The Citadel

Financial Analyst

The Citadel • $80K — $95K *
Exton, PA 19341In-Person
Finance & Insurance
Less than 5 years of experience
Today
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Job Overview by Ladders

Qualifications

  • 3+ years in financial analysis, business analysis, investment banking, or similar roles
  • Strong financial and business acumen for driving results
  • Experience in loan portfolio analytics or portfolio risk management preferred
  • Bachelor's degree in Finance, Business, or related fields
  • Proficient in Excel with robust analytical skills
  • Understanding of financial theory and basic economics

Responsibilities

  • Perform financial forecasting and operational metrics tracking
  • Analyze financial data and create models for decision support
  • Conduct product and segment financial analysis
  • Prepare reports on financial performance for leadership reviews
  • Perform variance analysis and make recommendations for improvements
  • Support all business lines with marketing investment analysis and new product evaluation
  • Collaborate with accounting to ensure accurate financial reporting

Benefits

  • Opportunity for professional growth within a dynamic finance team
  • Collaborative work environment with access to leadership
  • Exposure to diverse financial initiatives across business lines
  • Chance to contribute to meaningful financial decision-making
  • Develop expertise in loan analysis and financial reporting processes
Full Job Description
Job Overview

We are seeking a Financial Analyst to join the Finance team. This role reports to our VP of FP&A and is based in our corporate headquarters in Exton, PA. This individual will be responsible for month-end financial reporting and analysis for Citadel including loan loss allowance calculation. This role will support all business lines for marketing investment analysis, new product evaluation etc. This is an exciting opportunity for someone intellectually curious, analytically oriented, and detail attentive. The role is for those comfortable analyzing large quantity of data, to drive actionable insights, that influences business decision-making.

Responsibilities

  • Perform financial forecasting, reporting, and operational metrics tracking
  • Analyze financial data and create financial models for decision support
  • Perform product and segment financial analysis
  • Report on financial performance and prepare for regular leadership reviews
  • Analyze past results, perform variance analysis, identify trends, and make recommendations for improvements
  • Support all business lines for marketing investment analysis, new product evaluation etc.
  • Work closely with the accounting team to ensure accurate financial reporting
  • Evaluate financial performance by comparing and analyzing actual results with plans and forecasts
  • Perform monthly product yield, delinquency, and cash flow analysis.
  • Provide monthly dealer participation analysis.
  • Manage Collections reporting including Daily Delinquency Reporting, Loan Modifications review, monthly collections reporting etc.
  • Provide jeopardy loan analysis for monthly allowance for loan loss workbook.
  • Provide support for NCUA quarterly 5300 and compliance reporting.
  • Prepares month-end financial analysis and reporting and updates financial dashboard, scorecards, and monthly reporting deck.
  • Assist with adhoc financial analysis and data requests.
  • Other duties as assigned.


Qualifications and Education Requirements

  • At least three plus years of experience in financial analysis, business analysis, consulting, investment banking, or equivalent experience in consulting, investment banking, credit card, banking and other financial institutions.
  • Strong level of financial and business acumen to be able to drive results for a breadth of initiatives.
  • Prior experience conducting loan portfolio analytics or portfolio risk management preferred
  • Bachelor's degree in Finance, Business, quantitative field or related discipline
  • Degree with a concentration in Finance or Statistics preferred
  • Superior proficiency with Excel.
  • Firm grasp of financial theory and basic economics


Additional Skills/Notes

  • High level of critical thinking to formulate business issues into analytical problems and devise actionable solutions.
  • Robust communication, interpersonal, presentation, and organizational skills.
  • Must have ability to interact and partner effectively at multiple levels of the organization.
  • Ability to work independently.


About The Citadel

The Citadel, The Military College of South Carolina, is a public college in Charleston, South Carolina. It was founded in 1842 as the South Carolina Military Academy. The Citadel is one of six senior military colleges in the United States, and is known for its rigorous academic and military programs. The college offers 23 undergraduate majors and 38 minors, and has a student-to-faculty ratio of 12:1. The Citadel has a diverse student body, with students from 45 states and 10 countries. The college has a strong alumni network, with over 30,000 living graduates.
Learn more about The Citadel
Size
700 employees
Industry
Education, Government & Non-Profit
* Ladders Estimates

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