Assist Managers and other team members with the following projects:

NetSuite Utilization

1. Load budget and Forecast into NetSuite - Build Load Files and Tie-out Loads to Intended Results
2. NetSuite Scenario Management - design and update processes
3. Automate Financial Reporting Models with NetSuite

1. Month-end Close Package
2. Forecast Models

• Budget Models

1. 5 Year Forecast Models

1. Building out statistical uploads for NetSuite, as well various KPI and Financial Metrics reports in NetSuite.




1. Enhance the Competitor Analysis
2. Forecast Processes




1. Converting vintage models to run on originations vs. outstanding balances

Education and Experience:

• Junior/Senior year undergraduate majoring in finance, Accounting or any related field is required
• Pursuing a master's degree is preferred
• Experience in Financial Services and Technology (FinTech) industry is preferred, but not required.
• Experience in Financial Planning & Analysis is preferred.
• Proficient in Microsoft Office suite (Power Point and Word) and intermediate to advanced Excel required (VLOOKUP's, sumifs, pivot tables, workbook linking, etc.).
• SQL or SAS (Statistical Analytical Software) skills, with ability to conduct extensive data research and manipulation of large datasets a plus.
• Must have strong problem-solving and organization skills with strong attention to detail and the ability to manage multiple projects.
• Excellent written and verbal communication skills.
• Team player who will work efficiently and effectively in a fast-paced environment.