Financial Model Senior Analyst - Remote

Moss Adams LLP; San Francisco (CA); Remote; USD 107,000 - 183,000; Full time

Job summary

A leading firm is seeking a Financial Model Senior Analyst to join their Financial Services Advisory Group. The role focuses on model risk management and validation, particularly for credit risk models in the changing landscape of financial institutions. The firm emphasizes a values-driven culture, where employees thrive by supporting each other and clients. This position provides opportunities for skill expansion and diverse experiences across the financial services sector.

Qualifications

• Minimum two years of experience in a data analysis role.
• Proficiency with Microsoft Office, especially Excel; experience with Power BI or Tableau preferred.
• Strong verbal and written communication skills.

Responsibilities

• Lead and oversee client modeling and forecasting projects.
• Participate in selection, implementation, and optimization of modeling systems.
• Draft and review summary reports meeting client needs.

Skills

Collaboration

Critical Thinking

Emotional Intelligence

Results Focus

Growth Mindset

Intellectual Curiosity

Education

Bachelor's degree in math or statistics or equivalent experience

Tools

Microsoft Excel

Power BI

Tableau

Adaptive Insights

Job description

Job Number:

Financial Model Senior Analyst - Remote (

Job Number:

28180 )

Employee Status

Employee Status

: Regular Schedule : Full Time

Primary Location

: San Francisco, CA

Other Locations

: Remote

Description

At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care—about you, about our clients, and about our communities. Here, you’ll work towards our mission of empowering others to embrace opportunity, growing as a leader along the way. Our firm’s size, middle-market clients, customized career paths, and supportive culture make this a reality. Join a values-driven firm where you’ll have fun while solving complex and interesting business challenges.

The Quantitative Financial Analyst Senior is part of the Financial Services Advisory (FSA) Group. This role specializes in model risk management and model validation, with an emphasis in credit risk and the Current Expected Credit Loss (CECL) models being implemented within financial institutions industry-wide. This position will work with clients to validate existing CECL models, assist in the selection and implementation of CECL models, and gain expertise in allowance for credit losses methodologies overall. There is significant opportunity to expand skills, work on other types of models, and other sectors within the financial services industry as well.

Individuals who thrive at Moss Adams exhibit the following success skills – Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual Curiosity, and Results Focus.

Responsibilities:

• Participates in the selection, implementation, configuration, testing, validation, support, customization and optimization our clients’ modeling and forecasting systems
  
• Develops and maintains detailed technical knowledge of the specifications, operation, and diagnostics of model validation
  
• Leads and oversees the team for client modeling and forecasting projects and acts as client point of contact for applicable projects
  
• Drafts and reviews summary reports to meet client needs
  
• Conducts and contributes to client modeling and forecasting projects and recommends business process improvement efforts
  
• Participates in process improvement projects, identifies and implements reporting and data efficiencies to reduce client time compiling data and executing modeling
  
• Communicates with colleagues and peers regarding new technologies that could affect, improve or benefit clients of the firm, including automation
  
• Documents procedures, reports, and operations

Qualifications:

• Bachelor's degree or equivalent experience required; major in math or statistics preferred
  
• Minimum of two year’s experience in a data analysis role required
  
• Knowledge and understanding of business intelligence functions including, but not limited to analytics, data mining, reporting, report conversion, data cleansing, data modeling, and relational databases
  
• Proficiency with Microsoft Office suite of products (PowerPoint, Word, Outlook); Experience with advanced features of Microsoft Excel required
  
• Experience with Power BI, Tableau, Adaptive Insights preferred
  
• Strong verbal and written communication skills including the ability to communicate technical information to a non-technical audience.
• Ability to articulate model validation procedures and changes a must
  
• Self-directed professional with strong interpersonal skills
  
• Ability to collaborate and work effectively across functions/departments/teams while building trusted relationships and positively influencing others
  
• Proven commitment to providing exceptional client service
  
• Strong organizational skills and attention to detail; ability to effectively prioritize assignments and produce accurate work in a timely manner
  
• Experience with process improvement and root cause analysis
  
• Ability to understand problems, think critically, and identify creative solutions
  
• Ability to travel as needed, approximately 30%

Moss Adams is an Equal Opportunity Employer as to all protected groups, including protected veterans and individuals with disabilities.

Moss Adams complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [e-mail].

Certain jurisdictions in the United States require employers to disclose the pay range in job postings. This is the typical range of pay for the position. Actual compensation may depend on factors such as qualifications, work experience, skills, and geographic location. This position may be eligible for an annual discretionary bonus. For more information about our benefit offerings and other total rewards, visit our careers page.

#LI-JR1

Compensation Range : Compensation range for California: $107,000 -$183,000 - Compensation range for Colorado: $100,000 -$152,000 - Compensation range for Washington: 100,000 -$160,000 - Compensation range for New York: $100,000 -$168,000 - Compensation range for remote - 100,000 - 175,000.00