Senior Financial Analyst

Senior Financial Analyst

Immediate need for a talented Senior Financial Analyst with experience in the Banking and Financial Industry. This is a 6+ months contract opportunity with long-term potential and is located in Plano, TX.

Key Responsibilities:

• Participate in the quality control process to ensure every one of the 200+ values reported on every investor report is accurate. You will learn how to edit SQL queries of large data sets in this process.
• Navigate through the loan/lease servicing system to investigate situations that don't "seem right".
• Execute functions in the ABS securitization system used to generate monthly investor reports, including selecting pools of assets which are the collateral underlying our ABS borrowing.
• Assist in providing documentation to auditors, as well as examining instances of non-compliance with SEC mandated servicing criteria under Regulation AB.
• Have you act as primary point of contact on new ABS transactions, from pool selection to final execution.
• Each month, we have a recurring schedule, where the first half of the month is spent preparing and validating the investor reports for issuance.
• The second half of the month is spent on non-recurring tasks such as the annual Regulation AB audit, new ABS transactions, and data testing of the future servicing system, preparing for the next month of investor reporting, and implementing improvements in our processes.
• This is not a clean split between the first and second halves of the month, as second half requirements often bleed into our investor reporting prep cycle. And of course, there are always the unpredictable projects as they arise.

Key Requirements and Technology

Experience:

• Candidate will be deeply involved in testing to ensure a successful implementation of Client's Credit's new loan and lease servicing system.
• Supplying guidance and supervision.
• Strong analytical and problem-solving skills.
• Strong organizational skills.
• Excellent attention to detail.
• High learning agility and flexibility.
• Comfortable at multi-tasking
• Strong written and verbal communication skills.
• Works well with in a close knit team environment.
• Advanced Excel Vlookup, Data filtering, linking, pivot tables, quick keys, 10-key, high speed (no macros).
• NO prior experience in securitization or investor reporting is required. Post CPA firm experience in private industry.
• Experience with compliance (SOX, other regulatory) requirements and testing.
• Experience with editing or creating SQL queries.
• Experience with manipulating Visio and/or Crystal Reports.
• Experience with interpreting legal documents a plus.