Senior Financial Analyst

AccessLex Institute; West Chester (Chester County); On-site; USD 65,000 - 85,000; Full time

Job summary

AccessLex Institute is seeking a Financial Analyst to assist the Managing Director with analytics on loan portfolios and finance activities. The role involves variance analysis, financial modeling, and process improvements. A Bachelor's degree in Finance, Accounting, Math, or Economics is required, with 4-6 years of relevant experience preferred.

The ideal candidate will have strong communication skills and proficiency in MS Office tools. Join AccessLex Institute to make a significant impact in financial operations.

Qualifications

• 4-6 years of related work experience in the financial services industry.
• Proven analytical and financial modeling ability.
• Strong working knowledge of P&L's and GAAP.

Responsibilities

• Assist Managing Director with analytic needs on the company's loan portfolio.
• Perform financial variance analysis and explain deviations.
• Lead the improvement of forecasting and budgeting tools.

Skills

Financial analysis

Business evaluation

Analytical skills

Communication skills

Financial modeling

Process improvement

Education

Bachelor's degree in Finance, Accounting, Math, or Economics

Master's degree preferred

Tools

MS Excel

MS Word

MS Access

MS Outlook

Job description

Assists Managing Director, Portfolio Management with analytic needs on the company's loan portfolio, default/recovery portfolio, investment portfolio and general finance activities.

Qualifications

Required Skills:

• Perform activities consistent with financial accounting and reporting including the communication of results with department heads and corporate leaders.
• Serve as the “go to” person for financial analysis matters (strategic or tactical)
• Business evaluation and investment portfolio analysis generating results via calculation of ROI, NPV, DCF, IRR.
• Perform financial variance analysis and provide concise explanations for deviation from expectations.
• Take leadership role to improve and manage the forecasting and budgeting tools and processes.
• Participates in company-sponsored projects as Portfolio Management's representative, as needed.
• Identifies process improvements and automation for reporting processes.
• Special projects as directed.

Required Experience:

• Education: Bachelor's degree in Finance, Accounting, Math, Economics; Master's degree preferred.
• 4-6 years of related and relevant work experience with financial services industry is a plus.
• Proven analytical and financial modelling ability.
• Excellent verbal, written and interpersonal skills.
• Strong working knowledge of P&L's/GAAP.
• Prior experience in loan analysis and/or trust administration a plus.
• Familiarity with operational aspects of student loans and asset backed securitization a plus.
• Skilled at using MS Office Management Tools - MS Word, MS Excel, MS Access, MS Outlook.
• Knowledge of databases, query languages and reporting applications.

Apply Here: http://www.Click2Apply.net/xcqc6jph7skqztv9

PI99257612

Additional Information

All your information will be kept confidential according to EEO guidelines.