Efficiency & Organization Analyst

Banco sabadell; Miami (FL); On-site; USD 60,000 - 85,000; Full time

Job summary

Qualifications

• Experience in FP&A including forecasting and budgeting (Opex and Capex).
• Bachelor's degree in Accounting or Finance with 1–2 years of relevant experience.
• Advanced Excel and PowerPoint skills (Pivot, VLOOKUP, charts).
• Strong analytical, financial control, and reporting abilities.
• Experience with macros and data sets; interest in automation.

Responsibilities

• Support budgeting and planning of expenses such as Opex and Capex across departments.
• Develop and maintain relationships with budget owners to manage Opex budget.
• Analyze Opex monthly to track budget, variances, trends, and efficiency opportunities.
• Collaborate with accounting to assist month-end close and resolve discrepancies.
• Inform budget owners of monthly spend and deviations from plan.
• Build and own monthly reporting to highlight performance vs. budget.
• Assist PMO with reports for projecting financial information.
• Perform ad-hoc analyses and presentations for management.
• Coordinate and assist audits, provide necessary documentation.
• Maintain historical records and manage invoicing and vendor onboarding.
• Coordinate with America & Asia Representative Offices.

Skills

FP&A

Excel

PowerPoint

Analytics

Macros & VBA

Education

Bachelor's in Accounting/Finance

Tools

Excel (Advanced)

PowerPoint (Advanced)

Job description

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Miami, FL, US

5 days ago Requisition ID: 1718

Sabadell is a global financial institution headquartered in Barcelona, Spain and one of Europe’s oldest and most successful banking groups since its founding in 1881. Sabadell covers all areas of the financial business sector under a common denominator: professional performance and quality. In the United States, Sabadell has operated with an International Full Branch since 1993. We offer Corporate Banking services to international companies in the American market, and Private Banking services primarily to Latin American high net worth individuals and families.

Banco Sabadell is seeking an Efficiency & Organization Analyst candidate to join a dynamic team within one of the fastest growing banks in Florida.

Responsibilities

• Support the budgeting and planning of expenses such as Opex and Capex for departments across the company.
• Develop and maintain relationships with departmental budget owners to manage Opex budget.
• Analyze Opex monthly to track budget, identify variances/trends, issues, opportunities for efficiency and improvement, and reallocate budget to critical unexpected costs.
• Collaborate effectively with the accounting team to assist in the month end close process, research and resolve discrepancies and inquiries, as well as, request reclasses as needed to align spend vs budget.
• Inform budget owners of monthly spend to understand budget deviations.
• Build and own monthly reporting/presentation to highlight performance versus budget.
• Assist PMO by maintaining reports used to assist in developing, monitoring, interpreting, and presenting the projects financial information.
• Perform ad-hoc projects, financial analyses and presentations for management.
• Coordinate and assist with internal and external audits, providing necessary documentation.
• Maintain accurate historical transaction records on assigned budget line items. Additionally, manage invoicing process (i.e. receive, process, and verify invoices, assist with vendor onboarding, answer vendor payment status inquiries, etc.) and monitor work in progress (WIP).
• Proactively bring together appropriate people and resources to support the needs of the America & Asia Representative Offices.
• Other duties as assigned.

Minimum Qualifications

• Experience in FP&A, including forecasting/budgeting (Opex and Capex) and basic accounting principles (accruals, capitalization, prepaid expenses, accounts payable, etc.)
• Bachelors in Accounting, Finance or related major with 1-2 years of relevant experience
• Advanced experience with Excel and PowerPoint (i.e. Excel Pivots, VLOOKUPs, complex formulas and PowerPoint charts, Tables, Formatting, flowcharts, etc.)
• Strong analytical, financial control and reporting skills, and the ability to properly communicate findings clearly to leadership
• Prior experience working with macros and data sets, interest in automation preferred

Sabadell is an Equal Employment Opportunity Employer