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Jobs · Analyst · South Carolina

Senior Financial Analyst - Data & Analytics

Purpose Financial · Greenville, SC · 4 wk ago
On-siteAnalystFull-time

Position Summary

This position reports to Director of Finance and is responsible for supporting financial forecasting and planning for Purpose Financial and its family of brands. We work in a demanding environment; the ability to handle multiple projects and meet deadlines is required. The successful candidate will be initiative-taking and thrive in a team-focused, highly communicative environment. This position will support our business partners across the organization by identifying data-analytics based recommendations to drive bottom-line profitability and collaboration with peer analysts to drive improvement of KPI-based financial models. Collaboration with Credit Risk, Analytics, BI, & ETL/Teams is expected to drive enterprise-wide progress. Additional responsibilities are likely to include ownership of components of the Annual Plan, Reforecast, & Long-Term Planning processes as well as cash flow forecasting.

Job Responsibilities

  • Lead development of FP&A datasets as well as distribution and communication performance tracking and KPI dashboards supporting business improvement and financial forecast processes
  • Utilize AI-driven forecasting tools to improve the speed and precision of financial projections
  • Responsible for building, maintaining, and enhancing financial forecast models within OneStream, ensuring accuracy, scalability, and alignment with enterprise planning standards across Purpose Financial's family of brands
  • Partner with Data Science and Data Engineering teams to integrate machine learning outputs into financial models and planning workflows
  • Identify opportunities to automate manual financial processes through AI and intelligent automation solutions
  • Monitor and validate AI-generated financial insights to ensure accuracy, auditability, and alignment with business objectives
  • Ad-hoc requests, what-if analyses, and other duties as assigned.

Job Responsibilities Cont.

The following additional responsibilities may be included:

  • Provide coaching/mentorship to junior teammates as well as provide functional training on data analysis to all teammates
  • Communicate effectively with Operational and Senior Management including, but not limited to, presentation development, leading meetings, as well as other verbal/written interactions

Education Required

  • Minimum BS Degree in Finance, Economics, Mathematics, Computer Science, or other relevant degree
  • Relevant master’s degrees and MBA preferred

Experience Required

  • 6+ years of related experience
  • Strong initiative in a team-focused environment

Knowledge Required

  • Excellent written and verbal communications skills
  • Adaptability and flexibility to changing environment
  • Comfortable working in a dynamic, high volume, fast-paced environment
  • Understanding and ensuring compliance with policies, procedures, and laws governing our industry/business and products
  • Knowledge of data querying, cleaning, & development as well as dashboarding and use of Tableau (or similar tool) for analytics, reporting, & communication
  • Ability to develop and foster mutually beneficial business relationships with a customer-service focus
  • Advanced critical thinking, problem solving, and sound judgment to escalate issues to manager
  • Proficient use of OneStream for financial planning, forecasting, and reporting
  • Prior experience building or maintaining OneStream models and workflows is considered a significant advantage

AI-Related Competencies

  • Familiarity with AI-assisted analytics tools to accelerate financial analysis, summarize data trends, and generate narrative reporting
  • Ability to leverage AI/ML model outputs within financial models — interpreting predictions, confidence intervals, and anomaly detection results to inform planning decisions
  • Experience using AI to streamline and automate recurring processes such as variance analysis, data reconciliation, report generation, and KPI tracking
  • Proficiency in prompt engineering; the ability to craft effective queries and instructions to extract accurate, relevant insights from AI tools in a finance context

Physical Requirements

  • Sitting for long periods of time
  • Standing occasionally
  • Walking
  • Bending
  • Squatting
  • Kneeling
  • Pushing/pulling
  • Reaching
  • Twisting
  • Frequent lifting of less than 10 lbs.
  • Occasional lifting of up to 20 lbs.
  • Driving and having access during the workday to an insured and reliable transportation
  • Typing
  • Data entry
  • Grasping
  • Transferring items between hands and/or to another person or receptacle
  • Use of office equipment to include computers

Competencies

  • Travel: Less than 10%
  • Attire: Business Casual
  • Other: Must be eligible to work in the USA and able to pass a background check.

Requisition ID

46235

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