Financial Analyst

Are you ready to join a growing team that puts a premium on productivity and has an award-winning culture centered around transforming talented employees into effective business leaders? Then the company Financial is the place for you.

In 2001, we started with an idea, an opportunity, and $25,000. Back then, our focus was strictly 
on serving those in the medical industry. With healthcare in our heritage, we soon expanded 
to serve high-earning professionals in many 
other industries, providing all with leading-edge financial solutions, including our extensive network of community banks.

Today, the company Financial has firmly established 
its legacy as a leader in the financial services space. Founded on the philosophy of a better way to borrow, we are dedicated to helping accomplished professionals, small businesses, and institutions build upon their success through innovative financial solutions, a hassle-free process, and personalized concierge service.

Our relentless commitment to the success of our customers is part of what has made the company Financial thrive. We take a 360-degree view of our customers to tailor the best solutions for their financial aspirations. Today's professionals have multiple sources of income, not just their paycheck. Therefore, it is essential to factor those in when making responsible lending decisions. Our continued focus on data, analytics, and proprietary modeling has enabled faster funding for our customers.

From business to personal loans to relationships with community banks, the country’s top professionals and business owners rely on us for our exceptional financial solutions and concierge service to continue their success and legacy.

Who You Are

You are a motivated Finance or Accounting professional who is passionate about the financial industry. You excel at being detail-oriented and have experience with annual planning and financial modeling in a fast-moving environment. In this role, you will be a self-starter who is skilled in communicating with cross-functional partners who have different backgrounds, levels, and experiences. A successful candidate will be able to manage complex workflows that involve multiple stakeholders and build strong relationships across teams.

What You'll Do

• Help build out and maintain data analyses and reporting to project the company’s growing list of loan portfolios

• Assist in loan inventory management and short-term cash forecasting

• Develop, produce, and maintain optimization models that support business needs across the Capital Markets and Finance departments.

• 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, 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.

• Work with internal teams, provide analytical insights regarding the company’s loan portfolios to internal teams, including Accounting, Capital Markets, Legal.

• Execute continuous process improvement and ad hoc analysis for the organization.

• Ad hoc projects as requested

What You'll Need

• “This role is not eligible for employer-provided immigration sponsorship. To be considered, applicants must already possess valid U.S. work authorization that will not require sponsorship now or in the future.”

• Bachelor’s degree in Finance, Accounting or a quantitative field preferred

• 2 - 4 years of progressive data analytics or finance experience

• Strong quantitative skills, knowledge of financial modeling, and a solid background in lending, capital market specifically structured finance or financial services

• Strong command of Microsoft Excel and common database systems is required, while experience with PowerBI, Tableau or other reporting tools is a plus

• Self-motivated and strong work ethic, with an ability to work independently on multiple projects simultaneously

• Strong analytical, problem solving skills

• 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

Life at the company Financial

At the company Financial, we work hard and aren’t afraid to take risks. Since the beginning, our core values of PMA (positive mental attitude), team player, and loyalty have been the driving force behind every interaction we have between each other and our customers. We have a healthy respect for the daily grind, yet we value work/life balance. We believe that all employees should have the opportunity to lead and that good ideas can come from anyone. From the top down, our leaders are actively involved not only in strategic oversight and running the business, but also in the well-being and growth of all employees. We consider people our #1 asset, and help employees realize their full potential, set and exceed their goals, and explore new opportunities for personal and professional development.

Why You Should Join the company Financial

We strive to offer amenities, opportunities, events, and programming that support the interests of our teams, while furthering the culture that makes us Great Place to Work® certified. Some of the benefits you can expect when you join the company Financial include:

•Medical/Rx/Dental/Vision coverage for employees and their eligible family members

•Competitive PTO and vacation policies

•1 Friday off each month for Wellness Weekends

•Company 401(k) plan with employer contributions after one year

•Company-sponsored training and certification opportunities

•Quarterly award ceremonies where top achievers are celebrated and receive additional bonuses

•Ongoing volunteer opportunities to give back to the community through our the company Cares program

If you’re ready for a career where you can exercise your passions, be surrounded by co-workers who are relentlessly committed to service, and have a team-player mindset, apply today!

The company Financial is committed to equal treatment and opportunity in all aspects of recruitment, selection, and employment without regard to gender, race, religion, national origin, ethnicity, disability, gender identity/expression, sexual orientation, veteran or military status, or any other category protected under the law. The company Financial is an equal opportunity employer; committed to a community of inclusion, and an environment free from discrimination, harassment, and retaliation.