Financial Template & Data Analyst - Lending

Apex Systems; Addison (TX); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

ESPP (employee stock purchase)

401K with company match

HSA

EAP with counseling

Discount programs

On-demand training

Certification discounts

Job summary

Everforth Apex is seeking a Business Analyst to contribute to financial template creation and maintenance for commercial lending and credit analysis platforms. The role collaborates with business and technology stakeholders to translate requirements into functional solutions onsite in Addison, TX.

The ideal candidate will have Moody's CreditLens FTA/RAFTA experience, strong knowledge of financial statements, and proficiency in Excel and SQL.

Qualifications

• Experience with Moody's CreditLens FTA/RAFTA or similar financial spreading tools.
• Strong understanding of Financial Statements (Balance Sheet, Income Statement, Cash Flow).
• Proficiency in Excel and SQL for data analysis and validation.
• Analytical, detail-oriented with strong problem-solving and communication skills.
• Ability to work independently and manage multiple priorities in a fast-paced environment.

Responsibilities

• Perform Financial Template Authoring and configuration for commercial lending or credit analysis platforms.
• Manage Financial Data Modeling, account mapping, and COA design and standardization.
• Oversee Business Rules Configuration, including calculations, validations, ratios, and reporting logic.
• Handle Chart of Accounts design, account hierarchy management, and financial data standardization.
• Conduct financial reporting, reconciliation, and analysis of financial information.
• Implement data quality controls, validation rules, exception analysis, and issue resolution.
• Develop projection and forecasting logic, including assumptions management.
• Gather business requirements and translate them into functional solutions.
• Perform data analysis and validation using Excel and SQL.
• Create and maintain technical documentation and UAT test cases.

Skills

Financial Template Authoring

Data analysis

Excel

SQL

Analytical thinking

Communication skills

Independent work

Moody's CreditLens FTA/RAFTA

Tools

Moody's CreditLens FTA/RAFTA

JIRA

SQL querying

Job description

Everforth Apex is seeking a Business Analyst to contribute to financial template creation and maintenance for commercial lending and credit analysis platforms. The role collaborates with business and technology stakeholders to translate requirements into functional solutions onsite in Addison, TX.

The ideal candidate will have Moody's CreditLens FTA/RAFTA experience, strong knowledge of financial statements, and proficiency in Excel and SQL.