Business Financial Analyst

This is a fully remote position, open to applicants in Alabama, +29 more locations.

📋 Description

• Conduct analyses of securities, financial instruments, trading activities, and transaction data to facilitate settlement calculations and claims management.

• Examine SEC filings and other financial documents as necessary.

• Analyze and interpret Plans of Allocation.

• Convert settlement requirements into business rules, functional specifications, and calculation criteria.

• Investigate intricate, high-value, potentially fraudulent, or invalid claims.

• Assess supporting documents, transaction histories, and financial records to confirm accuracy and eligibility.

• Create and sustain functional requirements, technical specifications, data mappings, and procedural documentation.

• Assist with electronic filing processes, including data submission requirements for institutional filers.

• Utilize Excel, SQL, and relational databases to query, analyze, reconcile, and validate financial and transactional data.

• Detect discrepancies and ensure data aligns with business requirements.

• Lead or engage in testing and validating calculation modules.

• Act as a liaison between business and technical teams to convey requirements, resolve issues, and aid project execution.

• Offer insights on financial data, claim inadequacies, institutional filer requirements, and settlement calculations.

• Share knowledge and provide mentorship to less experienced Business Analysts.

• Keep precise project documentation and track time against assigned project tasks.

⛳️ Requirements

• A Bachelor's degree in Finance, Economics, Accounting, Business, Information Systems, or a related discipline.

• At least 3 years of experience in roles such as Business Analyst, Data Analyst, Financial Analyst, Process Specialist, or another analytical position.

• Background in working with financial data, securities, investment products, or complex transactional information.

• Experience in gathering, analyzing, and documenting business requirements and converting them into functional specifications.

• Strong proficiency in Microsoft Excel, particularly in analyzing and manipulating large datasets.

• Familiarity with relational databases and the capability to write and interpret moderately complex SQL queries.

• Knowledge of data modeling, data organization, and mapping external datasets to relational database structures.

• Exceptional analytical, problem-solving, and critical-thinking skills, with a keen attention to detail.

• Outstanding written and verbal communication skills, capable of conveying complex information to both technical and non-technical audiences.

• Ability to juggle multiple priorities, work autonomously, and adhere to deadlines in a fast-paced setting.

• Preferred: Experience in financial services, investment banking, brokerage operations, securities administration, or related fields.

• Preferred: Background in securities class action settlements, antitrust settlements, or claims management.

• Preferred: Knowledge of Plans of Allocation, settlement calculations, or financial reconciliation procedures.

• Preferred: Experience with SQL Server or Oracle databases.

• Preferred: Experience in reviewing institutional securities transactions, trading histories, or supporting financial documents.

• Preferred: Experience in testing and validating financial calculations or business applications.

🏝️ Benefits

• Medical insurance

• Dental insurance

• Vision insurance

• Life insurance

• 401(k)

• PTO

• Sick leave / sick days