Financial Analyst - Treasury Project Management (Hybrid)
Overview:
Financial Analyst in this role will work collaboratively with all members of the Treasury Liquidity and Balance Sheet Management team and their risk partners to develop/implement methods to track progress and performance across key initiatives and programs, including implementation of new regulatory requirements and enhancements to current process
Responsibilities:
Delivery and maintenance of a project plan, showing daily and weekly deliverables, key milestones, reviews, and key dependencies Prioritize, address, and resolve daily project coordination challenges independently Manage the development and maintenance of process documentation across the Liquidity and Balance Sheet Management program, including process flows Ability to summarize observations/findings effectively into a PowerPoint presentation Data Analysis - Sources, compiles, and interprets data.
Analyzes data for accuracy and efficiencies, effectively communicates analysis output.
Reporting - Produces reports based on data analysis, company trends, and financial processes.
Conveys patterns, problems, and areas of improvement.
Assists with other internal reporting projects as directed.
Operational Support - Provides support to management, associates, and other key groups via analysis output and financial expertise.
Coordinates information and process updates across systems.
May prepare documentation, presentations, or other materials for business purposes.
Proactively engages in follow up with relevant stakeholders to address open questions.
Maximization efforts - Tracks performance across target systems, products, or business units, and identifies issues limiting potential gains.
Recommends workflow changes to achieve goals or minimize risks and issues.
Qualifications:
Bachelor's Degree and 3 years of experience in Finance or Analytics OR High School Diploma or GED and 7 years of experience in Finance or Analytics Preferred
Qualifications:
Project Management experience Exceptional communication and interpersonal skills, with the ability to engage and influence stakeholders at all levels Strong aptitude and extensive usage of Microsoft Office Suite (Excel, PowerPoint, and Word), Project Management tools (i.
e.
, MPP, JIRA) Ability to develop and document work flow diagrams including process, system, and data flows leveraging available tools and applications (i.
e.
, MS Visio) Experience coordinating enterprise-wide programs Consulting experience Structured, disciplined, and accountable individual with ability to problem solve Recommended Skills Communication Consulting Coordinating Data Analysis Finance Interpersonal Skills Estimated Salary: $20 to $28 per hour based on qualifications.
Financial Analyst in this role will work collaboratively with all members of the Treasury Liquidity and Balance Sheet Management team and their risk partners to develop/implement methods to track progress and performance across key initiatives and programs, including implementation of new regulatory requirements and enhancements to current process
Responsibilities:
Delivery and maintenance of a project plan, showing daily and weekly deliverables, key milestones, reviews, and key dependencies Prioritize, address, and resolve daily project coordination challenges independently Manage the development and maintenance of process documentation across the Liquidity and Balance Sheet Management program, including process flows Ability to summarize observations/findings effectively into a PowerPoint presentation Data Analysis - Sources, compiles, and interprets data.
Analyzes data for accuracy and efficiencies, effectively communicates analysis output.
Reporting - Produces reports based on data analysis, company trends, and financial processes.
Conveys patterns, problems, and areas of improvement.
Assists with other internal reporting projects as directed.
Operational Support - Provides support to management, associates, and other key groups via analysis output and financial expertise.
Coordinates information and process updates across systems.
May prepare documentation, presentations, or other materials for business purposes.
Proactively engages in follow up with relevant stakeholders to address open questions.
Maximization efforts - Tracks performance across target systems, products, or business units, and identifies issues limiting potential gains.
Recommends workflow changes to achieve goals or minimize risks and issues.
Qualifications:
Bachelor's Degree and 3 years of experience in Finance or Analytics OR High School Diploma or GED and 7 years of experience in Finance or Analytics Preferred
Qualifications:
Project Management experience Exceptional communication and interpersonal skills, with the ability to engage and influence stakeholders at all levels Strong aptitude and extensive usage of Microsoft Office Suite (Excel, PowerPoint, and Word), Project Management tools (i.
e.
, MPP, JIRA) Ability to develop and document work flow diagrams including process, system, and data flows leveraging available tools and applications (i.
e.
, MS Visio) Experience coordinating enterprise-wide programs Consulting experience Structured, disciplined, and accountable individual with ability to problem solve Recommended Skills Communication Consulting Coordinating Data Analysis Finance Interpersonal Skills Estimated Salary: $20 to $28 per hour based on qualifications.
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