Financial Analyst

Summit Consulting; Kentucky; Hybrid; USD 60,000 - 70,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401(k) with company match

Tuition reimbursement

Paid time off

Paid holidays

Stock purchase plan

Job summary

Invictus Analytics, a member of ABA Insurance Services, is seeking a Financial Analyst to support client engagements and internal strategic decisions.

This fully remote role within the United States focuses on financial modeling, forecasting, and KPI tracking to drive capital planning and risk assessment.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics.
• 1–4 years of experience in Financial Analysis or Accounting.
• Proficient in Excel, SQL, and financial planning software.
• Strong analytical and communication skills.

Responsibilities

• Conducts financial analysis to support client engagements and internal decisions.
• Builds, updates, and maintains financial models for forecasting and capital planning.
• Prepares reports, dashboards, and client deliverables.
• Collaborates with clients to implement analytical findings and monitor KPIs.

Skills

Financial analysis

Excel

SQL

Financial modeling

Budgeting

Education

Bachelor’s degree in Finance/Accounting/Economics

Tools

Financial planning software

Job description

## Financial AnalystApplyremote type: Remotelocations: Ohio, USA: Remote (USA)time type: Full timeposted on: Posted Todayjob requisition id: R9169**Be Here. Be Great.** Working for a leader in the insurance industry means opportunity for you. Great American Insurance Group's member companies are subsidiaries of American Financial Group. We combine a \"small company\" culture where your ideas will be heard with \"big company\" expertise to help you succeed. With over 30 specialty and property and casualty operations, there are always opportunities here to learn and grow.At Great American, we value and recognize the benefits derived when people with different backgrounds and experiences work together to achieve business results. Our goal is to create a workplace where all employees feel included, empowered, and enabled to perform at their best.## Invictus Analytics**,**a member of ABA Insurance Services, a fully owned subsidiary of Great American Insurance Group**,** is a strategic advisory firm that helps community banks unlock capital, prepare for emerging risks, and satisfy regulatory expectations with confidence. By combining deep regulatory insight with proprietary, SOC-certified technology and loan-level analytics, Invictus delivers customized stress testing, CECL calculations, and capital planning that go far beyond \"check-the-box\" compliance.https://www.invictusgrp.com/about-invictus-groupWe are seeking a Financial Analyst to join the Invictus team. This role is fully remote within the United States.**Essential Job Functions and Responsibilities*** Conducts financial analysis to support client engagements, strategic initiatives, and internal business decisions.* Participates in client meetings to understand financial and regulatory position, define analysis objectives, and establish deliverables.* Collaborates with bank clients to gather required data and inputs for analysis. Builds, updates, and maintains financial models to forecast performance, evaluate risk, and support capital planning.* Performs loan-level and portfolio-level analysis and prepares reports, dashboards, and client deliverables.* Supports the presentation and delivery of analysis results to clients and internal stakeholders.* Works with clients on an ongoing basis to support implementation and integration of analytical findings.* Tracks and analyzes key performance indicators (KPIs) and financial metrics. Assists with budgeting, long-term planning, and forecast updates based on changing business conditions and market trends.* Identifies financial risks and contributes to the development of mitigation strategies. Ensures accuracy, data integrity, and compliance with regulatory expectations and internal controls.* Collaborates cross-functionally to support operational and strategic initiatives.* Communicates financial concepts clearly to both technical and non-technical audiences.* Identifies opportunities for process improvements to enhance efficiency and scalability within the finance function.* Performs other duties as assigned.**Job Requirements*** Bachelor’s degree in Finance, Accounting, Economics, or a related field.* Generally, 1-4 years of experience in Financial Analysis or Accounting.* Proficient in financial software and tools (e.g., Excel, SQL, financial planning software).* Strong analytical skills with the ability to use data to analyze situations, identify problems, and develop effective solutions.* Strong communication and presentation skills.This job is non-exempt in Washington.**Business Unit:**ABA Insurance Services**Salary Range:**$60,000.00 -$70,000.00**Benefits:**We offer competitive benefits packages for full-time and part-time employees\\*. Full-time employees have access to medical, dental, and vision coverage, wellness plans, parental leave, adoption assistance, and tuition reimbursement. Full-time and eligible part-time employees also enjoy Paid Time Off and paid holidays, a 401(k) plan with company match, an employee stock purchase plan, and commuter benefits. Compensation varies by role, level, and location and is influenced by skills, experience, and business needs. Your recruiter will provide details about benefits and specific compensation ranges during the hiring process. Learn more at http://www.gaig.com/careers. **\\*Excludes seasonal employees and interns.**