Demo

Senior Financial Analyst

iO Associates - US
Exton, PA Full Time
POSTED ON 4/18/2025
AVAILABLE BEFORE 5/17/2025

We're looking for a results-driven Financial Analyst to support strategic decision-making through forecasting, financial reporting, and operational analysis. This role will work cross-functionally to deliver insights that drive business performance and ensure financial health.

Key Responsibilities

  • Analyze financial data and trends to support budgeting, forecasting, and decision-making.

  • Develop financial models and reports for leadership reviews and strategic planning.

  • Conduct variance analysis and identify key performance drivers.

  • Collaborate with marketing, product, and risk teams to evaluate new initiatives and investments.

  • Track and report on operational metrics, product yields, delinquency, dealer performance, and cash flow.

  • Support monthly and quarterly reporting, including dashboards, scorecards, and board materials.

  • Partner with accounting to ensure accurate financial reporting and compliance.

  • Manage risk and collections reporting, including daily delinquency, loan modifications, and impairment analysis.

  • Respond to ad hoc data requests and perform special financial projects as needed.

Qualifications

  • Bachelor's degree in Finance, Economics, Accounting, or related field.

  • 5 years of experience in financial or business analysis, preferably in financial services.

  • Advanced Excel skills; experience with financial modeling and large data sets.

  • Strong analytical and problem-solving skills with attention to detail.

  • Excellent communication and presentation abilities.

  • Able to work independently and partner across departments.

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