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Financial Analyst
$68k-83k (estimate)
Full Time 6 Months Ago
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BizTek People, Inc. | APA International Placement Consultants is Hiring a Financial Analyst Near New York, NY

This role is HYBRID- 3 to 4 days a week onsite.

Role: Investment &Corporate Banking - COO Office, Financial Analyst

Seeking a Financial Analyst to work inthe Investment & Corporate Banking COO Office of a growing business. Thisposition plays a key function in managing the banking pipeline, financereconciliation, analysis, and reporting.

Summary Responsibilities:

  • Provide analytical support as a key member of strategic planning and reporting team. Develop financial models that are used to measure division's performance. Monitor revenue pipeline and project future revenues for the division.
  • Maintain daily financial control data for updating deal status, Flash and projection purposes.
  • Lead aspects of data management; Coordinate with Banking client coverage officers and product partners to ensure the deal pipeline is up to date in CRM System (Salesforce)
  • Use data and analysis to create and format PowerPoint presentations incorporating data tables, charts, and design elements.
  • Own monthly reconciliation of product income against estimates by analyzing variances related to revenue and compare and correct data to reconcile transactions and ensure proper product categorization.
  • Produce routine business/financial reports, design customized reports and dashboard, and work on ad-hoc requests from senior executives.
  • Collaborate with team members to work on various strategic planning and automation projects.

Requirements:

  • Bachelor's degree in Business, Accounting, or Information Technology
  • Year of data management or finance/middle office experience in leading financial institutions (front office preferred) and/or experience in Big 4 public accounting.
  • Working knowledge of investment and corporate banking and capital market products or strong interest in learning the industry
  • Self-starter and great problem-solving skills, able to work independently with limited supervision
  • Strong data reporting experience, ability to analyze large data sets and present conclusions concisely - knowledge in Salesforce, Capital IQ, Power BI and SAS database a plus.
  • Ability to multitask in a fast-paced corporate environment.
  • Flexible, organized, and extremely detail oriented.
  • Demonstrate sense of urgency in meeting challenging deadlines and achieving goals
  • Fantastic verbal and written communicator who enjoys collaborating with others.
  • Great team player and willing to share knowledge/ help others in the group.

MINIMUM JOB REQUIREMENTSOR EXPERIENCE:

All or part of (depending on thelevel) the following is required:

  • 1-3 years’ experience in a financial institution or accounting role
  • Experience writing and supporting business communication.
  • Strong skill set in MS Office (Excel and PowerPoint)
  • Accuracy and attention to details in work product
  • Strong drive and motivation to excel.
  • Excellent knowledge of corporate finance, capital markets and financial services
  • Tolerance and understanding in multi cultures.

Job Summary

JOB TYPE

Full Time

SALARY

$68k-83k (estimate)

POST DATE

11/21/2023

EXPIRATION DATE

06/25/2024

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The job skills required for Financial Analyst include Analysis, Accounting, Presentation, Financial Services, Futures, Problem Solving, 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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