57 lead finance analyst jobs found

Location: 127 Public Square, Cleveland Ohio Lead Finance Analyst – Commercial Card & Automation About the Job As a Lead Finance Analyst, you will be responsible for helping to drive the financial performance of the bank’s Enterprise Payments function. This role plays a key part in shaping the financial performance and strategic direction of our Commercial Card & Automation business, providing high‑visibility insights to the Commercial Bank CFO and Head of Commercial Card & Automation. Essential Job Functions  Financial Strategy & Forecasting: ownership of the long-term forecasting processes using data to support forward-looking expectations Business Partnership & Leadership Support: works closely with product and finance leadership to deliver transparent financial results and strategic alignment Reporting & Performance Analytics: delivers consistent, accurate and insightful reporting on financial results with an...

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 FP&A Finance Manager 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 Complete and communicate monthly/quarterly/annual analysis of financial results and performance to targets. Provide information related to business initiatives & drivers of favorable...

Location: For Those Who Work At Home, Ohio Senior Lead Finance Analyst – Key Merchant Services About the Job As a Senior Lead Finance Analyst, you will be responsible for helping drive the financial performance of the bank’s Enterprise Payments function. This role provides critical financial and strategic support of Key’s Merchant Service product offering. This analyst will be responsible for support of forecasting and strategic planning process, management reporting, and business unit financial analysis. Candidate must be comfortable working in a fast paced and dynamic environment with ability to provide solutions and analysis with limited direction at times. Essential Job Functions  Financial and strategic partner working closely with Product Leadership, and other internal Finance partners on the following: Owns the short and long term forecasting process and provides context to Line of Business Finance partners across Middle Market, Real Estate,...

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...

Location: For Those Who Work At Home, Ohio Senior Finance Analyst – Embedded Banking About the Job As a Senior Finance Analyst, you will be responsible for helping to drive the financial performance of the bank’s Enterprise Payments function. This role plays a key part in shaping the financial performance and strategic direction of our Embedded Banking business, providing high‑visibility insights to the Commercial Bank CFO and Head of Commercial Product. Essential Job Functions  Financial Strategy & Forecasting: ownership of the long-term forecasting processes using data to support forward-looking expectations Business Partnership & Leadership Support: works closely with product and finance leadership to deliver transparent financial results and strategic alignment Reporting & Performance Analytics: delivers consistent, accurate and insightful reporting on financial results with an emphasis on business drivers Provide...

Location: 1000 South McCaslin Boulevard, Superior Colorado Job Summary The VP, Portfolio Management is an individual contributor responsible for performing financial analysis and preparing underwriting documents to support multimillion-dollar corporate credit requests that grow funded assets and Key's client base, while maintaining asset quality within a moderate risk profile. These requests include obtaining initial approval for new, occasionally complex, credit exposure (e.g., revolving credit facilities, term loans, leases, foreign exchange products, derivatives products, and other ancillary products) and amendments to existing exposure. Additionally, the VP, Portfolio Management is responsible for ongoing credit monitoring and risk rating for a portfolio of corporate clients with a complexity profile commensurate to experience (primarily participation in other bank's syndicated deals with a small number of Left Lead deals), reviewing legal documentation, and assisting...

Location: 1000 South McCaslin Boulevard, Superior Colorado The position will be responsible for managing a portfolio of loan facilities associated with the Specialty Finance Lending (“SFL”) portfolio, as assigned by the SVP Head of Originations, and will include facilitating a range of operational activities relating to the on-going management; risk monitoring;  loan administration; account maintenance; and customer service.  Job responsibilities will involve taking a lead role on variety of operational activities (based on prior experience and skill level) and a supportive role on some business development activities in collaboration with the SFL business development team.  The operational activities will include facilitating and managing due diligence, transaction documentation, loan closing & booking,  advances/paydowns, interest and fee accruals and settlments; loan convenant and borrowing base compliance; performance monitoring; monthly servicer report reviews,...

Location: 1000 South McCaslin Boulevard, Superior Colorado Join our team! KeyCorp offers a number of paid, full-time internships each summer in its Superior, Colorado location.  The internship program spans for approximately 10-14 weeks in the summer.   As an intern, you will gain hands-on experience working on various projects with a specific business unit. You will also have an opportunity to network with professionals and other interns in areas across KeyCorp to give you a broad perspective of our businesses. In addition, there will be opportunities for interns to participate in classroom, self-study, and other training to broaden financial, accounting, communications, and other skills. Each intern is also matched with a young professional as a mentor. Structured Finance Internship This internship will support the Specialty Finance Lending (SFL) group. Examples of work our interns have been doing in this role:   Analyze structured finance loan...

Location: 127 Public Square, Cleveland Ohio Job Summary The Analyst, Portfolio Management is an individual contributor responsible for supporting the Portfolio Management team in their financial analysis and preparation of underwriting documents to support multimillion-dollar corporate credit requests that grow funded assets and Key's client base, while maintaining asset quality within a moderate risk profile. These requests include obtaining initial approval for new credit exposure (e.g., revolving credit facilities, term loans, leases, foreign exchange products, derivatives products, and other ancillary products) and amendments to existing exposure. As part of the first line of defense, the Analyst also assists the team with ongoing credit monitoring and risk rating of corporate clients and gathering and supporting the review of legal documentation. Essential Functions Conduct in-depth analysis and research on issuers and borrowers across various sectors through...

Location: 4910 Tiedeman Road, Brooklyn Ohio Job Summary The IT Senior Business Analyst influences a cross-functional team in optimization of application capabilities & business processes. They provide business analysis and project/product support for the development, enhancement, quality assessment, and on-going support of the relevant lines of business (LOBs). Essential Functions Utilize industry trends to influence requirements for new application features and enhancements that are consistent with strategic priorities. Significantly contributes to the design process to ensure it supports business requirements and an optimized user experience. Capture requirements for a highly complex system and/or multiple systems across multiple stakeholders; understands and applies the SDLC to the execution of deliverables. Translate business requirements into technical requirements considering multiple users, risks, and/or impact scenarios and convey with appropriate level...

Location: 4900 Tiedeman Road, Brooklyn Ohio Job Summary Under general administrative direction, the Compliance Analyst uses knowledge and skills obtained through training, experience, and/or specialized education to conduct onsite branch inspections and related compliance reviews.  This role requires regular travel and focuses primarily on evaluating supervisory systems, physical office settings, records and documentation, and conducting employee interviews to assess adherence to firm policies and procedures, as well as applicable federal and state regulations. The Compliance Analyst is responsible for thorough documentation of inspection activities and clear communication of results to business and compliance stakeholders. About Key Investment Services LLC KIS is a retail dual registered fully disclosed introducing broker/dealer and investment adviser that is non-banking affiliate of KeyBank National Association and a subsidiary of KeyCorp, a federally registered...

Location: 11501 Outlook Street, Overland Park Kansas Role Overview We are seeking an experienced Business Analyst to join our Commercial Lending technology team. This role will work closely with cross-functional stakeholders to optimize application capabilities and streamline business processes. The Business Analyst will drive requirement gathering, solution design, testing coordination, and production support for Commercial Lending and related lines of business. Key Responsibilities Proven 5+ years of experience as a Business Analyst within the financial services industry, preferred with Loan IQ. Understand functional and non-functional requirements. Strong understanding of loan servicing processes and the Loan IQ data model. Experience with Loan IQ table maintenance, deal setup, accruals, fees, payments, and general ledger accounting. Translate business needs into clear technical requirements and communicate them effectively to development teams Good...

Location: 1301 Avenue of the Americas, New York New York Job Description ABOUT KEY:  Cleveland-based KeyCorp is one of the nation's largest bank-based financial services companies, with assets of approximately $189 billion (as of September 30, 2024) and employees of approximately 17,000. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company's businesses deliver their products and services through more than 1,100 full-service retail branches and offices; a network of more the 1500 ATMS telephone banking centers; and a website, Key.com®, that provides account access and financial products 24 hours a day.  ABOUT THE BUSINESS:  KeyBanc Capital Markets (KBCM) is the corporate and investment banking arm of KeyCorp.  KBCM is a leading full-service corporate and investment...

Location: 4900 Tiedeman Road, Brooklyn Ohio Position Location Policy General Location: Open to candidates within the United States. Hybrid Requirement (if within specific cities): If the selected candidate resides in Cleveland, OH, Buffalo, NY, or Albany, NY, they are expected to work on-site 2 days per week at the nearest KeyBank office (non-branch location). Remote Option: If the selected candidate lives outside of KeyBank’s geographic footprint, the position will be considered fully remote. Available for East Coast meetings, required Job Description:   Seeking a dynamic Transmissions Onboarding Analyst Lead to join our Commercial Data Transmissions team. The ideal candidate will work closely with clients to onboard payment product transmissions.  In addition, they will integrate client systems ( ERP, Treasury Workstations, etc)  with the bank's infrastructure via a variety of file exchange and transmissions protocols for the seamless exchange...

Location: 1200 Abernathy Road NE, Atlanta Georgia Job Summary Responsible for servicing assigned portfolio consisting of a variety of products primarily for the Real Estate Institutional Capital Group Line of Business. Primary servicing functions are for non-owner occupied /interim loan servicing, portfolio administration and related client services. Provide excellent communication with the lending staff and partners supported by the ICG teams.  Client segment focus are public and private REITS, real estate private equity firms and advisers and real estate owners. The specialized healthcare team focuses on property financing needs of hospitals and senior housing owners and operators.  Independently manage all pre-closing, pre-boarding review of documents and risk management. Responsible for providing superior client service and expertise to both internal and external clients related a portfolio of revolvers/term/bridge loans with ability to manage multiple projects and...

Location: 4910 Tiedeman Road, Brooklyn Ohio Job Summary Responsible for servicing assigned portfolio consisting of a variety of products primarily for the Real Estate Institutional Capital Group Line of Business. Primary servicing functions are for non-owner occupied /interim loan servicing, portfolio administration and related client services. Provide excellent communication with the lending staff and partners supported by the ICG teams.  Client segment focus are public and private REITS, real estate private equity firms and advisers and real estate owners. The specialized healthcare team focuses on property financing needs of hospitals and senior housing owners and operators.  Independently manage all pre-closing, pre-boarding review of documents and risk management. Responsible for providing superior client service and expertise to both internal and external clients related a portfolio of revolvers/term/bridge loans with ability to manage multiple projects and levels of...

Location: 127 Public Square, Cleveland Ohio JOB TITLE:                                                        Community Development Asset Manager – Debt ABOUT THE BUSINESS: Key Community Development Lending and Investments (CDLI) provides much needed investment dollars for affordable housing and community development projects in urban and rural communities across all 50 states via direct and indirect debt and equity investments. Affordable housing owner-operators and developers looking to build, acquire and preserve affordable housing come to us because we know how to move complicated deals over the finish line. Our clients leverage Key’s broad, fully integrated platform. In addition, we can help assemble innovative and complex financing in conjunction with multiple for-profit, nonprofit and government entities. Helping communities thrive is more than our business, it’s our mission. ABOUT THE JOB: Community Development Lending and Investments (CDLI) is...

Location: For Those Who Work At Home, New York ***APPLICANTS FOR THIS ROLE SHOULD BE LOCATED IN THE HUDSON VALLEY, NY AREA*** Job Summary The Business Banking Virtual Relationship Manager actively manages a portfolio of clients within the entry end of the Business Banking segment. They effectively manage the client relationship by selling and promoting a broad array of financial products and services, providing pertinent financial information to clients and identifying/referring cross-marketing opportunities to meet the clients' need and become their trusted advisor. They develop strategic relationships with Key lines of business in order to effectively refer business and leverage partnerships to deepen and enrich the client experience and increase client engagement and retention. The Business Banking Virtual RM actively engages partners to mitigate client run off within portfolio. Essential Functions Maintain and manage an assigned client portfolio of Business...

Location: 127 Public Square, Cleveland Ohio About the Job Perform financial analysis and prepare underwriting documents to support complex multimillion-dollar credit requests for Utility, Power and Renewable clients. Familiarity with project finance lending experience is preferred.  The Portfolio Manager provides leadership for the deal team in analysis, approval, execution as well as documentation.  She/he leads discussions and builds strong relationships with clients.  The Portfolio Manager acts as a credit execution product specialist and recommends approval for credit proposals for Utility, Power and Renewable transactions.  In addition, she/he is responsible for matters relating to financing and/or financial modeling. The ideal Portfolio Manager will conduct business within the moderate risk profile of the bank and, at the same time, possess a propensity to close deals. This will be accomplished through leadership – taking ownership of deals, leading...

Location: 1665 N Blue Lakes Boulevard, Twin Falls Idaho Job Description Preview Job Summary The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment solutions to new and existing clients while identifying full relationship opportunities. Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and maintain strong working relationships with all partners. Responsibilities Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million. Host holistic Financial...

Location: 2305 S Colorado Boulevard, Denver Colorado Job Description Preview Job Summary The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment solutions to new and existing clients while identifying full relationship opportunities. Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and maintain strong working relationships with all partners. Responsibilities Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million. Host holistic Financial Wellness...

Location: 102 E Yakima Avenue, Yakima Washington Job Description Preview Job Summary The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment solutions to new and existing clients while identifying full relationship opportunities. Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and maintain strong working relationships with all partners. Responsibilities Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million. Host holistic Financial Wellness...

Location: 4224 Ridge Lea Road - Amherst, New York 14226 Job Summary The Mortgage Loan Officer (MLO) assists clients with the origination of residential mortgage loans, including providing analysis and advice to current and prospective clients on home lending solutions that meet their needs and financial objectives. The MLO is expected to develop referrals as a means to grow Key's home lending business and client base. The MLO is expected to meet or exceed established sales goals while maintaining high standards of client satisfaction and loan quality. Essential Functions Prospect home lending business to build and develop new client loan originations and relationships. Originate and process a targeted number of family residential real estate mortgage transactions in accordance with Home Lending process and product guidelines. Provide clients with detailed information about various mortgage options, interest rates, and terms to help them make informed decisions...

Location: 4910 Tiedeman Road, Brooklyn Ohio Job Description This position requires a DE, SARS or LAPP certification. ABOUT THE JOB (JOB BRIEF) The Mortgage Senior Underwriter is responsible for reviewing, analyzing and approving residential loan applications. The Mortgage Senior Underwriter is also responsible for verifying income, assets, credit and collateral documents including self-employed personal and business tax returns. The Mortgage Senior Underwriter may be involved in one or several types of mortgage lending (agency conventional, portfolio conventional, FHA/VA MI etc.).  This position will also lend support to other underwriters on complex loan submissions. Lending authority to include conventional, government and jumbo loan programs for up to $750,000. Excellent phone and communication skills and the value of providing superior customer service to internal and external customers required. An exemplary customer service-oriented attitude and the ability...