Financial Analyst

This is a fully remote position, open to applicants in Ohio.

📋 Description

• Conducts financial analyses to support client engagements, strategic initiatives, and internal business decisions.

• Engages in client meetings to comprehend financial and regulatory status, define analysis objectives, and set deliverables.

• Collaborates with banking clients to collect necessary data and inputs for analysis.

• Develops, updates, and maintains financial models to project performance, assess risk, and facilitate capital planning.

• Executes loan-level and portfolio-level analyses while preparing reports, dashboards, and client deliverables.

• Aids in the presentation and communication of analysis results to clients and internal stakeholders.

• Works continuously with clients to assist in implementing and integrating analytical findings.

• Monitors and evaluates key performance indicators (KPIs) and financial metrics.

• Assists with budgeting, long-term planning, and forecasting updates in response to evolving business conditions and market trends.

• Identifies financial risks and plays a role in developing mitigation strategies.

• Ensures precision, data integrity, and adherence to regulatory expectations and internal controls.

• Collaborates across functions to support operational and strategic initiatives.

• Clearly communicates financial concepts to both technical and non-technical audiences.

• Recognizes opportunities for process enhancements to improve efficiency and scalability within the finance function.

• Performs additional duties as assigned.

⛳️ Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related discipline.

• Typically, 1-4 years of experience in Financial Analysis or Accounting.

• Proficient in financial software and tools (e.g., Excel, SQL, financial planning software).

• Strong analytical abilities to utilize data for analyzing situations, identifying issues, and crafting effective solutions.

• Excellent communication and presentation skills.

🏝️ Benefits

• Medical, dental, and vision coverage.

• Wellness plans.

• Parental leave.

• Adoption assistance.

• Tuition reimbursement.

• Paid Time Off.

• Paid holidays.

• 401(k) plan with company match.

• Employee stock purchase plan.

• Commuter benefits.