Lead Financial Analyst - Business Banking

About the role

This position is a strategic corporate finance role supporting KeyCorp’s overall financial performance, with direct responsibility for helping drive the financial performance of the Consumer Bank Line of Business, specifically Business Banking.

Responsibilities

• Owns and supports the monthly forecast process with Business Banking leadership, including running the financial books, maintaining oversight of performance versus Plan and historical trends, and proactively identifying risks and opportunities.
• Develops and enhances driver-based forecasting models to improve the accuracy and predictability of financial results, with a focus on understanding Business Banking performance drivers and reducing reliance on qualitative overlays.
• Leads month-end close reporting activities, including variance analysis, performance commentary, and forward-looking insights to support strategic decision-making.
• Maintains a deep understanding of Business Banking financial performance, including key P&L and balance sheet drivers, and translates complex business activity into actionable financial insights.
• Utilizes analytics to identify trends, profitability opportunities, and relationships across various client segments, products, and business initiatives.
• Owns and enhances key financial reporting deliverables, including Business Unit Reviews (BURs), scorecards, executive reporting packages, travel reporting, bluebooks, and business case analyses.
• Presents financial results, forecasts, risks, opportunities, and business driver trends to senior leadership on a monthly and quarterly basis.
• Takes ownership of critical financial management processes and delivers results with limited direction in a fast-paced, dynamic environment.
• Serves as a strategic finance partner to the Business Banking Senior Leadership team, providing transparency into financial performance, business drivers, and strategic opportunities.
• Supports a growing finance organization by contributing to the development of scalable processes, reporting infrastructure, and best practices.
• Acts as a champion for continuous improvement by challenging existing processes, recommending enhancements, and leading initiatives that increase organizational effectiveness.

Requirements

• Bachelor’s degree in Finance, Economics, Accounting, or a related field.
• 3+ years of experience in financial analysis, FP&A, corporate finance, or a related finance function, ideally supporting a business line within a financial institution.
• Strong understanding of financial statements, including P&L and balance sheet management, with the ability to connect financial results to underlying business drivers.
• Demonstrated experience running forecasts, managing financial reporting processes, supporting month-end close activities, and owning core finance deliverables.
• Experience creating and presenting financial analyses to leadership audiences, with strong presentation and executive communication skills.
• Proven examples of driving continuous improvement, reporting enhancements, process optimization, automation initiatives, or operational efficiencies.
• Strong technical aptitude with experience working in data-intensive environments and financial reporting systems.
• Highly organized self-starter capable of operating independently while managing multiple priorities and deadlines.
• Excellent analytical, problem-solving, and critical-thinking skills with the ability to synthesize complex information into actionable insights.
• Collaborative team player with strong relationship-building skills and the ability to influence stakeholders across multiple functions.
• Advanced proficiency in Microsoft Office Suite (Excel, PowerPoint, Copilot).
• Experience with financial planning and reporting systems such as Workday Financials, Adaptive Planning, Essbase, TM1, or Cognos.
• Experience with Tableau or similar data visualization tools preferred.

Qualifications

• Advanced proficiency in Microsoft Office Suite (Excel, PowerPoint, Copilot).
• Experience with financial planning and reporting systems such as Workday Financials, Adaptive Planning, Essbase, TM1, or Cognos.
• Experience with Tableau or similar data visualization tools preferred.

Skills

• Strong financial acumen.
• Executive presence.
• Technical capability.
• Continuous improvement mindset.
• Strong communication and presentation skills.

Benefits

This position is eligible to earn a base salary in the range of $63,000.00 - $96,000.00 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.

Pay

This position is eligible to earn a base salary in the range of $63,000.00 - $96,000.00 annually.

Schedule

Flexible work arrangements may be available based on role requirements and company policy.