Analyze financial and credit information, structure and underwrite loan applications, and prepare accurate credit recommendations and approval materials in line with underwriting guidelines.
Financial Analyst
π Description
- Consolidate historical and projected financial statements, metrics, and KPIs.
- Review and analyze financial reporting results and variance trends.
- Manage source data queries and recommend improvements that support financial objectives.
- Build models in Anaplan and maintain financial models for ad hoc analysis.
- Produce timely reports for performance monitoring, budgeting, forecasting, and variance reviews.
- Prepare recommendations for financial plans, acquisition activity, future requirements, and operating forecasts.
π οΈ Requirements
- Bachelor's degree.
- 2-4 years of relevant experience.
- Moderate skill and proficiency in the subject area.
- Ability to handle increasingly complex assignments under moderate supervision, using some independent judgment.
Full job description
The Financial Analyst is responsible for reviewing and analyzing past financial results, performing variance analysis, and updating trends and business forecasts to drive business decisions. The Financial Analysts will participate in the budgeting and strategic planning process by contributing to the building of financial models, analyzing financial trends, and establishing assumptions. The role will be responsible for running and enhancing reporting systems to facilitate the production of information, budgeting analysis, forecasting analysis, variance commentary, reporting and reviews, and project preparation.
Expected Duties:
Consolidate companywide reporting for historical and projected financial statements, metrics, and KPIs
Responsible for reviewing and analyzing reporting results
Manage source data queries and recommend improvements in support of financial objectives
Build models in Anaplan
Build and manage financial models for ad hoc analyses
Provide accurate and timely reports for performance monitoring
May be responsible for budget or cost analysis
Gather, analyze, prepare, and summarize recommendations for financial plans, acquisition activity, trended future requirements, and operating forecasts
Qualifications: Knowledge, Skills, and Abilities
Requires moderate skill set and proficiency in subject area
Ability to conduct work assignments of increasing complexity under moderate supervision with some latitude for independent judgment
Bachelorβs degree and 2-4 years of relevant experience
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