Senior Financial Analyst — Budget & Strategic Insights

Allegacy Financial; Winston-Salem (NC); On-site; USD 65,000 - 90,000; Full time

Job summary

Allegacy Financial is seeking a detail-oriented analyst to conduct financial, statistical, analytical and asset/liability management functions, and perform complex budgetary work.

The role involves trend analysis, budgeting support, and reporting to leadership, with a focus on profitability and solvency. Advanced Excel and SQL skills are required, along with the ability to present findings clearly to management.

Qualifications

• Proven ability to analyze financial data and create actionable insights.
• ,

Responsibilities

• Deliver outstanding service to internal and external stakeholders and meet service promises.

Skills

Financial modeling

Budget planning

MS Excel

MS PowerPoint

MS Word

MS Access

SQL

Data analysis

What-if analysis

Attention to detail

Tools

MS SQL

MS Access

Job description

Allegacy Financial is seeking a detail-oriented analyst to conduct financial, statistical, analytical and asset/liability management functions, and perform complex budgetary work.

The role involves trend analysis, budgeting support, and reporting to leadership, with a focus on profitability and solvency. Advanced Excel and SQL skills are required, along with the ability to present findings clearly to management.