Senior Financial Analyst

DataFielder Inc
San Antonio, TX, United States
Full-time

We are currently seeking a highly skilled Senior Financial Analyst to join a dynamic team. The ideal candidate will play a crucial role in budgetary tracking and financial analysis for an esteemed global financial services organization.

This position requires a detail-oriented professional with a strong background in financial services banking and advanced Excel skills.

This is a contract opportunity.

Key Responsibilities :

  • Conduct comprehensive financial analysis to support budgeting and forecasting processes for our global financial services client.
  • Develop and maintain advanced Excel models for budget tracking, variance analysis, and financial forecasting.
  • Collaborate with cross-functional teams to gather financial data and insights, ensuring accuracy and relevance in financial reporting.
  • Provide actionable financial insights and recommendations to senior management to support strategic decision-making.
  • Monitor financial performance by comparing and analyzing actual results with plans and forecasts.
  • Identify financial trends and analyze potential risks and opportunities within the client's financial landscape.
  • Prepare detailed financial reports and presentations for both internal and external stakeholders.
  • Ensure compliance with financial regulations and standards within the financial services industry.
  • Continuously seek ways to improve financial reporting and analysis processes, leveraging technology and best practices.

Qualifications :

Bachelor's degree in Finance, Accounting, Economics, or a related field. A Master's degree or professional certifications (e.

g., CFA, CPA) is a plus.

  • A minimum of 5 years of experience in financial analysis, preferably within the financial services or banking sector.
  • Advanced proficiency in Microsoft Excel, including complex formulas, pivot tables, and financial modeling.
  • Strong analytical skills with the ability to interpret financial data and provide insights and recommendations.
  • Excellent communication skills, with the capability to present financial information clearly and concisely to non-financial stakeholders.
  • Proven track record of managing complex financial analysis projects with accuracy and attention to detail.
  • Knowledge of financial regulations and reporting requirements specific to the financial services industry.
  • Ability to work effectively in a fast-paced, global team environment.
  • 30+ days ago
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