Senior Financial Analyst - board reporting (Philadelphia, PA)
Summit Drift Banking Services · Philadelphia, PA · part time
Summit Drift Banking Services is looking for a Senior Financial Analyst. The job centres on board reporting for account openings, and it would suit someone who likes steady, practical work.
We promote from within and train well.
What you will do
• Model the cost of account openings and recommend where to save.
• Build and update budgets and rolling forecasts with department leads.
• Automate recurring reports so they take hours, not days.
• Support pricing and investment decisions with careful analysis.
• Prepare board and lender packs with clear charts.
What we are looking for
• Comfort presenting numbers to people who are not finance specialists.
• Advanced Excel skills; SQL or BI experience helps.
• Two to five years in financial analysis or a similar role.
Nice to have
• Experience with deposit accounts.
• A relevant degree or certification.
Working arrangement
• Part-time, about 28 hours a week, with flexible days.
• On site in Philadelphia.
• We reply to every applicant.
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