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Financial Specialist Sr

Position Overview

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. As a Financial Specialist Senior within PNC's Retail Finance organization, you will be based in Pittsburgh, Pennsylvania. The candidate must possess both strong analytical and communication skills. A few of the key responsibilities include:
  • Creating customer segment scorecards and providing analysis and insights on evolving trends
  • Tracking and producing quarterly results on peers for senior leadership
  • Building business cases for key initiatives and marketing programs

Job Profile

  • Provides a variety of financial management and accounting services.
  • Prepares internal financial and business metric reports and information to support quarterly and annual external reports.
  • Leads annual budget process and monthly forecast updates and may lead or contribute to strategic plans.
  • Leads performance monitoring and communications and ad hoc finance and accounting analysis, may include management accounting analysis. Ensures accounting practices of the business are appropriate and collaborates with Accounting Policy on implementation of new accounting standards that impact the business.
  • Delivers information in response to requests and requirements of auditors, regulators, and investors. Prepares financial data and analysis to support risk management and identifies and escalates key risks to management. May also contribute to risk review and challenge for the organization. Promptly identifies and addresses control matters; maintains sound control processes.

Core Competencies

Manages Risk - Working Experience

  • Assesses and effectively manages all of the risks associated with their business objectives and activities to ensure activities are in alignment with the bank's and unit's risk appetite and risk management framework.

Customer Focus - Extensive Experience

  • Knowledge of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions, and ability to leverage that information in creating customized customer solutions.

Job Specific Competencies

Budgeting - Extensive Experience

  • Knowledge of, and ability to apply, policies and practices for planning and administering a budget.

Business Analytics - Extensive Experience

  • Knowledge of technologies, techniques and practices for the evaluation of business performance data; ability to analyze business performance using advanced statistical methods to justify and drive future business planning decisions.

Finance and Accounting - Extensive Experience

  • Knowledge of finance and accounting practices, financial analysis, and reporting; ability to apply this knowledge appropriately to diverse situations.

Effective Communications - Extensive Experience

  • Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.

Decision Making and Critical Thinking - Extensive Experience

  • Understanding of the issues related to the decision-making process; ability to analyze situations fully and accurately, and reach productive decisions.

Accuracy and Attention to Detail - Extensive Experience

  • Understanding of the necessity and value of accuracy and attention to detail; ability to process information with high levels of accuracy.


  • Knowledge of and ability to use the functions, tools and processes needed to manage financial assets and liabilities throughout the organization.

INSTITUTIONAL FINANCE - Extensive Experience

  • Knowledge of finance, financial methods, tools and strategies employed by private and public corporations.

ACCOUNTING - Working Experience

  • Knowledge of and the ability to use the methods, processes, and tools for maintaining and preparing financial statements and reports.

Financial Analysis - Extensive Experience

  • Knowledge of and ability to read, interpret and draw accurate conclusions from financial and numerical material.

Required Education and Experience

Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education and experience (including military service) may be considered.

EEO Statement

PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law
PNC Financial Services Group
Full time
Pittsburgh, PA 15289, US