KeyBank

Senior Finance Analyst - Middle Market

KeyBank$71K — $125K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree in Finance, Accounting, or related field.
  • 4+ years of diverse analytical experience in Finance, preferably in banking.
  • Strong financial and accounting acumen.
  • Excellent interpersonal skills for building relationships with teams and individuals at varying expertise levels.
  • Detail-oriented with strong problem-solving skills and ability to work independently.
  • Proficient in Microsoft Office Suite, especially Excel, Access, and PowerPoint.

Responsibilities

  • Provide monthly and quarterly financial performance reporting and analysis.
  • Own the forecasting process for short and long-term financial targets.
  • Enhance driver-based forecast models for loan portfolios and associated fees.
  • Develop full funnel reporting for performance and profitability in new markets.
  • Conduct post-mortem analyses on market performance and present findings to leadership.
  • Prepare and deliver presentations to senior leadership on business driver trends.
  • Complete required external and regulatory reports and perform miscellaneous analyses as needed.

Benefits

  • Health, dental, and vision insurance.
  • Retirement savings plans with employer match.
  • Paid time off and flexible work arrangements.
  • Professional development and training opportunities.
  • Productivity incentives including commission and discretionary bonuses.
Full Job Description
Location:
127 Public Square, Cleveland Ohio

Job Brief

This position will be responsible for helping to drive the financial performance and strategic market expansion of the Commercial Bank. Strong partnering skills and effective communication are integral competencies of this position as an individual in this role will be working closely with senior leadership in both the Line of Business and Finance. This role will also require strong analytical skills, an enterprise mindset and robust knowledge of financial and profitability concepts.

Essential Job Functions

Financial and strategic partner working closely with the Regional Sales Executives in the Commercial Bank:
  • Provides monthly/quarterly reporting analyzing financial results and performance to targets and progress to strategic initiatives
  • Owns the short and long term forecasting process
  • Develops or enhances existing driver based forecast models for the Commercial Bank loan portfolio and associated fees
  • Develop full funnel reporting for new markets performance and profitability
  • Perform ad hoc analyses on market performance including post-mortem analyses
  • 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
  • Provide research on miscellaneous items and complete ad hoc analysis as necessary
  • Develop strong working relationships with business unit leadership, peers, and partners


Required Qualifications
  • Bachelors Degree (Finance, Accounting or related field)
  • 4+ years of diverse analytical experience in Finance, preferably with exposure to banking
  • Organized self-starter with the ability to think and work independently and creatively
  • Strong financial and/or accounting acumen
  • Excellent interpersonal skills with the ability to establish solid working relationships with multiple teams and individuals with varying levels of expertise
  • Proven team player, willing to assist others as needed to ensure that group deadlines are met and quality standards achieved
  • Detail oriented with the ability to thoroughly analyze and resolve issues with limited direction
  • Proficient in Microsoft Office Suite (Excel, Access and PowerPoint)
  • Ability to manage time and prioritize multiple tasks effectively


Preferred Skills
  • 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


COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $71,000.00 - $125,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.

Please click here for a list of benefits for which this position is eligible.

Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.

Job Posting Expiration Date: 08/10/2026

#LI-Remote

About KeyBank

Shockingly, nearly 9-in-10 people who get their real estate license in America fail. We're solving that problem; And doing it while increasing profitability for the brokerage. Through technology, business automation, and a team approach we have created a system where agents focus solely on working with clients and closing deals.

KeyBank Careers

Joining KeyBank means stepping into a world of professional growth and innovation, where job opportunities abound in an environment that values leadership, diversity, and forward-thinking. As a member of our team, you will be part of a company that's committed to empowering your career journey while contributing to the financial wellness of our communities.

Work You'll Do

At KeyBank, we're not just in the business of banking; we're in the business of helping individuals and communities thrive. By joining our team, you will have the chance to be part of a culture that celebrates diversity and fosters leadership and professional development. Whether you're looking for a position in customer service, IT, finance, or management, KeyBank offers a variety of roles suited to your skills and career aspirations.

Innovate and Lead

KeyBank stands at the intersection of finance and innovation. Our employees are encouraged to lead with creativity and integrity, driving solutions that make a real difference. With a focus on digital transformation and sustainable growth, your work at KeyBank will challenge the status quo and encourage you to explore new ideas.

Grow Your Career

Career growth at KeyBank is not just a possibility—it's a priority. We are dedicated to your professional development through comprehensive training programs, leadership workshops, and continuous learning opportunities. Our commitment to your growth is matched by our dedication to inclusion, ensuring all voices are heard and valued.

Be Part of a Great Team

Our team at KeyBank is our strongest asset. We believe in using our collective skills to foster an environment of innovation and collaboration. Join us and connect with colleagues who are just as passionate and driven as you are. Through teamwork, we achieve exceptional results and push the boundaries of what's possible in the banking sector.

Internship and Employment Opportunities

For those starting their careers, KeyBank offers robust internship and employment opportunities that provide a solid foundation in the financial industry. Interns at KeyBank gain hands-on experience, beneficial networking connections, and insights into our day-to-day operations, setting the stage for a successful career.

Benefits and Culture

KeyBank is committed to offering benefits that enhance your life and well-being. From healthcare to retirement plans, and flexible working conditions, we ensure our employees are well taken care of. More than just benefits, our company culture is built on respect, integrity, and accountability—values that guide us in making a positive impact on our clients and communities.

Join Our Team

Explore the job opportunities at KeyBank and find the right fit for your skills and interests. We are continuously hiring and looking for individuals who are curious, innovative, and ready to make a difference. Prepare your resume, ace your interview, and join a team that's dedicated to your success and to transforming the landscape of banking.

Stay Connected

Keep up to date with the latest career tips, industry insights, and company news by following our careers blog. Personalize your experience by subscribing to job alert emails tailored to your preferences, and discover the exciting and rewarding career opportunities that await at KeyBank.

Search KeyBank Jobs

Ready to take the next step in your career? Search open positions at KeyBank that match your skills and interests. We look for passionate, creative, and solution-driven team players who are ready to grow and succeed in a dynamic and supportive environment.

SEARCH KEYBANK JOBS

Join KeyBank and be part of a company where your career is as important to us as it is to you. Together, let's unlock opportunities for growth, innovation, and meaningful impact in the financial world.
Learn more about KeyBank
Size
17,110 employees
Market Cap
$16 billion
Industry
Net Income
$1.3 billion
Founded
1825
5 Year Trend
+5.6%
NASDAQ

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