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Portfolio Financial Analyst
2 months ago
Are you seeking a workplace that values you as an individual and not merely a statistic? A company that demonstrates exceptional leadership and offers outstanding benefits? RER Solutions, Inc. may be the perfect fit for you.
We are currently looking for a Portfolio Financial Analyst to join our esteemed team. This role will involve providing both remote and onsite support for federal programs.
Key Responsibilities
- Assist in the creation of portfolio reports, guiding management and staff on the current status of the portfolio concerning exposure and risk factors.
- Gather, manage, and organize data into comprehensive reports.
- Deliver data and insights to aid in the formulation of portfolio reviews.
- Generate preliminary information and analyses to pinpoint critical portfolio review and compliance matters.
- Ensure the provision of precise and timely data and analyses.
- Draft various reports including Sector Reports, Monthly Portfolio Status Reports, Watch List, and Project Update Reports.
- Conduct quarterly audits of data quality within the Portfolio Management Division's financial models.
- Support the execution of data quality assessments.
- Contribute relevant information and data for briefings intended for Senior Program Leadership and other stakeholders.
Qualifications
- U.S. Citizenship is required to secure a client-issued Public Trust.
- Preferred experience in project finance.
- Financial reporting experience is advantageous.
- Background in accounting, financial services, or related fields is preferred.
- Ability to meet tight deadlines independently while being a team player.
- Exceptional written and verbal communication skills.
- Strong attention to detail and a solid grasp of fundamental business writing.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook).
Education: A Bachelor's Degree is required.
Compensation Package
Includes paid holidays, vacation, sick leave, 401k matching, life insurance, and health, vision, and dental benefits.
Note: This position is not open for Corp-to-Corp or third-party sourcing.
We are an equal opportunity employer, and all qualified candidates will be considered for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.