Bread Financial · 1 day ago
Financial Strategy Analyst
Columbus, OH
Full-time
Hybrid
New Grad, Entry Level
$64K/yr - $125K/yr
0+ years expBread Financial is a tech-forward financial services company that provides simple, personalized payment, lending, and saving solutions. The Financial Strategy Analyst plays a critical role in providing analytical insights and forecasts to drive profitable business decisions related to credit card portfolios, including conducting financial analyses and supporting strategic initiatives.
BankingCredit CardsFinancial ServicesPersonal Finance
No H1B
Responsibilities
Analyze and forecast financial performance metrics using data from SQL, Essbase, MicroStrategy, and other relevant sources. Evaluate client performance against expectations and provide insights through detailed reports and presentations. - (35%)
Identify and evaluate opportunities for process improvement and profitability enhancement based on portfolio trends and competitive research. Participate in client discussions to define objectives and success metrics and develop client performance reports. - (30%)
Develop and maintain key financial reports, including client deal structure summaries and portfolio performance analyses. Provide timely and accurate financial reporting to the team and internal partners, ensuring data integrity and clarity. - (25%)
Conduct ad-hoc financial analyses and support interdepartmental collaboration on various projects, contributing to the team's strategic objectives. - (10%)
Qualification
Required
High School Diploma or GED
0-1 years experience in Financial Services, with a focus on credit-related products and services
Financial Reporting and Analysis
Portfolio Analysis
Competitor Analysis
Financial Forecasting
Ad Hoc Reporting
Data Analytics
MicroStrategy
Hyperion Essbase
Structured Query Language (SQL)
Profit Management
Pivot Tables
Profit and Loss Responsibility
Preferred
Bachelor's Degree in Accounting, Finance, or related field of study or equivalent, relevant work experience
3+ years experience in Financial Services, with a focus on credit-related products and services
Benefits
Medical
Prescription drug
Dental
Vision
Basic and optional life insurance
Supplemental medical plans
Short and long-term disability
401(k)
11 paid holidays
Flexible Time Off (FTO)
Paid Sick and Safe Time (“PSST”)
Company stock purchase
Annual incentive bonus
Company
Bread Financial
Bread Financial is a financial services company.
5001-10000 employees
Funding
Current Stage
Public CompanyTotal Funding
$2.17B2025-11-20Post Ipo Equity· $72.64M
2025-10-28Post Ipo Debt· $500M
2025-03-05Post Ipo Debt· $400M
Leadership Team
R
Roy Slagle
Senior Director of Software Engineering
Recent News
2026-01-13
2026-01-13
Investor's Business Daily
2026-01-13
Company data provided by crunchbase