Bread · 4 hours ago
Financial Strategy Analyst
Bread Financial is a tech-forward financial services company that provides 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.
Consumer LendingFinancial ServicesFinTech
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
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 (including basic and optional life insurance, supplemental medical plans, and short and long-term disability)
Six weeks of 100% paid parental leave for eligible parents is available after a 180-day waiting period.
Hired associates can immediately enroll in Bread Financial’s 401(k) plan.
All associates receive 11 paid holidays.
Associates have discretion in managing their time away from work through the Flexible Time Off (FTO) program
Associates (except those located in Illinois) receive 80 hours of Paid Sick and Safe Time (“PSST”) upon hire
Illinois associates receive 40 hours of Illinois PSST upon hire and at the beginning of each subsequent calendar year and 40 hours of Illinois Paid Leave upon hire
Hired associates will be able to elect the purchase company stock during offering periods in June and December.
You will be eligible for an annual incentive bonus based on individual and company performance.
Company
Bread
Bread partners with retailers to offer pay-over-time solutions that make financing easier and more transparent.
Funding
Current Stage
Growth StageTotal Funding
$200.3MKey Investors
KinnevikMenlo VenturesBessemer Venture Partners
2020-10-29Acquired
2018-09-18Series Unknown· $60M
2017-08-02Series B· $126M
Recent News
2025-10-02
2025-03-16
Company data provided by crunchbase