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Financial Report And Data Analyst
Career Insights for Financial Analyst (General)
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What they do
A Financial Analyst evaluates investment opportunities and makes recommendations to individuals and businesses. Analyzes the performance of different types of investments, studies business and economic trends and analyzes data to project company earnings
$85,678 / year median in Texas
+2% projected growth
Job Description
Financial Report and Data Analyst#26-24818
Coppell, TX
Hybrid Job Description
Hybrid onsite at Dallas, TX, 75019
Part time- 20-25 hours a week
Contract Only Interview:
1 round
Job Responsibilities:
This role is responsible for executing periodical reporting and data gathering responsibilities including, but not limited to:
- Monitoring and processing the receipt of financials, including communication with members for missing and late reports, saving financials in appropriate repositories, facilitating extensions and waivers, and processing fines for late financials.
- Entering financial data accurately into AFRS (Automated Financial Reporting System) and tracking through approval and workflow closure.
- Overseeing the production and review of daily surveillance emails and tracking workflows to completion (negative news, missing reports, account changes, and other items pending action for completion).
- Daily review for items that need same-day action.
- Reconciling reporting and trackers to ensure reports are accurate and up to date.
- Other duties as assigned.
Key Background and Skills:
- Knowledge of financial reporting components including Income Statements, Balance Sheets, etc.
- Knowledge of credit and financial statement analysis for various financial institutions.
- Proficiency in Microsoft Office applications (Outlook, Word, Excel, etc.).
- Effective communication skills.
- Self-starter with a high attention to detail.
EEO:
"Mindlance is an Equal Opportunity Employer and does not discriminate in employment on the basis of - Minority/Gender/Disability/Religion/LGBTQI/Age/Veterans."