Associate Financial Strategy Analyst

Bread Financial

. Analyze and forecast financial performance metrics using SQL, Essbase, MicroStrategy, and other relevant sources .

Posted 9/29/2026full-timeUnited StatesJuniorMid-Level💰 $56,300 - $90,100 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial reporting, analysis, and forecasting, utilizing SQL and MicroStrategy to drive insights and support strategic objectives. Proficient in portfolio analysis and competitor analysis within the financial services sector, particularly in credit-related products.

Highest-signal resume keywords

Financial ReportingSQLMicroStrategyPortfolio AnalysisFinancial Forecasting

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial ReportingFinancial AnalysisPortfolio AnalysisFinancial ForecastingAd Hoc ReportingData AnalyticsStructured Query Language (SQL)Profit ManagementPivot TablesCredit-Related Products

Tools & Technologies

MicroStrategySQL

Certifications & Qualifications

High School DiplomaGEDBachelor’s Degree in AccountingBachelor’s Degree in Finance

Industry Keywords

Financial ServicesCredit Card IndustryProfit and Loss ResponsibilityCompetitive ResearchClient Performance Reports

Tech Stack

Tools & technologies

PythonSQL

About the role

Key responsibilities & impact

Analyze and forecast financial performance metrics using SQL, Essbase, MicroStrategy, and other relevant sources
Evaluate client performance against expectations and provide insights through detailed reports and presentations
Identify process improvement and profitability enhancement opportunities based on portfolio trends and competitive research
Participate in client discussions to define objectives and success metrics
Develop client performance reports
Develop and maintain client deal structure summaries and portfolio performance analyses
Provide timely and accurate financial reporting to the team and internal partners
Conduct ad hoc financial analyses
Support interdepartmental collaboration on projects
Contribute to the Financial Strategy Team’s strategic objectives

Requirements

What you’ll need

High School Diploma or GED
0–1 years of experience in Financial Services, focused on credit-related products and services
1–2 years of experience in Financial Services, focused on credit-related products and services
Bachelor’s Degree in Accounting, Finance, or related field, or equivalent relevant work experience preferred
2+ years of experience in Financial Services, focused on credit-related products and services preferred
Familiarity with SQL or Python
Experience in the credit card industry preferred
Financial reporting and analysis
Portfolio analysis
Competitor analysis
Financial forecasting
Ad hoc reporting
Data analytics
MicroStrategy
Structured Query Language (SQL)
Profit management
Pivot tables
Profit and loss responsibility
Ability to travel up to 5% annually
Must be work authorized in the United States on a full-time basis without current or future sponsorship
F-1 student visa holders are not eligible

Benefits

Comp & perks

Medical, prescription drug, dental, vision, and other voluntary benefits
Basic and optional life insurance
Supplemental medical plans
Short- and long-term disability coverage
Six weeks of 100% paid parental leave after a 180-day waiting period
401(k) plan with immediate enrollment
11 paid holidays
Flexible Time Off (FTO) program
Paid Sick and Safe Time (PSST)
Illinois Paid Leave for Illinois associates
Ability to purchase company stock during June and December offering periods
Annual incentive bonus based on individual and company performance
Career development opportunities
Wellness support
Travel up to 5% annually