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Financial Analyst
$59k-72k (estimate)
Full Time | Banking 0 Months Ago
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BEAL NEVADA SERVICE CORPORATION is Hiring a Financial Analyst Near Plano, TX

Beal Bank's Operations team is currently seeking qualified, high-energy candidates for a Financial Analyst position. This is an exciting opportunity to work closely with senior professionals of the bank to review and evaluate a wide range of topics. Individuals will be given as much responsibility as their experience and growing capabilities permit.

Essential Duties & Responsibilities (included but not limited to):

  • Analytical tasks related to Bank operations, liquidity management and retail banking using Excel model building and maintenance of existing financial models
  • Evaluation of the financial position and operating condition of existing and potential critical vendors
  • Monitoring and reporting on the advertising, marketing and rate setting behavior of retail banking competitors
  • Becoming the primary back-up to the brokered CD issuance process
  • Assistance in the evaluation and implementation of internal and external tools to improve the efficiency of certain bank functions
  • Reviewing existing bank operating processes and/or third party relationships for efficiencies and/or cost savings
  • Assist the finance team in the developing and analyzing flexible financial models and perform ad hoc financial forecasting, analyses and modeling 
  • Maintain scenario analyses integrating various hypothetical “what if” scenarios (e.g., changes in interest rates, market volatility, and potential acquisitions or divestures)
  • Prepare analytical reports and presentations for distribution to the Board of Directors, executive management and various regulatory bodies
  • Retrieve and manipulate data from multiple sources and produce relevant analyses and charts at the request of the COO and other senior management
  • Participate in various process improvement activities and other special projects (e.g., bank presentations, stress testing and liquidity analyses)
  • Ad hoc reporting and other miscellaneous projects as assigned

 Qualifications (Education, Computer Skills, Certifications, Etc.):

  • Excellent technical and analytical/quantitative skills
  • Strong verbal and written communication skills with an ability to explain complex matters to multiple constituencies
  • Ability to see the "big picture" while maintaining a high attention to detail
  • Ability to develop creative solutions to problems with an interest in identifying, studying, and improving complex work processes
  • Exceptional work ethic, with an ability to function effectively with deadlines and minimal supervision
  • Bachelor’s degree in Finance or other quantitative disciplines required. MBA or Master’s degrees in Finance or other quantitative disciplines is a plus
  • 1-3 years of experience in the financial industry, with specific experience in the banking industry strongly preferred
  • Must have strong proficiency with Microsoft Office suite, with advanced Excel skills strongly preferred
  • Experience with Microsoft SQL and/or Business Intelligence software is a significant plus

*No Relocation assistance offered

Benefits options include: 

  • Medical, dental and vision coverage
  • 401K with company match
  • 10 paid holidays 
  • Accrue up to 17 vacation/sick days per year in your first year on a pro rata basis
  • Applicant may be eligible for annual discretionary bonus

Notice to California Residents: Beal Bank, Beal Bank USA, Beal Service Corporation, Beal Nevada Service Corporation, CLMG Corp., and CSG Investments, Inc. may collect personal information about you as part of the job application or employment process. Please see the California Privacy Rights Act Policies at CPRA PolicyCPRA Policy | CLMG CorpCPRA | CSG Investments for details.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Banking

SALARY

$59k-72k (estimate)

POST DATE

05/01/2023

EXPIRATION DATE

05/10/2024

HEADQUARTERS

PLANO, TX

SIZE

25 - 50

FOUNDED

1988

CEO

STEPHEN COSTAS

REVENUE

$10M - $50M

INDUSTRY

Banking

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The job skills required for Financial Analyst include Presentation, Microsoft Office, Written Communication, Attention to Detail, Process Improvement, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Analyst. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Analyst. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Financial Analyst positions, which can be used as a reference in future career path planning. As a Financial Analyst, it can be promoted into senior positions as a Financial Analyst III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Analyst. You can explore the career advancement for a Financial Analyst below and select your interested title to get hiring information.

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If you are interested in becoming a Financial Analyst, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Analyst for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Financial Analyst job description and responsibilities

Broadly speaking, a financial analyst works with financial data to help organizations make business decisions.

02/23/2022: Mcallen, TX

Build financial models to perform financial forecasts, predict business scenarios, and provide other data analysis to help make business decisions.

02/10/2022: Newark, NJ

Every financial analyst’s job will hold different responsibilities depending on their specialty and where they work.

12/27/2021: Dallas, TX

They often develop and execute complex methodologies that enable them to generate useful pointers from the financial data and problem statements that their clients provide.

12/11/2021: Manchester, NH

Financial analysts who have little to no professional experience are responsible for gathering data, financial modeling and creating or maintaining spreadsheets.

01/12/2022: Laramie, WY

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Financial Analyst jobs

To become a senior or junior level financial analyst, one may be required to earn a Master’s of Business Administration.

12/07/2021: Baltimore, MD

Obtaining a finance degree (bachelor’s or MBA) and working towards becoming a financial analyst requires the development of skills, expertise, and specific abilities.

03/03/2022: Omaha, NE

To be a financial analyst, one should be good with numbers, comfortable presenting research, analytical, and have great ability to research large amounts of data and pay attention to small details.

12/27/2021: Youngstown, OH

Earning a finance degree and taking the steps to become a financial analyst requires specific abilities and the development of specialized skills.

12/11/2021: Burlington, VT

With relevant work experience and appropriate training, finance students can become equipped to pursue the path of becoming a financial analyst.

03/06/2022: Burlington, VT

Step 3: View the best colleges and universities for Financial Analyst.

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