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Financial Planning Analyst

Nativ Ishi·Israel·heAgent
Not specifiedFull-timeFinancial AnalyticsBankingFinancial Services

A leading financial institution is seeking a Financial Planning Analyst to perform analytical, business, and economic analysis of strategic business areas and products. The role supports planning, strategy development, and executive decision-making through advanced data analysis.

Responsibilities

  • Analyze business areas, customer segments, products, and other strategic domains from analytical, business, and economic perspectives.
  • Work with data repositories and advanced analytical tools.
  • Develop reports and dashboards.
  • Monitor developments within the bank and the broader banking system.
  • Prepare analyses and presentations for senior management and the board of directors.
  • Participate in planning processes and the development of banking strategy.

Requirements

  • Bachelor's degree in economics.
  • Three to five years of relevant experience in analytics and drawing conclusions from data.
  • Experience working with data and analytical solutions.
  • Mandatory proficiency with SQL and SAS or equivalent advanced query and research tools.
  • Advanced analytical thinking and strong business understanding based on data analysis.
  • Strong written and verbal communication skills.
  • Proficiency with Microsoft Office software.
  • Ability to organize work accurately, manage details, and collaborate across multiple functions.

Nice to have

  • Experience with data warehouse architectures.
  • Knowledge of financial statements.
  • A master's degree in economics or business administration.

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Financial Planning Analyst for Banking Strategy and Analytics | CVZilla