Financial Analyst - Entry Level,Financial Analysis,Data Analysis,Financial Markets,Bloomberg Terminal,Financial-Perform accounting and reporting related to the investment securities portfolio, including journal entries, reconciliations, dividend and tax payment processing, and securities-related accounting activities.
Support ALM and financial reporting initiatives by validating and analyzing financial data, reconciling information between systems, and assisting with forecasting and balance sheet reporting.
Use advanced Excel functions including Pivot Tables, VLOOKUP/XLOOKUP, data comparisons, and large dataset manipulation to identify discrepancies and support decision-making. Combine, cleanse, and validate data from multiple sources to support regulatory, accounting, and management reporting requirements.
Partner with finance leadership on ad hoc analyses, process improvements, and automation opportunities, including use of financial systems and analytical tools.
Assist with financial forecasting, reporting packages, reconciliations, and special projects as needed.
Preferred Qualifications bachelor’s degree in accounting, Finance, or related field.
3+ years of accounting or financial analysis experience.
Experience with securities accounting, investment portfolios, banking, treasury, or ALM reporting preferred.
Strong understanding of journal entries, reconciliations, and financial reporting. Advanced Excel skills including Pivot Tables, VLOOKUP/XLOOKUP, formulas, and large data set analysis. Experience using data analytics, reporting, or automation tools is a plus.
• At least 2 years of experience in financial analysis or a closely related analytical role.
• Accounting /finance background
• Working knowledge of financial analysis methods, reporting practices, and data interpretation.
• Familiarity with financial markets and the ability to evaluate market-related information effectively.
• Understanding of financial reporting processes and foundational accounting functions.
• Strong communication skills with the ability to present findings in a clear and detail-focused manner
