Lead Finance Analyst

KeyBank • Cleveland, OH • 11h ago

Location:

127 Public Square, Cleveland Ohio

This position will provide forecasting and reporting support to executive leadership to help make informed decisions. The individual will report to the Director, Brokerage Accounting, and will be responsible for designing, developing and producing financial reporting and analysis to serve our business clients and assist in cross functional activities. Primary responsibilities include:

Providing accurate and insightful financial reporting.

Performing financial analysis to identify areas for financial performance improvement. Effectively communicate results, insights, and recommendations to the Finance leadership team.

Conducting ad-hoc financial performance analysis to assist in understanding forecast results and trends.

Essential Job Functions

Generate daily scorecards and dashboards for securities, derivatives and FX sales and trading functions and associated inventory.

Monitor, calculate and report on liquidity and net capital for the broker-dealers within KeyCorp on a daily basis in accordance with the SEC and FINRA Rules and guidance.

Generate regulatory reports for broker-dealers to be filed with the SEC and generate supporting schedules to be incorporated into regulatory reports filed with the Federal Reserve.

Work closely with Procurement to ensure supplier management is coordinated between the suppliers, the line of business users, Accounts Payable and KBCM Finance. Ensure costs of services are appropriately allocated across lines of business.

Provide proactive ideas, advice, and financial modeling for strategic plans, forecasts, performance management, and product profitability.

Leverage ad-hoc financial performance analysis to assist business partners in strategic decision making & understanding drivers behind profit/loss outcomes.

Provide financial guidance and supporting financial evaluations of proposed initiatives and technology investments via the following activities: gathering assumptions, preparing financial projections, and measuring profitability.

Provide guidance and act as liaison between line of business and selected partners relative to financial performance. Partners include but are not limited to human resources, marketing, credit, technology, accounting, and other LOB segments.

Partner with team members, business line leadership, product teams, and finance peers & management in Treasury and Accounting on daily, monthly, and quarterly tasks

Provide accurate and insightful financial reporting, including but not limited to volumes, balance sheet & income statement drivers.

Perform periodic liquidity stress testing for the broker-dealers.

Develop understanding of applicable regulatory guidance for conformity with SEC Net Capital, books and records, and Customer Protection Rules.

Develop automation to ensure functions performed are efficient.

Required Qualifications

Bachelors Degree (Finance, Accounting, Economics or related field)

Organized self-starter with the ability to think and work independently and creatively

Strong financial and/or accounting acumen

Strong analytical, problem solving, and decision making skills

Excellent interpersonal skills with the ability to establish solid working relationships with multiple teams and individuals with varying levels of expertise

Strong verbal and written communication skills

Proficient in project management/proven ability to lead cross functional team projects

Proven team player, willing to assist others as needed to ensure that group deadlines are met and quality standards achieved

Ability to manage time and multiple tasks effectively

Detail oriented with the ability to thoroughly analyze and resolve issues with limited direction

Possess Series 27 securities licensure or be able to obtain such licensure within one year.

Preferred Skills:

Proficient in Microsoft Office Suite (Excel, Word, Outlook and PowerPoint)

Experience working with financial system reporting environments (i.e., Cognos, Workday, Tableau, etc.)

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 (https://www.key.com/about/careers/working-with-us/benefits.html) 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: 03/01/2026

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 HR_Compliance@keybank.com.

LI-Hybrid

KeyBank is an organization collectively committed to helping you unlock your potential and discover what truly drives you. Working here means sharing our purpose to help our clients, colleagues, and communities thrive. You'll find genuinely supportive teammates, a flexible, inclusive work environment, challenging projects, accessible leaders, and opportunities to grow in your position and your career. For 200 years, Key has opened doors in our communities. Let us open one for you.

KeyBank

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