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Job Description
- Create and implement business strategies, using project management tools to monitor progress and applying customer data and analytics to drive results
- Design and present high-quality presentations for management using PowerPoint, and analyze data using Excel to support business insights
- Develop comprehensive financial models and projections, and conduct financial analysis to support key business decisions
- Work closely with internal teams and stakeholders to align objectives and ensure projects are executed smoothly
- Learn and adapt to changes in customer behavior with an interest in learning future skills, such as AI tools
Qualifications:
- Bachelor’s degree or higher in Finance, Accounting, Economics, or related fields
- Audit experience with a Big 4 firm or certifications such as CFA/CFP are preferred
- Strong project tracking capabilities
- Strategic, logical, and creative thinking skills with a proven ability to develop effective solutions and drive business outcomes
- In-depth understanding of banking products and the ability to evaluate the effectiveness of campaigns and projects
- Proven ability to collaborate with internal and external stakeholders in support of strategic initiatives
- Strong proficiency in Microsoft Excel and PowerPoint, with the ability to create clear, impactful analyses and presentations
We're committed to bringing passion and customer focus to the business.
If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us.