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JoCo
Tulsa, OK | Full Time
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Financial Analyst
JoCo Tulsa, OK
$65k-80k (estimate)
Full Time | Wholesale 1 Week Ago
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JoCo is Hiring a Financial Analyst Near Tulsa, OK

What is the position?

The Financial Analyst will provide an asset and liability management analysis and balance sheet management analysis by using a combination of accounting procedures and financial analysis methods.

What will you do?

As a Financial Analyst, you will:

  • Research data from internal and external sources to analyze, validate, and present findings to management.
  • Compile data for reporting
  • Assist with preparing annual budgets
  • Prepare budget vs. actual reports
  • Prepare reports and presentation materials for management to deliver
  • Provide monthly balance sheet analysis by monitoring, reporting and forecasting each possible scenario.
  • Provide analysis of financial risks, performance, and strategy recommendations
  • Collaborate with all staff, team members, and management to resolve financial-related issues.
  • Troubleshoot and escalate issues that may be vaguely defined but require immediate attention.
  • Follow policy and procedures related to Anti-Money Laundering (AML), Bank Secrecy Act (BSA), Customer Due Diligence (CDD), and Customer Identification Program (CIP) daily to ensure compliance

What are the requirements?

  • Bachelor’s degree in Finance, Economics, or Accounting, or related preferred
  • 0-2 years experience in the financial services industry
  • Strong knowledge of Windows and Microsoft Office-based programs
  • Experience with automated financial systems preferred (ie. Symitar or related)
  • Ability to write complex reports
  • Ability to read and interpret accounting principles and policy/procedure documents
  • Posses a high level of integrity, ethics, and professionalism.

You would be really happy working here if:

  • You can grasp complex subjects and effectively strategize how to achieve optimal results.
  • You can be counted on in crucial times, possessing great focus while completing projects successfully and efficiently.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Wholesale

SALARY

$65k-80k (estimate)

POST DATE

06/02/2024

EXPIRATION DATE

06/19/2024

WEBSITE

joco.com

HEADQUARTERS

FES

SIZE

200 - 500

FOUNDED

2006

REVENUE

<$5M

INDUSTRY

Wholesale

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The job skills required for Financial Analyst include Analysis, Accounting, Financial Analysis, Presentation, Economics, Integrity, 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.

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.

Florida Southern College
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