Financial Analyst II

Develop and maintain financial models in support of the company’s business development initiatives Assess the financial and economic performance of various business opportunities through a detailed understanding of revenue and cost drivers Determine the best approach to analyzing and synthesizing data and work independently to solve complex problems Work with large sets of data to drive analytics to assist in business decisions Creates and provides reporting on Advisor loan programs for multiple audiences, including the executive leadership team Monitors Advisor terminations and build reporting to help drive business conversation Answers inquiries from both external and internal customers regarding profitability, transactions, reconciliations, and reporting May be required to assist on moderate to complex special projects that include production of analysis and recommendations for senior management concerning strategic business decisions Develop and maintain excellent relationships with colleagues across business units All other duties as assigned Requirements Minimum of 3–5-years experience in finance or business analysis role Experience in working in financial/reporting systems (Microsoft Power BI, Microsoft SQL Server, or Salesforce) Advanced Skills in MS Office products, particularly Excel and PowerPoint Intermediate to advanced financial modeling and analysis skills Strong written and verbal communication skills Highly motivated with demonstrated experience managing multiple projects in a fast-paced, deadline-oriented work environment Self-starter who will anticipate challenges and work proactively to resolve issues Comfortable working within an entrepreneurial, “roll‑up your sleeves” environment Team player with a customer service mentality #J-18808-Ljbffr