Senior Lead Finance Analyst - Merchant Services jobs in United States
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KeyBank · 6 days ago

Senior Lead Finance Analyst - Merchant Services

KeyBank is seeking a Senior Lead Finance Analyst to support the financial performance of their Enterprise Payments function. This role involves forecasting, strategic planning, and financial analysis within Key’s Merchant Service product offering, while collaborating with various internal finance partners.

Banking

Responsibilities

Owns the short and long term forecasting process and provides context to Line of Business Finance partners across Middle Market, Real Estate, Institutional and Consumer
Develops or enhances existing driver based forecast models using product and client data to predict financial performance Merchant Services fees
Provides monthly/quarterly reporting analyzing financial results and performance to targets and progress to strategic initiatives
Presents to senior Leadership on a quarterly or monthly basis with a focus on translating business driver trends to forward looking risks and opportunities
Complete required external and regulatory reports as needed
Identify opportunities to improve internal team processes
Provide research on miscellaneous items and complete ad hoc analysis as necessary
Develop strong working relationships with business unit Leadership, peers, and partners

Qualification

Financial analysisForecastingData analysisMicrosoft Office SuiteSQLCommunication skillsInterpersonal skillsOrganizational skillsTeam playerStrategic mindset

Required

Bachelor's Degree (Finance, Accounting, Economics, Data Science, Mathematics, or related field)
5+ years of experience in Finance, Product Management or related field
Proficient in Microsoft Office Suite (Excel and PowerPoint)
Experience working with large complex data sets with emphasis on synthesizing patterns
Organized self-starter with a bias for action and ownership attitude
Strong financial acumen
Detail oriented with the ability to thoroughly analyze and problem solve with limited direction
Strategic mindset with the ability to connect data to financial outcomes
Excellent interpersonal skills with the ability to establish solid working relationships across teams and experience levels
Strong verbal and written communication skills
Proven team player, willing to assist others as needed to ensure that group deadlines are met, and quality standards are achieved
Ability to manage time and prioritize multiple tasks effectively

Preferred

Experience with data visualization applications (Tableau) preferred
Experience with financial management software applications (Workday Financials, Adaptive Planning, Essbase) preferred
Experience with SQL and Google Big Query preferred
Commercial Banking experience with exposure to Payment products

Benefits

Eligibility for short-term incentive compensation
Deferred incentive compensation subject to individual and company performance
Eligibility for incentive compensation which may include production, commission, and/or discretionary incentives

Company

At KeyBank we’ve made a promise to our clients that they will always have a champion in us.

Funding

Current Stage
Late Stage

Leadership Team

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Chris Gorman
Chairman, Chief Executive Officer, and President, KeyCorp
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Holly Santoro
Executive Administrator to the Chairman & CEO
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Company data provided by crunchbase