Entry-Level Financial Analyst: Loans & Reporting

TW Work Solutions; Houston (TX); On-site; USD 52,000 - 68,000; Full time

Job summary

TW Work Solutions is partnering with a confidential investment management client to identify an Entry-Level Financial Analyst to join its growing team. This role focuses on assisting with bank loans, loan agreements, and financial reporting.

The ideal candidate has a finance or accounting background, strong Excel skills, and an eagerness to learn about lending, investment operations, and financial operations. This entry-level position offers broad exposure in a supportive team environment.

Qualifications

• Bachelor's degree in finance, accounting or related field.
• 0–3 years in banking, credit analysis, lending, accounting or financial analysis.
• Strong Excel and financial analysis skills.
• Detail-oriented with strong written and verbal communication.

Responsibilities

• Assist with managing and tracking bank loans, credit facilities, balances, interest payments, and repayment schedules.
• Review loan agreements and monitor covenants, reporting requirements, and deadlines.
• Analyze financial statements—balance sheets, income statements, cash flows.
• Support accounting activities, reconciliations, journal entries, and financial reporting.
• Assist with cash-flow analysis, borrowing needs, liquidity reporting, and lender requests.
• Maintain accurate financial, loan, and investment data across systems.
• Prepare Excel schedules, management reports, and financial analyses.
• Collaborate with banks, lenders, accountants, and internal teams.
• Identify discrepancies and help improve reporting and processes.

Skills

Excel

Analytical skills

Problem-solving

Attention to detail

Communication skills

Education

Bachelor's degree in finance/accounting/economics/business

Job description

TW Work Solutions is partnering with a confidential investment management client to identify an Entry-Level Financial Analyst to join its growing team. This role focuses on assisting with bank loans, loan agreements, and financial reporting.

The ideal candidate has a finance or accounting background, strong Excel skills, and an eagerness to learn about lending, investment operations, and financial operations. This entry-level position offers broad exposure in a supportive team environment.