Financial Analyst
Core
Conduct financial analysis, build models, and perform loan-level/portfolio analysis to support client engagements, strategic initiatives, and regulatory compliance for community banks.
Role type
Financial Analyst (Strategic Advisory)
Builds
Financial models, reports, dashboards, and client deliverables for capital planning and risk evaluation
Domain
Insurance / Banking / Regulatory Compliance
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Financial modeling, loan-level analysis, portfolio analysis, data analysis, regulatory compliance knowledge, budgeting, forecasting, KPI tracking
Preferred skills
Process improvement, cross-functional collaboration
Technologies
Excel, SQL, financial planning software
Responsibilities
Conduct financial analysis to support client engagements and internal decisions; Participate in client meetings to define analysis objectives; Collaborate with clients to gather data for analysis; Build and maintain financial models to forecast performance and evaluate risk; Perform loan-level and portfolio-level analysis and prepare reports; Track and analyze KPIs and financial metrics; Assist with budgeting, long-term planning, and forecast updates; Identify financial risks and contribute to mitigation strategies; Ensure accuracy, data integrity, and regulatory compliance; Collaborate cross-functionally to support operational initiatives.
Seniority
Mid-level, hands-on IC
