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Financial Analyst II
Job in
Phoenix, Maricopa County, Arizona, 85003, USA
Listed on 2026-07-13
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Financial Analyst
Job Description & How to Apply Below
- Develop and maintain financial models in support of the company’s business development initiatives
- Assess the financial and economic performance of various business opportunities through a detailed understanding of revenue and cost drivers
- Determine the best approach to analyzing and synthesizing data and work independently to solve complex problems
- Work with large sets of data to drive analytics to assist in business decisions
- Creates and provides reporting on Advisor loan programs for multiple audiences, including the executive leadership team
- Monitors Advisor terminations and build reporting to help drive business conversation
- Answers inquiries from both external and internal customers regarding profitability, transactions, reconciliations, and reporting
- May be required to assist on moderate to complex special projects that include production of analysis and recommendations for senior management concerning strategic business decisions
- Develop and maintain excellent relationships with colleagues across business units
- All other duties as assigned
- Minimum of 3–5-years experience in finance or business analysis role
- Experience in working in financial/reporting systems (Microsoft Power BI, Microsoft SQL Server, or Salesforce)
- Advanced Skills in MS Office products, particularly Excel and Power Point
- Intermediate to advanced financial modeling and analysis skills
- Strong written and verbal communication skills
- Highly motivated with demonstrated experience managing multiple projects in a fast-paced, deadline-oriented work environment
- Self-starter who will anticipate challenges and work proactively to resolve issues
- Comfortable working within an entrepreneurial, “roll‑up your sleeves” environment
- Team player with a customer service mentality
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