Financial Analyst - Capital Banking Relations

Pay: $28-$38/hour

Schedule: Wednesday-Sunday, 100% Onsite

Employment Type: Full-Time

Reports To: Chief Capital Officer

Position Overview

Are you looking to start a career in banking, commercial lending, capital markets, or corporate finance?

We are seeking an ambitious and analytical Entry-Level Financial Analyst to support our Chief Capital Officer in managing banking relationships, financing activities, financial reporting, and strategic growth initiatives. This role provides a unique opportunity to gain hands-on exposure to commercial banking, lending, capital investments, corporate finance, and business operations while working directly with executive leadership.

The ideal candidate will have a finance, accounting, economics, or business-related degree and a strong interest in pursuing a long-term career within the banking or finance industry. This position offers significant mentorship and growth potential for someone eager to develop into a future finance leader.

Key Responsibilities

Financial Analysis & Reporting

• Analyze financial statements, including balance sheets, income statements, and cash flow statements.
• Assist with preparing cash flow analyses, debt schedules, and financing reports.
• Conduct financial research and support strategic business initiatives.
• Identify financial trends, variances, and potential areas of concern.
• Assist with lender and financing packages by gathering and organizing financial data.
• Support management reporting and special financial projects.

Banking & Lending Relations

• Assist in maintaining relationships with banks, credit unions, lenders, and capital investment partners.
• Support financing applications, loan renewals, credit requests, and lender communications.
• Coordinate meetings, presentations, and reporting requests from financial institutions.
• Track financing opportunities, lending activities, and required follow-ups.
• Maintain accurate records related to banking relationships and financing arrangements.

Systems & Data Management

• Utilize Microsoft Dynamics 365 to manage contacts, activities, and relationship information.
• Use Sage Intacct to retrieve financial information and support reporting needs.
• Create and maintain Excel-based financial reports, reconciliations, and analyses.
• Ensure financial and lender documentation is properly organized and maintained.

Administrative & Operational Support

• Support executive scheduling, meeting coordination, and project tracking.
• Prepare professional correspondence, presentations, and meeting materials.
• Assist with document management, reporting deadlines, and follow-up activities.
• Coordinate cross-functional projects involving finance, accounting, and operations teams.

Accounting Support

• Provide assistance during month-end, year-end, audit, and reporting cycles.
• Support reconciliations, account analysis, and financial record maintenance.
• Assist with accounts payable and accounts receivable documentation when needed.
• Help ensure accurate and timely financial reporting.

Qualifications

Required

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, Banking, or a related field.
• 0-3 years of experience in finance, banking, accounting, lending, or financial analysis.
• Strong interest in commercial banking, lending, capital markets, or corporate finance.
• Advanced proficiency in Microsoft Excel.
• Strong analytical, problem-solving, and organizational skills.
• Excellent written and verbal communication abilities.
• High level of accuracy and attention to detail.
• Ability to manage multiple priorities in a fast-paced environment.

Preferred

• Internship or professional experience with:
  • Commercial banks
  • Credit unions
  • Lending institutions
  • Investment firms
  • Financial services organizations
• Experience with Microsoft Dynamics 365.
• Experience with Sage Intacct.
• Experience reviewing financial statements and financial reports.
• CRM database experience.

Ideal Candidate Profile

You may be a recent graduate or early-career professional who is interested in pursuing a career in:

• Commercial Banking
• Credit Analysis
• Corporate Finance
• Capital Markets
• Investment Banking
• Private Equity
• Financial Planning & Analysis (FP&A)
• Business Finance

You enjoy working with numbers, understanding how businesses operate, building relationships with financial institutions, and helping organizations secure and manage capital for growth.

Growth Opportunity

This role offers direct mentorship from senior leadership and the opportunity to develop expertise in:

• Banking Relations
• Commercial Lending
• Capital Markets
• Financial Analysis
• Corporate Finance
• Strategic Growth Planning

The position is designed for someone seeking long-term career growth, with opportunities to assume increasing levels of responsibility and leadership as experience and expertise develop.

Compensation & Schedule

• Pay Range: $28.00-$38.00 per hour
• Schedule: Wednesday through Sunday
• Work Environment: 100% Onsite
• Employment Type: Full-Time
• Travel: Occasional travel may be required based on business needs.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, Los Angeles County Fair Chance Ordinance, and San Francisco Fair Chance Ordinance.