Efficiency & Organization Analyst

Sabadellbank; Miami (FL); On-site; USD 65,000 - 85,000; Full time

Job summary

Banco Sabadell seeks an Efficiency & Organization Analyst to join our Florida team. You will support budgeting for Opex and Capex, maintain relationships with budget owners, and analyze monthly spend to highlight variances and opportunities for efficiency.

You will collaborate with accounting on month-end close, prepare management presentations, and assist with PMO financials. This role offers growth in a fast-paced banking environment in Miami.

Qualifications

• Experience in FP&A, including forecasting and budgeting.
• Bachelor’s in Accounting or Finance with 1–2 years of relevant experience.
• Advanced Excel and PowerPoint skills (Pivot, VLOOKUPs, charts).
• Strong analytical, financial control and reporting abilities.

Responsibilities

• Support budgeting and planning of expenses (Opex and Capex) for departments."
• Develop and maintain relationships with departmental budget owners to manage Opex budget.
• Analyze Opex monthly to track budget, variances, trends, issues and opportunities for efficiency.
• Collaborate with accounting to assist month-end close, resolve discrepancies, and reclass as needed.
• Inform budget owners of monthly spend to understand deviations.
• Build and own monthly reporting/presentations highlighting performance vs budget.
• Assist PMO by maintaining reports for financial information of projects.
• Perform ad-hoc financial analyses and presentations for management.
• Coordinate audits and provide necessary documentation.
• Maintain historical transaction records and manage invoicing and WIP.

Skills

FP&A experience

Budgeting

Excel

PowerPoint

Analytical skills

Automation interest

Education

Bachelor's in Accounting or Finance

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Miami, FL, US

3 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