Jr. Financial and Banking Reporting Analyst
Listed on 2026-08-17
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Finance & Banking
Financial Reporting, Financial Analyst -
Accounting
Financial Reporting, Financial Analyst
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for aJr. Financial and Banking Reporting Analyst based in the United States.
This entry-level opportunity is designed for someone looking to build a strong foundation in financial reporting and accounting within a fast-paced, collaborative environment. You will support monthly and quarterly reporting activities across a large portfolio of entities while developing practical financial analysis skills. The role combines high-volume reconciliation, data analysis, reporting accuracy, and cross-functional communication. You will investigate discrepancies, maintain reliable financial records, and help ensure reporting deadlines are consistently met.
Training and ongoing support are provided to help you grow your technical and analytical capabilities. This is a strong opportunity for a detail-oriented professional who enjoys working with data and wants to advance a career in finance.
- Assist with the preparation and completion of more than 2,000 monthly and quarterly financial reports, helping ensure accurate and timely delivery.
- Perform high-volume reconciliations of bank statements and financial reports, identifying discrepancies and supporting appropriate resolution.
- Analyze financial data across multiple accounts and entities to verify accuracy, completeness, and consistency.
- Maintain and track monthly bank statements and related financial information using internal systems and reporting tools.
- Collaborate closely with team members and internal stakeholders to resolve reconciliation issues and meet reporting deadlines.
- Communicate directly with Sales Agents regarding scheduling, reporting questions, and other requests related to financial reporting activities.
- Fulfill information requests from accounting teams to support tax estimates and other financial requirements.
- Maintain organized financial records and assist with filing, document management, and data organization.
- Work effectively within a high-volume environment with defined timing goals, competing priorities, and recurring monthly and quarterly deadlines.
- High school diploma required; a bachelor's degree in accounting, finance, business, or a related field is preferred.
- At least 4 years of professional experience in an office environment, with prior accounting, financial reporting, customer service, or clerical experience preferred.
- Experience with bank reconciliations, financial reporting, or other high-volume financial data activities is highly desirable.
- Strong proficiency in Microsoft Excel, including the ability to work confidently with large datasets; proficiency in Word and Outlook is also expected.
- Strong analytical and problem-solving skills, with the ability to identify discrepancies, investigate variances, and maintain data accuracy.
- Exceptional attention to detail, organization, follow-through, and time-management skills.
- Excellent verbal and written communication skills and the ability to collaborate effectively with multiple stakeholders.
- Ability to manage multiple priorities, work under pressure, and consistently meet deadlines in a fast-paced environment.
- Familiarity with PDF management software is preferred; experience with Nuance PDF is a plus.
- Strong keyboarding skills of approximately 65 WPM or higher and strong 10-key proficiency are preferred.
- Comfortable spending extended periods working at a computer and performing routine office-based tasks requiring keyboard, calculator, telephone, and other standard office equipment use.
- Ability to meet the physical requirements of the position, including prolonged sitting and occasional standing, reaching, bending, crouching, and lifting up to 25 pounds.
- Compensation: $27.50–$36.21 per hour, depending on factors such as location, skills, and experience.
- Additional incentive opportunity: Eligibility for an annual incentive based on individual and organizational performance.
- Health coverage: Medical, dental, and vision insurance options.
- Mental wellbeing: Mental health benefits and an Employee Assistance Program.
- Paid time away: Paid time…
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