Financial Analyst: Budgeting, Reporting & Analysis

Financial Analyst

Our financial service client is growing and needs to add a Financial Analyst to support the CFO.

Duties:

• Prepare monthly, quarterly, and annual financial reports.
• Prepare Call Report and other regulatory reports.
• Assists CFO with budgeting, forecasting, and strategic planning.
• Review and analyze general ledger account balances.
• Reconcile bank accounts, investments, fixed assets, accrued and prepaid expenses, and prepare monthly reconcilement internal control package.
• Assists CFO with liquidity monitoring.
• Utilize financial monitoring software for reporting and analysis.
• Interest rate risk modeling and production of interest rate risk reports.
• Assist in preparation of Board and/or Committee report packages.
• Conduct research and analysis to provide management with definitive financial data and advice for use in setting and realizing financial objectives.
• Prepare special accounting reports for management, auditors, or for regulatory agencies.
• Research and evaluate financial alternatives and possible investments.
• Assist CFO with other duties as needed.

Requirements:

• Bachelors in Finance or Accounting.
• Two or more years of experience.
• Strong Excel Skills required.