Lewis James Professional
Lewis James Professional is a woman-owned staff augmentation, project consulting and direct hire search and placement firm. We are currently seeking a Strategic Finance Manager direct hire opportunity with a financial services client.
Overview
Responsibilities: Serve as a Strategic Finance Partner to Consumer and Commercial business leaders, providing insights that influence strategy, operations, and long-term performance. Prepare and maintain monthly and quarterly reporting, dashboards, and variance analysis highlighting revenue, expenses, profitability, and balance sheet performance. Lead quarterly business reviews and performance discussions, presenting KPIs, trends, and actionable recommendations to senior leadership. Support annual budgeting and forecasting, establishing assumptions, setting targets, and aligning financial plans with organizational goals. Perform ad hoc financial analysis, including cost-benefit evaluations, expense deep dives, and budgeting for new initiatives. Collaborate with finance and business teams to define meaningful KPIs and integrate data into business intelligence tools for enhanced reporting. Monitor internal performance and benchmark against external industry data to identify opportunities and risks. Manage, coach, and develop a small team of analysts to deliver high-quality analysis and insights. Partner with cross-functional teams on strategic initiatives to enhance product performance, efficiency, and profitability. Translate financial insights into clear business recommendations, helping leaders make informed, data-driven decisions. Qualifications
Bachelor’s degree in Finance, Accounting, Economics, or related field. 8+ years of financial analysis experience, preferably within consumer or commercial banking, wealth management, auto lending, or middle-market lending. Strong understanding of banking products, retail balance sheets, and business line performance drivers. Advanced analytical and problem-solving skills, with the ability to interpret complex data and deliver actionable insights. Proficiency in Excel and PowerPoint; familiarity with Hyperion Essbase, SQL, Power BI, Tableau, or Alteryx preferred. Effective presentation and communication skills, with experience engaging senior leadership. Ability to manage multiple projects in a fast-paced environment, balancing recurring reporting with ad hoc requests. Leadership experience with proven ability to mentor and develop junior analysts. How to apply
For immediate consideration, please click “Apply” and use Job Code BHJOB11837_ 4299 . You may also send a copy of your resume to: resumes@lewisjamesprofessional.com and enter only the following job code in the subject line: BHJOB11837_ 4299 . Lewis James Professional is an Equal Opportunity Employer. M/F/D/V Employment details
Seniority level: Mid-Senior level Employment type: Full-time Job function: Finance Industries: Banking Location: Memphis, TN Note: This description reflects the Strategic Finance Manager role and does not include unrelated job postings or dates. We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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Responsibilities: Serve as a Strategic Finance Partner to Consumer and Commercial business leaders, providing insights that influence strategy, operations, and long-term performance. Prepare and maintain monthly and quarterly reporting, dashboards, and variance analysis highlighting revenue, expenses, profitability, and balance sheet performance. Lead quarterly business reviews and performance discussions, presenting KPIs, trends, and actionable recommendations to senior leadership. Support annual budgeting and forecasting, establishing assumptions, setting targets, and aligning financial plans with organizational goals. Perform ad hoc financial analysis, including cost-benefit evaluations, expense deep dives, and budgeting for new initiatives. Collaborate with finance and business teams to define meaningful KPIs and integrate data into business intelligence tools for enhanced reporting. Monitor internal performance and benchmark against external industry data to identify opportunities and risks. Manage, coach, and develop a small team of analysts to deliver high-quality analysis and insights. Partner with cross-functional teams on strategic initiatives to enhance product performance, efficiency, and profitability. Translate financial insights into clear business recommendations, helping leaders make informed, data-driven decisions. Qualifications
Bachelor’s degree in Finance, Accounting, Economics, or related field. 8+ years of financial analysis experience, preferably within consumer or commercial banking, wealth management, auto lending, or middle-market lending. Strong understanding of banking products, retail balance sheets, and business line performance drivers. Advanced analytical and problem-solving skills, with the ability to interpret complex data and deliver actionable insights. Proficiency in Excel and PowerPoint; familiarity with Hyperion Essbase, SQL, Power BI, Tableau, or Alteryx preferred. Effective presentation and communication skills, with experience engaging senior leadership. Ability to manage multiple projects in a fast-paced environment, balancing recurring reporting with ad hoc requests. Leadership experience with proven ability to mentor and develop junior analysts. How to apply
For immediate consideration, please click “Apply” and use Job Code BHJOB11837_ 4299 . You may also send a copy of your resume to: resumes@lewisjamesprofessional.com and enter only the following job code in the subject line: BHJOB11837_ 4299 . Lewis James Professional is an Equal Opportunity Employer. M/F/D/V Employment details
Seniority level: Mid-Senior level Employment type: Full-time Job function: Finance Industries: Banking Location: Memphis, TN Note: This description reflects the Strategic Finance Manager role and does not include unrelated job postings or dates. We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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