Data Analyst

5 Star Recruitment; Coppell (TX); On-site; USD 45,000 - 65,000; Full time

Job summary

A recruitment agency is seeking a candidate to execute financial reporting and manage various data gathering responsibilities. This role involves monitoring financial submissions, ensuring accurate data entry in financial systems, and maintaining daily operations. Key skills include knowledge of financial statements and proficiency in Microsoft Office applications. Attention to detail and effective communication are crucial to succeed in this role, which is based in Coppell, Texas.

Qualifications

• Proficiency in handling financial statements including Income Statements and Balance Sheets.
• Experience with credit and financial statement analysis.
• Advanced skills in Microsoft Office applications.
• Effective communication skills.
• Self-starter with a high attention to detail.

Responsibilities

• Execute periodical reporting and data gathering responsibilities.
• Monitor and process the receipt of financials.
• Enter financial data into AFRS and track approvals.
• Produce and review daily surveillance emails.
• Reconciling reporting and trackers to ensure reports are accurate and up to date.
• Other duties as assigned.

Skills

Knowledge of financial reporting

Knowledge of credit and financial statement analysis

Proficiency in Microsoft Office

Effective communication skills

Attention to detail

Self-starter

Job description

This role is responsible for executing periodical reporting and data gathering responsibilities including, but not limited to:

• Monitoring and processing the receipt of financials, including communication with members for missing and late reports, saving financials in appropriate repositories, facilitating extensions and waivers, and processing fines for late financials.
• Entering financial data accurately into AFRS (Automated Financial Reporting System) and tracking through approval and workflow closure.
• Overseeing the production and review of daily surveillance emails and tracking workflows to completion (negative news, missing reports, account changes, and other items pending action for completion).
• Daily review for items that need same-day action.
• Reconciling reporting and trackers to ensure reports are accurate and up to date.
• Other duties as assigned.

Key Background and Skills

• Knowledge of financial reporting components including Income Statements, Balance Sheets, etc.
• Knowledge of credit and financial statement analysis for various financial institutions.
• Proficiency in Microsoft Office applications (Outlook, Word, Excel, etc.).
• Effective communication skills.
• Self-starter with a high attention to detail.