Sr. Financial Portfolio Analyst

Address : , , South Carolina, United States -Purpose Financial, Inc. is an innovative consumer financial services company that offers a diverse suite of credit products, promoting financial inclusion and meeting consumers wherever they are. Through its brands, the company is committed to helping customers achieve their version of financial stability in the moment and in the future. Since 1997, Purpose Financial has been a pioneer in the consumer credit and financial services market offering money solutions in over 1,200 storefronts locations and online lending. Providing services in over 27 states, Purpose Financial employs over 3,700 team members.At Purpose Financial we are always on the lookout for motivated individuals who share in our values of mutual respect to join our team of outstanding professionals.We offer:Competitive WagesLife/Health Benefits401(k) Savings PlanEducational AssistancePaid Vacation/HolidaysEmployee DiscountsWork-life BalanceBusiness Casual EnvironmentPaid Volunteer time offRewards and Recognition ProgramEAPTo learn more about Purpose Financial visit Purpose Financial WebsitePosition SummaryThe Financial Planning & Analysis team is responsible for all 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.Job ResponsibilityAs a senior member of the team this individual is expected to provide coaching/mentorship to junior teammates as well as provide functional training on data analysis to all teammates. This individual will also be relied upon to communicate effectively with Operational and Senior Management including, but not limited to, presentation development, leading meetings, as well as other verbal/written interactions.Lead development of FP&A datasets as well as distribution and communication performance tracking and KPI dashboards supporting business improvement and financial forecast processesBe an active partner to other analytics professionals at Purpose to diagnose the unique dynamics of serving sub-prime consumersJob Responsibilities Cont.Facilitate communication between key business partners and the FP&A team thru consistent business partnership with a focus on improving knowledge and data used for planning & forecastingAd-hoc requests, what-if analyses, and other duties as assignedDevelopment of 'next-level'' skills including project management, business planning, coaching, and team leadershipEmbody Purpose Financial''s DEI Statement: At Purpose Financial, our people are our greatest asset. We are inclusive and encourage different points of view. We all belong here. We respect our colleagues, we value our customers, and we support our communities. It is our commitment to diversity that drives our ability to deliver proven financial solutions in innovative and creative ways.Education RequiredMinimum BS Degree in Finance, Economics, Mathematics, Computer Science, or other relevant degree. Relevant master''s degrees and MBA preferred.Experience Required5+ years of related experience strong initiative in a team-focused environment. Applicants with the less experience but the right attitude and knowledge base will be considered as a junior analyst.Knowledge RequiredExcellent written and verbal communications skills; adaptability and flexibility to changing environment; and comfortable working in a dynamic, high volume, fast-paced environment. Ability to understand and ensure compliance with policies, procedures, and laws governing our industry/business and products.Must have and will frequently employ 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.The following Desired Skills are also used in this position but are not required (can be taught):o Accounting Systemso Strong Excel Skillso Financial Systems (Our team routinely uses Excel, Tableau, Snowflake/SAS/SQL, & SAP/SAC.)Physical RequirementsSitting 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; ability to travel to, be physically present at, and complete the physical requirements of the position at any assigned petenciesCustomer AdvocacyData Gathering and AnalysisInclusivenessIntegrity/ComplianceInterpersonal SkillsResilienceResults/AccountabilityTravelLess than 10%; travel expenses between Corporate Office and chosen hybrid workspace will not be reimbursedAttireBusiness CasualOtherMust be eligible to work in the USA and able to pass a background check.Hybrid work arrangements are at the discretion of the employee''s direct manager and department head; new hires and internal transfers may be subject to a probationary period. Decisions on which positions/individuals are eligible for hybrid work are based on business needs and individual need/performance. It cannot be assumed that that a hybrid arrangement is appropriate for all people and positions.All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or disability.Requisition ID: 38221

Created: 2025-11-15