• Lead Financial Analyst

    Job Locations US-NJ-Jersey City
    Posted Date 2 weeks ago(1/9/2020 4:49 PM)
    Requisition ID
    Professional Area
  • Who We Are

    More than 30 years ago, E*TRADE pioneered the online brokerage industry by executing the first-ever electronic individual investor trade. While the landscape of our industry has changed dramatically, our culture of innovation and drive to make online trading accessible to everyone continues to drive us forward. We believe in challenging the status quo, fostering an environment of curiosity and learning, and, above all, putting our customers first.

    About the Role

    The Lead Analyst, Customer Analytics FP&A is a newly created role in the E*TRADE Financial Planning & Analysis team. The role will provide FP&A support to E*TRADE’s Head of Customer Analytics and report into the finance function. This is a great opportunity to work closely with strong leadership supporting a newly centralized function, make an impact quickly, and to join a high-performing, collaborative team.

    In this role, you will work directly with the Head of Customer Analytics to manage budgeting, forecasting, and monthly close activities. In coordination with business partners and CFO function leadership, the role will develop analyses and provide strategic insights across customer analytics organization. You will be responsible for:

    • Acting as lead the FP&A business partner to the Customer Analytics organization in developing targets, assumptions and strategic goals to be incorporated in the annual budget and planning processes
    • Maintaining finance oversight of monthly close activities in partnership with the controller organization and continuing to drive best practices, accuracy, and efficiency in the processes
    • Ownership of regular updates to expense and headcount forecast – counseling leadership, highlighting risks and opportunities, and balancing business needs with financial performance
    • Reporting, forecasting, and variance analysis of customer acquisition metrics (new accounts, attrition, and growth) across the product portfolio
    • Selected project work in championing process improvement and efficiency within FP&A sub team including systems utilization, standardization, and standard reporting/dashboarding



    • BS/BA and a 3-5 years of experience in Financial Planning & Analysis or a directly related field, analytical experience is a plus
    • Outstanding oral and written communication skills, ability to build relationships with business partners; demonstrated ability to communicate financial and analytical data to business partners
    • Track record of achievement – self-motivated and possess an ability to break through barriers to deliver business results
    • Best-in-class attention to detail, analytical rigor, and organizational skills
    • Ability to work independently and cross-functionally in a matrix environment and across all levels of management
    • Versatility, flexibility, and a willingness to work within a dynamic culture with enthusiasm, including balancing multiple projects to meet deadlines in a fast-paced environment


    • Working knowledge of Workday ERP suite for financial reporting, analysis, and planning is a plus

    We offer a competitive and comprehensive benefits package. Please visit https://www.etradecareers.com/why-work-at-etrade/employee-benefits/ to learn more about the opportunities.

    E*TRADE Financial is an Equal Opportunity Employer who encourages diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, disability, citizenship, marital status, sexual orientation, gender identity, military or protected veteran status, or any other characteristic protected by applicable law.


    Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
    Share on your newsfeed

    Need help finding the right job?

    We can recommend jobs specifically for you! Click here to get started.