Financial Analyst

Our client is in the Banking Industry and they are currently seeking a Financial Analyst to provide support in the processing, review and follow-up of the budgets, including cost analysis of operating units and expenses supporting business lines.

Qualifications / Requirements

  • 3 – 5 years of relevant experience in banking with a focus on balance sheet, financial margin, operating expenses and other income Budgeting, as well as financial modeling.
  • Able to manage low and medium complexity action plans/projects with minimum supervision.
  • Prioritize work and effectively manage time.
  • Team player taking into consideration the department’s deliverables.
  • Strong ethics management is required.
  • Knowledge of financial budgeting/modeling software similar to: SAP Budget System, Sungard BDI, Fiserv MPC, IPS-Sendero BPS or ALM .
  • Fully Bilingual (English/Spanish) is a plus.
  • MS Office.
  • Advanced MS Excel and PowerPoint.
  • Intermediate MS Word. and MS Access a plus.
  • Excellent computer skills using financial and spreadsheet software packages.

Responsibilities

  • Assist in the production of semi-annual budgets, quarterly rolling forecasts
  • The analyst provides support in the processing, review and follow-up of the budgets, including cost analysis of operating units and expenses supporting business lines.
  • Perform other related analyses, projects and presentations as required.

Education / Training

  • Bachelor’s Degree in Finance, Accounting or Business Administration.