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← Pathward, N.A.

Balance Sheet Strategy Analyst

Pathward, N.A.
Location
Remote
Posted
17 days ago
Department
671-Treasury
Salary
$86,000 – $145,000
What they actually want (must-haves)
  • Bachelor's degree in finance, accounting, economics, business or data analytics, information systems, mathematics, or a related field
  • Two to five years of experience in banking, commercial lending, treasury, capital markets, portfolio analytics, FP&A, or transaction advisory
  • Strong financial modeling skills, including valuation, cash flow analysis, forecasting, and scenario analysis; advanced Excel proficiency required
  • Experience developing Power BI data models and dashboards and working with large loan-level or financial datasets; working knowledge of SQL preferred
  • Ability to independently structure complex analytical problems and communicate clear recommendations to technical and nontechnical stakeholders
Nice to have
  • Experience with Matillion, Alteryx, Azure Data Factory, dbt, Informatica, or another data-integration platform preferred
  • SharePoint experience is beneficial
  • Loan-sale, syndication, securitization, commercial loan pricing, or balance sheet management experience preferred
  • Advanced analytics
  • Data architecture
What the job really is

The Balance Sheet Strategy Analyst at Pathward is responsible for designing and maintaining financial models, data workflows, and dashboards to support the bank's loan sale and balance sheet optimization strategies. The role involves analyzing loan sales, pricing, and portfolio impacts, while developing actionable recommendations using tools like Excel, Power BI, and SQL. This position focuses on analytics and solution development rather than process management.

Benefits
  • Salary range: $86,000 – $145,000
  • Annual performance-based incentive opportunity
  • Comprehensive benefits package including health insurance, 401(k) retirement benefits, life insurance, disability benefits, paid time off, and more
Things to weigh
  • No specific mention of remote work flexibility beyond being a hybrid company
  • Salary range reflects a wide gap; individual pay determined by multiple factors
  • Responsibilities may change at any time, indicating a potentially dynamic role
Job score3.8/5
Benefits2/5
Freshness4/5
Career value4/5
Role clarity4/5
Pay transparency5/5

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