Financial Services Analyst

2 weeks ago


Torrance, California, United States Rose International Full time

Position Overview:

This role is essential for the ongoing financial reporting and analytical activities within the organization. The successful candidate will be responsible for providing insights and interpretations of financial models that support strategic planning, annual budgeting, product pricing, and investment activities.

Key Responsibilities:

  • Prepare and analyze reports for the Board of Directors.
  • Assist in the development of business plan projections for the Credit Union.
  • Collaborate with the Management Team on various projects, monthly reporting, and pricing strategies.
  • Utilize diverse business models to create long-term projections based on market dynamics.

Essential Qualifications:

  • Bachelor's degree with 3-5 years of experience in Financial Services or a related field.
  • Proficient technical and analytical skills in accordance with Generally Accepted Accounting Principles.
  • Advanced Excel capabilities, including V-Lookup and Pivot Tables.

Desired Skills:

  • Strong financial acumen and analytical thinking.
  • Excellent interpersonal and communication skills.

Additional Duties:

  • Support the Accounting team with various reconciliations and HR Benefits billing.
  • Work closely with the Analyst Team to ensure cross-training on critical responsibilities.

Benefits:

For detailed information regarding employment benefits associated with this position, please refer to the company’s benefits portal.

Equal Opportunity Employment:

Rose International is committed to providing equal employment opportunities to all qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by law.

If you require assistance during the application process due to a disability or any other reason, please reach out to our HR Department for support.



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