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 personalized payment, lending, and saving solutions. The Financial Strategy Analyst plays a crucial role in delivering analytical insights and forecasts to support profitable business decisions related to credit card portfolios, while also conducting financial analyses and supporting strategic initiatives.
BankingCredit CardsFinancial ServicesPersonal Finance
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
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
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
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
Conduct ad-hoc financial analyses and support interdepartmental collaboration on various projects, contributing to the team's strategic objectives
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, and other voluntary benefits
Six weeks of 100% paid parental leave for eligible parents
Immediately enroll in Bread Financial’s 401(k) plan
11 paid holidays
Flexible Time Off (FTO) program
80 hours of Paid Sick and Safe Time (“PSST”) upon hire
40 hours of Illinois PSST upon hire
40 hours of Illinois Paid Leave upon hire
Purchase company stock during offering periods
Annual incentive bonus based on individual and company performance
Company
Bread Financial
Bread Financial is a financial services company.
5001-10000 employees
H1B Sponsorship
Bread Financial has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (12)
2024 (13)
2023 (18)
2022 (5)
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