Financial Analyst
Core
Manages branch expenses, financial tasks, and projects while handling reporting to senior management and financial advisors. (via careerplan.io/jobs/R-0013339-financial-analyst-at-raymondjames)
Role type
Financial Analyst
Builds
Tracking systems for financial data and loan agreements
Domain
Banking and Finance
Required skills
Analyzing financial information, Performing mathematical calculations, Operating standard office equipment, Preparing transaction documentation, Organizing and prioritizing multiple tasks
Preferred skills
Identifying process improvements, Resolving moderately complex accounting problems
Technologies
Microsoft Office, Accounting software packages
Responsibilities
Creates and reviews loan agreements, Manages and reports on advisor collections and loan defaults, Audits financial reports, Works on projects to build tracking systems, Resolves moderately complex accounting problems
Seniority
Mid-level, hands-on IC