Position Details

Type Full-Time

Experience senior

Exp. Years 4 years of financial/accounting management experience

Education Bachelor's degree

Category Finance & Accounting

About this role

Senior operations finance role supporting Consumer & Community Banking Operations with expense management, budgeting, and forecasting. The role partners with senior leadership to manage expenses and deliver actionable insights through dashboards and reports.

Key Responsibilities

Partner with senior leaders for expense management and strategic insight
Lead annual budgets and monthly forecasts
Create and deliver presentations for senior management
Analyze and improve expense transactions
Design dashboards and reports using Excel, Alteryx, and Tableau

Technical Overview

Stack includes Excel, PowerPoint, Alteryx, Tableau, and Essbase; leverage LLMs for advanced analytics and reporting; regular preparation of management reports and presentations for senior leadership.

Ideal Candidate

The ideal candidate is a senior finance professional with 4+ years in banking/financial services, strong experience in expense management, forecasting and budgeting, and a proven ability to present to senior leadership using tools like Excel, Tableau, and Alteryx.

Must-Have Skills

Bachelor's degree4 years of financial/accounting management experienceAdvanced analytical skillsattention to detailsolution-oriented mindsetProficiency in Excel and PowerPoint/PitchPro

Nice-to-Have Skills

Experience in retail financial services or banking industry preferredKnowledge of Essbase

Required Skills

Bachelor's degree4 years of financial/accounting management experienceadvanced analytical skillsattention to detailsolution-oriented mindsetproficiency with Excel and PowerPoint/PitchPro

Hard Skills

ExcelPowerPointPowerPoint/PitchProAlteryxTableauLLMLarge Language ModelsEssbase

Soft Skills

communicationleadershipanalytical thinkingcollaborationattention to detail

Industry & Role

Industry Banking

Job Function Provide financial planning, budgeting, forecasting, and decision support for Consumer & Community Banking Operations

Role Subtype Senior Finance

Tech Domains Tableau, Alteryx, Excel, PowerPoint, PowerPoint/PitchPro, Essbase, Large Language Models, LLM

Keywords for Your Resume

Operations Finance Senior AssociateExpense Management & AnalysisForecastingBudgetingVariance analysisExcelPowerPointPowerPoint/PitchProAlteryxTableauEssbaseLLMLarge Language ModelsBachelor's degreeConsumer & Community BankingColumbusOHbankingmanagement reportingsenior management presentationbudget vs actualExpense Management

Deal Breakers

Not authorized to work in the United States, Lack of Bachelor's degree, Less than 4 years of financial/accounting management experience

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