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Finance and Operations Coordinator
1 week ago
About the Opportunity
This is an exciting opportunity to join a dynamic financial services firm as an entry-level finance/operations analyst. Our ideal candidate will have a strong understanding of financial concepts, excellent analytical skills, and the ability to communicate effectively with stakeholders.
Main Responsibilities
- Assist with financial analysis, reporting, and budget tracking.
- Provide excellent customer service by guiding clients on financial products and account management within a banking environment.
- Prepare and assist with the creation of reports and presentations for senior management.
- Work collaboratively with cross-functional teams to streamline and improve financial processes.
Requirements
- 0-2 years of relevant experience in finance or operations.
- Bachelor's degree in Finance, Accounting, Business, or a related field.
- Strong proficiency in Microsoft Excel (including data analysis and reporting).
- Excellent communication and organizational skills.
