Financial Analyst

Role Overview

The Financial Analyst will manage various branch expenses and financial related tasks and projects, handle related reporting to business unit senior management, and provide facts and information to internal and external customers.

What You Will Do

The Financial Analyst will create and review loan agreements, manage and report on termed advisor collections and/or loan defaults and write-offs, and identify potential process improvements to increase efficiency in processing or analyzing financial information.

Why It Might Be a Fit

The Financial Analyst will work independently and make decisions, communicate effectively with all organizational levels, and maintain strict confidentiality of associate records.

Requirements

• Bachelor’s degree in Accounting or equivalent
• a minimum of two (2) years of Payroll or Accounting experience
• knowledge of general office practices, procedures, and methods
• general payroll processing
• intermediate accounting concepts, practices, and procedures
• strong knowledge of Microsoft Office applications
• accrual based accounting practices
• accounting software packages
• intermediate cost allocation concepts and practices
• principles of banking and finance and securities industry operations

Benefits

• medical
• dental
• vision
• life insurance
• critical illness insurance
• accident insurance
• disability benefits
• retirement savings
• paid time off
• holidays
• sick leave
• parental leave