Financial Analyst (Sales & Business Development)
Not Disclosed•Full-TimeOn-site
location_on1558, Belmead Lane, Irving, Dallas County, Texas, 75061, United States
About the Team
Community Choice Financial Family of Brands (CCFI) is dedicated to providing accessible financial services through a supportive and inclusive culture. Our organization focuses on learning, community engagement, and fostering long-term career growth across our diverse banking, insurance, and investment offerings.
About the Role
As a Financial Analyst within the Sales & Business Development team, you will play a pivotal role in driving growth by transforming data into actionable insights. This position exists to guide strategic decisions and shape go-to-market plans for our product lines. You will partner closely with Sales & Business Development to build financial models that inform pricing, product recommendations, and sales initiatives. Your day-to-day involves analyzing market trends, evaluating loan and insurance portfolios, and creating clear reports and dashboards that empower leadership and client-facing teams to make informed decisions.
Equal Opportunity
CCFI is committed to building a diverse and inclusive workforce. We consider qualified applicants regardless of background, ensuring a culture where everyone can thrive.
Work location
Work model: On-site
1558, Belmead Lane, Irving, Dallas County, Texas, 75061, United States
Irving, Texas
Key Responsibilities
- check_circleAnalyze banking, insurance, and investment markets to identify trends and growth opportunities
- check_circleEvaluate and monitor loan, retail financing, and insurance portfolios to optimize returns and manage risk
- check_circleDevelop financial models and forecasts to support strategic planning and sales initiatives
- check_circlePartner with Sales and Business Development to create data-driven proposals and product recommendations
- check_circlePrepare clear reports, dashboards, and presentations for leadership and client-facing teams
- check_circleSupport pricing, profitability, and performance analyses across product lines
- check_circleCollaborate with cross-functional teams to align analytics with community-focused business goals
Requirements
- verifiedProficiency with Excel and at least one BI tool (e.g., Power BI, Tableau)
- verifiedChartered Financial Analyst (CFA) Level I or higher (preferred)
- verifiedFinancial Risk Manager (FRM) (preferred)
- verifiedFINRA Series 7/63 or similar (a plus)
Nice to Have
Chartered Financial Analyst (CFA) Level I or higher, Financial Risk Manager (FRM), FINRA Series 7/63 or similar
Benefits & Perks
check_circleMedical Insurancecheck_circleDental Insurancecheck_circleVision Insurancecheck_circleLife Insurancecheck_circle401k
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Frequently asked questions about Financial Analyst (Sales & Business Development) at Community Choice Financial Family of Brands
What does a Financial Analyst (Sales & Business Development) at Community Choice Financial Family of Brands do?expand_more
Day-to-day, the Financial Analyst (Sales & Business Development) at Community Choice Financial Family of Brands will analyze banking, insurance, and investment markets to identify trends and growth opportunities; evaluate and monitor loan, retail financing, and insurance portfolios to optimize returns and manage risk; develop financial models and forecasts to support strategic planning and sales initiatives; and partner with sales and business development to create data-driven proposals and product recommendations.
What are the requirements for this Financial Analyst (Sales & Business Development) role?expand_more
To qualify for the Financial Analyst (Sales & Business Development) at Community Choice Financial Family of Brands position, applicants should have: Proficiency with Excel and at least one BI tool (e.g., Power BI, Tableau); Chartered Financial Analyst (CFA) Level I or higher (preferred); Financial Risk Manager (FRM) (preferred); and FINRA Series 7/63 or similar (a plus).
Where is the Financial Analyst (Sales & Business Development) role at Community Choice Financial Family of Brands located?expand_more
Financial Analyst (Sales & Business Development) at Community Choice Financial Family of Brands is based in 1558, Belmead Lane, Irving, Dallas County, Texas, 75061, United States. This is a on-site role.
Is this Financial Analyst (Sales & Business Development) job remote, hybrid, or on-site?expand_more
Community Choice Financial Family of Brands has listed this Financial Analyst (Sales & Business Development) role as on-site.
How much experience is required for this Financial Analyst (Sales & Business Development) role?expand_more
Candidates for Financial Analyst (Sales & Business Development) at Community Choice Financial Family of Brands should have mid level.
What skills do you need for the Financial Analyst (Sales & Business Development) role at Community Choice Financial Family of Brands?expand_more
Key skills for Financial Analyst (Sales & Business Development) at Community Choice Financial Family of Brands include Financial Analysis; Market Research; Investment Portfolio Analysis; Financial Modeling; Forecasting; Budgeting; Sales Analytics; and Risk Assessment.
What category does the Financial Analyst (Sales & Business Development) role belong to?expand_more
Financial Analyst (Sales & Business Development) at Community Choice Financial Family of Brands is part of the accounting & finance job category on Recrutus.