Financial Analyst
Full-timeJob Overview
Who You Are:
You are a motivated Finance or Accounting professional who is passionate about the financial industry. You excel at being detail-oriented and have experience with annual planning and financial modeling in a fast-moving environment. In this role, you will be a self-starter who is skilled in communicating with cross-functional partners who have different backgrounds, levels, and experiences. A successful candidate will be able to manage complex workflows that involve multiple stakeholders and build strong relationships across teams.
Who You Are:
You are a motivated Finance or Accounting professional who is passionate about the financial industry. You excel at being detail-oriented and have experience with annual planning and financial modeling in a fast-moving environment. In this role, you will be a self-starter who is skilled in communicating with cross-functional partners who have different backgrounds, levels, and experiences. A successful candidate will be able to manage complex workflows that involve multiple stakeholders and build strong relationships across teams.
What You'll Do
- Help build out and maintain financial forecast modeling to project earnings and cash needs over multiple years
- Assist in loan inventory management and short-term cash forecasting
- Responsible for creating, maintaining, analyzing annual budgets and identifying key differences throughout the budget cycle.
- Analyze complex financial information, identify trends/opportunities, and provide recommendations to leadership/management for decision-making.
- Support financial team leadership
- Develop analyses to support strategic initiatives utilizing financial reporting tools including Excel, Adaptive Insights, SQL, or PowerBI
- Perform detailed variance analysis evaluating results vs. forecasts, explaining variances attributed to key business drivers, and assisting in month-end financial statements analysis.
- Analyze complex financial information, identify trends/opportunities, and provide recommendations to leadership/management for decision-making.
- Partner with other members of the Finance department to ensure accurate support for forecast figures is available upon request.
- Execute continuous process improvement and ad hoc analysis for the organization.
- Ad hoc projects as requested
What You'll Need
- Bachelor's Degree is required, Finance, Accounting or Economics preferred
- 2 - 4 years of progressive accounting or finance experience
- Strong quantitative skills, knowledge of financial modeling, and a solid background in lending, capital market specifically structured finance or financial services
- Working knowledge of US Generally Accepted Accounting Principles (GAAP) is beneficial
- Strong command of Microsoft Excel and common database systems is required, while experience with PowerBI, Adaptive Planning Software or SQL is a plus
- Self-motivated and strong work ethic, with an ability to work independently on multiple projects simultaneously
- Ability to maintain models, identify key financial & non-financial risks, improve processes, and manage data flow
- Excellent verbal and written communication and presentation skills with individuals
- Able to learn quickly and adapt to a fast-paced, deadline-oriented environment
- Able to organize, prioritize tasks, and take accountability
- Having or actively pursuing a professional certification such as a CFA, MBA, or CPA is a plus