Analyst ensuring data quality and reporting consistency in the bank’s financial operations. Responsible for data analysis and visualization supporting management decisions.
About the role
- Lead Analyst responsible for communications between Belk management and its stakeholders. Focused on providing financial information, handling inquiries, and competitor analytics.
Responsibilities
- Focuses on Belk's financial community by supporting the release of financial information, handling inquiries and meetings, and providing feedback and competitor analytics to management.
- Responsible for managing communications between Belk's corporate management and its shareholders, lenders, and vendors.
- Develops communications, presentations, and supporting content for quarterly earnings events (i.e. Shareholder, Lender, and Vendor Presentations).
- Organizes, facilitates, and leads internal process for successful earnings meetings, calls, and presentations.
- Stays up to date on industry news and trends, competitor performance, and other market news.
- Analyzes, summarizes, and distributes quarterly competitor earnings and relevant press releases to management.
- Develops, maintains, and modifies financial models and makes recommendations with limited direction from management.
- Conducts ad hoc business due diligence, financial analysis/modeling, industry research, and prepares Management Presentations.
Requirements
- Bachelor's degree and/or equivalent years of experience
- 3+ years of experience engaging specifically with investors, shareholders, lenders, vendors, etc.
- 3+ years of experience working cross-functionally with finance, accounting, acquisitions, and capital markets teams.
- 3+ years of experience and understanding of the investment industry
- 3+ years of experience advising and communicating with senior leadership, and/or institutional clients/investors.
- Ability to create prepared remarks and presentations for leadership to communicate earnings, strategy, and performance.
- Ability to handle direct inquiries from shareholders, banks, vendors, etc. and resolve issues.
- Proven ability to develop a sense of credibility within the investor community and the organization's management team.
- Excellent verbal and written communication skills and the ability to explain complex topics in a clear, simple, and concise manner.
- Exceptional attention to details combined with strong organizational skills, follow-through, and discretion
- Strong analytical and problem-solving skills with experience in financial modeling.
- Ability to thrive in a fast-paced, dynamic environment, and manage multiple priorities while meeting tight deadlines.
- Demonstrated strategic thinking and ability to translate insights into actionable plans.
- Self-motivated with a positive and professional approach to management.
- Strong proficiency in Microsoft Word, Excel, and Powerpoint.
Benefits
- Access to all the tools and resources necessary to be effective in your job
- Opportunities to meet with senior leadership
- Positive and inclusive environment
- Professional development opportunities
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