Budgeting Cloud Service and ZM
Prepare monthly, quarterly, and annual financial reports
Partner with Accounting on month end financial close
Be an expert and fluent with data sources and systems for the business that you support
Actively participate and engage in monthly, weekly, and ad-hoc business unit meetings

Experience and Education Requirement:

Minimum Education: Bachelor’s degree in Accounting or Finance is required
Minimum 7 years’ experience in finance analysis and reporting with a mid-to-large size organization within the financial services industry, including experience designing, preparing, and interpreting financial reports for management reporting and analysis
Minimum 5 years’ experience leading a diverse team including hiring, coaching and performance management
Demonstrated command of financial modeling, financial statements, and financial planning
Strong analytical, financial, and modeling skills with financial services industry acumen
Strong problem-solving skills, probing to look beyond the obvious, using logic, creativity, and collaboration for the best solutions
Strong knowledge of financial metrics including net present value, return on investment, return on equity, return on assets, and etc.
Strong knowledge of GAAP and financial/accounting policies, internal controls, processes, and procedures
Ability to work independently and collaborate as a team; anticipate needs and prioritize projects in a fast-paced environment with tight deadlines and high-volume peaks while producing high-quality work
Excellent verbal and written communication skills; able to express ideas concisely and logically and ability to collaborate with internal/external partners and key stakeholders
Strong interpersonal and consensus building skills with the ability to build trust and foster a collaborative spirit
Ability to organize, analyze and interpret data to make recommendations compatible with the organization’s strategic goals
Ability to organize, analyze and interpret financial data to explain complex concepts to leadership
Ability to use empirical data and probing questions to do root cause analysis and communicate the findings to the business
Ability to interpret and present data in a visually compelling format to financial and non-financial audiences with the ability to lead and influence decisions across various internal functions
Demonstrated ability to establish credibility and rapport with internal and external stakeholders
Ability to create and deliver engaging presentations tailored to leadership
Demonstrated ability to establish credibility and rapport with internal stakeholders
Familiarity with Oracle EPBCS, ZM, or other projection/ALM software is preferred
Advanced knowledge of Mic