Lead Finance Analyst

Posted 25 Days Ago
Be an Early Applicant
2 Locations
In-Office
63K-96K Annually
Mid level
Fintech
The Role
The role involves strategic financial management, forecasting, support for financial performance, and partnering with senior leadership to drive insights into financial results and risks for the Institutional Bank Line of Business.
Summary Generated by Built In

Location:

4900 Tiedeman Road, Brooklyn Ohio

ABOUT THE ROLE

This position is a strategic corporate finance role, supporting KeyCorp’s overall financial performance, with responsibility to help drive the financial performance of the Institutional Bank Line of Business (LOB), specifically KeyBanc Capital Markets' (KBCM) Sales & Trading businesses. This role provides critical financial management, forecasting, and strategic analysis support for the Finance team to craft the financial performance narrative of the business and how it contributes to KeyCorp’s financial results and strategy. Strong partnering skills and effective communication are essential, as this individual will work closely with senior leaders across the Line of Business, Finance, and other relevant stakeholders. The ideal candidate must be comfortable working in a fast-paced and dynamic environment with the ability to provide solutions and analysis with limited direction.

ESSENTIAL JOB FUNCTIONS

Financial Management & Analytical Excellence

  • Develops or enhances existing driver based forecast models to predict financial performance under different scenarios and reduces limitations related to qualitative overlays
  • Supports the monthly forecast process with Line of Business partners, maintaining oversight of performance versus Plan and actuals, with the ability to quickly identify risks and opportunities to the forecast
  • Understands macroeconomic factors that impacts the business and connect the trends to the financials and the performance of the business
  • Utilizes analytics to create linkages across different client or product sets to provide insight into profitability and behavior across each cohort
  • Creates reporting to track progress relative to strategic initiatives
  • Provides perspective on external benchmarks to business performance and strategic positioning

Partner Management & Strategic Support

  • Serves as a strategic finance partner to the Institutional Bank Senior Leadership team
  • Partners with the Line of Business and Finance teams to provide insight and transparency into performance relative to strategic priorities and key performance metrics
  • Presents to senior leadership on a monthly or quarterly basis with a focus on translating business driver trends to forward looking financial risks and opportunities
  • Proactively reviews financials/client activity and works closely with Line of Business partners to elevate critical topics for monthly business reviews

Business Operations & Optimization

  • Provides support around month-end close including variance analysis and impact to future performance
  • Proactively seeks out opportunities to eliminate inefficient or redundant activities and reporting
  • Continuously identifies areas where manual processes can be transformed to automated or self-service activities
  • Supports Finance initiatives as needed

REQUIRED QUALIFICATIONS

  • Bachelor's degree in Finance, Economics, Accounting, or a related field
  • 3+ years of experience in financial analysis, FP&A, or a related finance function; knowledge of capital markets, investment banking, or a broker-dealer environment considered a plus
  • Strong understanding of bank financial statements with interest in Key’s Institutional Bank products and capabilities
  • Organized self-starter with the ability to think and work independently
  • Detail oriented with strong analytical and problem-solving skills; demonstrates the ability to anticipate questions, synthesize complex data into actionable insights and resolve issues with limited direction
  • Excellent written and interpersonal communication skills; comfortable building relationships with multiple teams and individuals with varying levels of expertise
  • Proven team player, willing to assist others as needed to ensure that group deadlines are met and quality standards achieved
  • Advanced proficiency in Microsoft Office Suite (Excel, PowerPoint, Co-Pilot)
  • Experience working with financial system reporting environments (i.e., Workday Financials, Adaptive Planning, Essbase, IBM TM1 or Cognos, etc.)
  • Experience with tools such as Tableau preferred

COMPENSATION AND BENEFITS

This position is eligible to earn a base salary in the range of $63,000.00 - $96,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.

Please click here for a list of benefits for which this position is eligible.

Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.

Job Posting Expiration Date: 06/16/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing [email protected].



#LI-Hybrid

Skills Required

  • Bachelor's degree in Finance, Economics, Accounting, or a related field
  • 3+ years of experience in financial analysis, FP&A, or a related finance function
  • Knowledge of capital markets, investment banking, or a broker-dealer environment
  • Strong understanding of bank financial statements
  • Advanced proficiency in Microsoft Office Suite
  • Experience working with financial system reporting environments
  • Experience with tools such as Tableau

KeyBank Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about KeyBank and has not been reviewed or approved by KeyBank.

  • Retirement Support A dollar-for-dollar 401(k) match up to 7% of eligible pay is positioned as a standout element of the total rewards package. Additional financial programs like discounted stock purchase and banking discounts further strengthen perceived long-term value.
  • Leave & Time Off Breadth A pooled PTO bank with amounts that scale by level and tenure is described as a meaningful benefit and a retention lever. Paid parental leave is also included, adding to the breadth of time-off support.
  • Wellbeing & Lifestyle Benefits Wellness incentives tied to HSA contributions and company-sponsored health and wellbeing programs add tangible non-cash value. A Lifestyle Spending Account and counseling resources expand support beyond traditional medical coverage.

KeyBank Insights

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The Company
Cleveland, OH
16,053 Employees
Year Founded: 1949

What We Do

At KeyBank we’ve made a promise to our clients that they will always have a champion in us. To deliver on our promise, we’re committed to building a team of engaged employees who do the right thing for our clients and shareholders, and help them achieve financial wellness each and every day.

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