Senior Financial Analyst, Portfolio Strategy & Forecasting

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

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.