Balance Sheet Strategy Analyst

Posted 13 days ago · $86,000 – $145,000

or apply directly on Pathward, N.A. 's site. We never take the application ourselves.

Is this posting real?

This role has been open: 13 days
Reposted: No
Salary listed: Yes
Ghost-job risk at Pathward, N.A.: moderate
Hiring momentum: 89 roles opened in the last 90 days
Last confirmed on the employer's board: 2026-09-17

Measured from postings appearing on and disappearing from Pathward, N.A. 's own greenhouse board since 2026-08-03. Full hiring picture for Pathward, N.A. .

About this role

The Balance Sheet Strategy Analyst at Pathward is responsible for designing and maintaining financial models, data workflows, and dashboards to support the bank's loan sale and balance sheet optimization strategies. The role involves analyzing loan sales, pricing, and portfolio impacts, while developing actionable recommendations using tools like Excel, Power BI, and SQL. This position focuses on analytics and solution development rather than process management.

Our read on this posting3.8out of 5

benefits: 2/5
freshness: 4/5
career value: 4/5
role clarity: 4/5
pay transparency: 5/5

Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of Pathward, N.A. as an employer.

What you need

Bachelor's degree in finance, accounting, economics, business or data analytics, information systems, mathematics, or a related field
Two to five years of experience in banking, commercial lending, treasury, capital markets, portfolio analytics, FP&A, or transaction advisory
Strong financial modeling skills, including valuation, cash flow analysis, forecasting, and scenario analysis; advanced Excel proficiency required
Experience developing Power BI data models and dashboards and working with large loan-level or financial datasets; working knowledge of SQL preferred
Ability to independently structure complex analytical problems and communicate clear recommendations to technical and nontechnical stakeholders

Nice to have

Experience with Matillion, Alteryx, Azure Data Factory, dbt, Informatica, or another data-integration platform preferred
SharePoint experience is beneficial
Loan-sale, syndication, securitization, commercial loan pricing, or balance sheet management experience preferred
Advanced analytics
Data architecture

What you get

Salary range: $86,000 – $145,000
Annual performance-based incentive opportunity
Comprehensive benefits package including health insurance, 401(k) retirement benefits, life insurance, disability benefits, paid time off, and more

Worth weighing

No specific mention of remote work flexibility beyond being a hybrid company
Salary range reflects a wide gap; individual pay determined by multiple factors
Responsibilities may change at any time, indicating a potentially dynamic role

Summarised from Pathward, N.A. 's posting. Read the full original.

Listed by Pathward, N.A. on their greenhouse job board, last confirmed open on 2026-09-17. PitchMeAI is not the employer.

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