JOB SUMMARY
This position is responsible for providing and taking specific managerial ownership of the monthly result reporting, monthly accruals, quarterly forecasting, annual budgeting and strategic planning processes. This individual will also support the completion of ad hoc financial analysis to determine present and future financial performance.

MAJOR DUTIES AND RESPONSIBILITIES
Forecast/Budget process ownership – financial modeling, analysis and report publication
Monthly accrual process – use billing system and knowledge of accounting concepts to work with accounting on expense accruals
Actively and consistently support all efforts to simplify and enhance the customer experience.
Prepare and review reports & other analysis as required for achieving financial objectives.
Perform analysis of data trends on actual results, forecasted results, and operational budget spend to enable team to meet Key Performance Indicators
Understand financial models to actualize and forecast results
Utilize analysis to identify cost savings opportunities
Create operating expense reforecast
Coordinate operating expense variance analysis and reporting
Work closely with the Credit Services operations team(s) to share monthly results, and align any rate or process changes
Perform other duties as requested

REQUIRED QUALIFICATIONS
Required Skills/Abilities and Knowledge
Ability to read, write, speak and understand English
Ability to prioritize and organize effectively
Ability to work independently, as well as in a collaborative and dynamic team environment Ability to handle multiple projects and priorities Ability to analyze and interpret data Ability to quickly identify business problems/opportunities Ability to communicate orally and in writing in a clear and straightforward manner Ability to communicate with all levels of management and company personnel Ability to manage multiple projects at one time Ability to prioritize and organize effectively Knowledge of software applications such as Word, Excel, etc.

Required Education
Bachelor’s degree in business or related field or equivalent experience

Required Related Work Experience and Number of Years
Business planning/Financial analysis or related experience - 2+

PREFERRED QUALIFICATIONS
Preferred Skills/Abilities and Knowledge
Strong financial modeling and data analytical skills
Knowledge of expense accrual process

Preferred Education
B.S. in Finance, Economics, Business or similar area

Preferred Related Work Experience and Number of Years- 3+

WORKING CONDITIONS
Office environment