Help build out and maintain financial forecast modeling to project earnings and cash needs over multiple years
Assist in loan inventory management and short-term cash forecasting
Responsible for creating, maintaining, analyzing annual budgets and identifying key differences throughout the budget cycle.
Analyze complex financial information, identify trends/opportunities, and provide recommendations to leadership/management for decision-making.
Support financial team leadership
Develop analyses to support strategic initiatives utilizing financial reporting tools including Excel, Adaptive Insights, SQL, or PowerBI
Perform detailed variance analysis evaluating results vs. forecasts, explaining variances attributed to key business drivers, and assisting in month-end financial statements analysis.
Analyze complex financial information, identify trends/opportunities, and provide recommendations to leadership/management for decision-making.
Partner with other members of the Finance department to ensure accurate support for forecast figures is available upon request.
Execute continuous process improvement and ad hoc analysis for the organization.
Ad hoc projects as requested
Requirements
Bachelor's Degree is required, Finance, Accounting or Economics preferred
2 - 4 years of progressive accounting or finance experience
Strong quantitative skills, knowledge of financial modeling, and a solid background in lending, capital market specifically structured finance or financial services
Working knowledge of US Generally Accepted Accounting Principles (GAAP) is beneficial
Strong command of Microsoft Excel and common database systems is required, while experience with PowerBI, Adaptive Planning Software or SQL is a plus
Self-motivated and strong work ethic, with an ability to work independently on multiple projects simultaneously
Ability to maintain models, identify key financial & non-financial risks, improve processes, and manage data flow
Excellent verbal and written communication and presentation skills with individuals
Able to learn quickly and adapt to a fast-paced, deadline-oriented environment
Able to organize, prioritize tasks, and take accountability
Having or actively pursuing a professional certification such as a CFA, MBA, or CPA is a plus