Financial Analyst

What is the position?

The Financial Analyst will provide an asset and liability management analysis and balance sheet management analysis by using a combination of accounting procedures and financial analysis methods.

What will you do?

As a Financial Analyst, you will:

• Research data from internal and external sources to analyze, validate, and present findings to management.
• Compile data for reporting
• Assist with preparing annual budgets
• Prepare budget vs. actual reports
• Prepare reports and presentation materials for management to deliver
• Provide monthly balance sheet analysis by monitoring, reporting and forecasting each possible scenario.
• Provide analysis of financial risks, performance, and strategy recommendations
• Collaborate with all staff, team members, and management to resolve financial-related issues.
• Troubleshoot and escalate issues that may be vaguely defined but require immediate attention.
• Follow policy and procedures related to Anti-Money Laundering (AML), Bank Secrecy Act (BSA), Customer Due Diligence (CDD), and Customer Identification Program (CIP) daily to ensure compliance

What are the requirements?

• Bachelor’s degree in Finance, Economics, or Accounting, or related preferred
• 1-2 years experience in the financial services industry
• Strong knowledge of Windows and Microsoft Office-based programs
• Experience with automated financial systems preferred (ie. Symitar or related)
• Ability to write complex reports
• Ability to read and interpret accounting principles and policy/procedure documents
• Posses a high level of integrity, ethics, and professionalism.

You would be really happy working here if:

• You can grasp complex subjects and effectively strategize how to achieve optimal results.
• You can be counted on in crucial times, possessing great focus while completing projects successfully and efficiently.