What are the responsibilities and job description for the Financial Analyst position at Blue Bridge Financial, Inc.?
We are seeking a motivated and analytical Financial Analyst to support our finance team by providing meaningful financial insights that help drive business performance and decision-making. This role is ideal for an early- to mid-career professional who enjoys working with data, developing financial models, and collaborating across departments to support strategic initiatives.
The Financial Analyst will assist with financial reporting, budgeting, forecasting, trend analysis, and ad hoc projects. The ideal candidate is detail-oriented, intellectually curious, and eager to grow their knowledge of corporate finance and capital markets.
Within the Finance Group at Blue Bridge, you will gain exposure to:
- Asset-Backed Securities (ABS) Markets
- Regulation D Offerings and Private Placements
- Multiple Capital Sources, including credit facilities, corporate notes, and term securitizations
- Interest Rate Hedging Strategies
- Whole Loan Sales
Duties and Responsibilities:
- Analyze financial and operational data to support business decisions.
- Assist in developing and maintaining financial models, forecasts, and budgets.
- Prepare monthly, quarterly, and ad hoc financial reports for leadership review.
- Monitor key financial metrics and identify trends, risks, and opportunities.
- Conduct variance analysis by comparing actual results against budgets and forecasts.
- Support revenue and expense forecasting processes.
- Partner with accounting teams to ensure accurate and timely financial reporting.
- Assist with market research, industry analysis, and competitive benchmarking.
- Compile and analyze data to support strategic initiatives and special projects.
- Present findings and recommendations in a clear and concise manner to management.
- Contribute to process improvement initiatives within the finance function.
Qualifications, Skills, Education & Experience:
- Bachelor's degree in Finance, Accounting, Economics, Statistics, Business Administration, or a related field.
- 1 to 4 years of experience in financial analysis, accounting, banking, corporate finance, consulting, or a related analytical role.
- Internship experience in finance, accounting, banking, or investment-related fields will be considered for candidates with less professional experience.
- Strong analytical and problem-solving skills with the ability to interpret financial data and draw meaningful conclusions.
- Proficiency in Microsoft Excel, including formulas, pivot tables, and data analysis techniques.
- Experience with Microsoft Office applications, including Outlook, Word, and PowerPoint.
- Understanding of basic financial statements, budgeting, forecasting, and variance analysis.
- Ability to organize and manage multiple priorities in a fast-paced environment.
- Strong attention to detail and commitment to accuracy.
- Excellent verbal and written communication skills.
- Ability to work collaboratively with cross-functional teams and build positive relationships with stakeholders.
- Eagerness to learn and develop within a dynamic finance organization.
- Experience with financial modeling and reporting tools.
- Exposure to lending, structured finance, capital markets, or investment-related environments.
- Knowledge of Power BI, Tableau, SQL, or other data visualization and analytics tools is a plus.
Why Join Blue Bridge?
This role provides a unique opportunity to build a strong foundation in corporate finance while gaining exposure to sophisticated capital markets transactions, structured finance activities, and strategic financial analysis. Successful candidates will have opportunities for professional growth and increased responsibility as they develop within the organization.
This job description is subject to change and may be amended based on management needs and business demands.
Salary : $75,000 - $85,000