Senior Financial Analyst - budgeting and forecasting (Philadelphia, PA)

Summit Drift Banking Services is looking for a Senior Financial Analyst. The job centres on budgeting and forecasting for account openings, and it would suit someone who likes steady, practical work. We promote from within and train well. What you will do • Build and update budgets and rolling forecasts with department leads. • Explain monthly variances in plain language for managers. • Prepare board and lender packs with clear charts. • Automate recurring reports so they take hours, not days. • Support pricing and investment decisions with careful analysis. What we are looking for • Advanced Excel skills; SQL or BI experience helps. • Two to five years in financial analysis or a similar role. • Comfort presenting numbers to people who are not finance specialists. Nice to have • Experience with branch operations. • A relevant degree or certification. Working arrangement • Part-time, about 20 hours a week, spread across three days. • On site in Philadelphia. • We reply to every applicant.