Financial Analyst

3 weeks ago

Tulsa, United States JoCo Full time

What is the position?


The Financial Analyst will provide an asset and liability management analysis and balance sheet management analysis by using a combination of accounting procedures and financial analysis methods.


What will you do?

As a Financial Analyst, you will:


  • Research data from internal and external sources to analyze, validate, and present findings to management.
  • Compile data for reporting
  • Assist with preparing annual budgets
  • Prepare budget vs. actual reports
  • Prepare reports and presentation materials for management to deliver
  • Provide monthly balance sheet analysis by monitoring, reporting and forecasting each possible scenario.
  • Provide analysis of financial risks, performance, and strategy recommendations
  • Collaborate with all staff, team members, and management to resolve financial-related issues.
  • Troubleshoot and escalate issues that may be vaguely defined but require immediate attention.
  • Follow policy and procedures related to Anti-Money Laundering (AML), Bank Secrecy Act (BSA), Customer Due Diligence (CDD), and Customer Identification Program (CIP) daily to ensure compliance


What are the requirements?


  • Bachelor’s degree in Finance, Economics, or Accounting, or related preferred
  • 0-2 years experience in the financial services industry
  • Strong knowledge of Windows and Microsoft Office-based programs
  • Experience with automated financial systems preferred (ie. Symitar or related)
  • Ability to write complex reports
  • Ability to read and interpret accounting principles and policy/procedure documents
  • Posses a high level of integrity, ethics, and professionalism.


You would be really happy working here if:

  • You can grasp complex subjects and effectively strategize how to achieve optimal results.
  • You can be counted on in crucial times, possessing great focus while completing projects successfully and efficiently.

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