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Financial Services Analyst

2 months ago

Torrance, California, United States Rose International Full time

Position Overview:

This role requires an onsite presence for the initial training period, transitioning to a hybrid work model thereafter, allowing for two days of remote work each week.

Essential Qualifications:

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

Preferred Skills:

  • Strong financial insight and acumen.
  • Well-developed interpersonal and communication abilities.

Key Responsibilities:

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

Role Support:

  • This position is integral to the ongoing financial reporting and analytical functions of the Credit Union.
  • Accountable for presenting and interpreting financial models that support strategic planning, annual budgeting, product pricing, asset-liability management, and investment activities.
  • Provide support to the Accounting team with various reconciliations and HR Benefits billing.
  • Work closely with the Analyst Team to ensure critical responsibilities are supported and cross-trained.

Important Notes:

  • Only candidates authorized to work in the designated country will be considered.
  • All position start dates and durations are estimates and may vary based on business needs.

Equal Opportunity Employment:

Rose International is committed to equal opportunity in employment. All qualified applicants will receive consideration 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 for support.