What are the responsibilities and job description for the Financial Analyst position at BEAL NEVADA SERVICE CORPORATION?
Beal Bank's Operations team is currently seeking qualified, high-energy candidates for a Financial Analyst position. This is an exciting opportunity to work closely with senior professionals of the bank to review and evaluate a wide range of topics. Individuals will be given as much responsibility as their experience and growing capabilities permit.
Essential Duties & Responsibilities (included but not limited to):
- Analytical tasks related to Bank operations, liquidity management and retail banking using Excel model building and maintenance of existing financial models
- Evaluation of the financial position and operating condition of existing and potential critical vendors
- Monitoring and reporting on the advertising, marketing and rate setting behavior of retail banking competitors
- Becoming the primary back-up to the brokered CD issuance process
- Assistance in the evaluation and implementation of internal and external tools to improve the efficiency of certain bank functions
- Reviewing existing bank operating processes and/or third party relationships for efficiencies and/or cost savings
- Assist the finance team in the developing and analyzing flexible financial models and perform ad hoc financial forecasting, analyses and modeling
- Maintain scenario analyses integrating various hypothetical “what if” scenarios (e.g., changes in interest rates, market volatility, and potential acquisitions or divestures)
- Prepare analytical reports and presentations for distribution to the Board of Directors, executive management and various regulatory bodies
- Retrieve and manipulate data from multiple sources and produce relevant analyses and charts at the request of the COO and other senior management
- Participate in various process improvement activities and other special projects (e.g., bank presentations, stress testing and liquidity analyses)
- Ad hoc reporting and other miscellaneous projects as assigned
Qualifications (Education, Computer Skills, Certifications, Etc.):
- Excellent technical and analytical/quantitative skills
- Strong verbal and written communication skills with an ability to explain complex matters to multiple constituencies
- Ability to see the "big picture" while maintaining a high attention to detail
- Ability to develop creative solutions to problems with an interest in identifying, studying, and improving complex work processes
- Exceptional work ethic, with an ability to function effectively with deadlines and minimal supervision
- Bachelor’s degree in Finance or other quantitative disciplines required. MBA or Master’s degrees in Finance or other quantitative disciplines is a plus
- 1-3 years of experience in the financial industry, with specific experience in the banking industry strongly preferred
- Must have strong proficiency with Microsoft Office suite, with advanced Excel skills strongly preferred
- Experience with Microsoft SQL and/or Business Intelligence software is a significant plus
*No Relocation assistance offered
Benefits options include:
- Medical, dental and vision coverage
- 401K with company match
- 10 paid holidays
- Accrue up to 17 vacation/sick days per year in your first year on a pro rata basis
- Applicant may be eligible for annual discretionary bonus
Notice to California Residents: Beal Bank, Beal Bank USA, Beal Service Corporation, Beal Nevada Service Corporation, CLMG Corp., and CSG Investments, Inc. may collect personal information about you as part of the job application or employment process. Please see the California Privacy Rights Act Policies at CPRA Policy, CPRA Policy | CLMG Corp, CPRA | CSG Investments for details.