Financial Analysis Analyst

Mindlance
  • Lake Mary, FL
  • Instant Apply
3 days ago

Job Description

Responsible for validating and evaluating new customer request. Completes day-to-day review of new customers and existing accounts without immediate supervision while accessing advice from more experienced team members. Assesses the customers credit worthiness by analyzing D&B and other financial data (PNL,Income Statement, Balance Sheet). Research problems and negotiates with internal partners to resolve issues. Creates, analyzes, and responds to standard and/or non-standard reports.

 

 

Investigates and verifies financial status and reputation of prospective customers applying for credit. Prepares documents to substantiate findings and recommends rejection or approval of applications. Tracks, reports, and maintains financial data.

 

Establishes, monitors, and maintains customers' credit activities. Collaborates and maintains positive relationships with customer service, sales representatives, and customers. Maintains clear communication with internal and external stakeholders in a high-volume environment.

 

 

Works under own initiative, prioritizes own work, and meets agreed deadlines. Work is subject to frequent review by more experienced professionals in Financial Analysis.

 

Skills:

Top 3 Non-Negotiable Skills:

  • Analytical skills (Attention to detail) must be able to assess fianancial data
  • Excellent communication skills
  • SAP experience preferred
Education:

Bachelor’s degree in Business, Finance or related field.

  • 2+ years' experience in finance related work, preferably credit and collections.


EEO:

“Mindlance is an Equal Opportunity Employer and does not discriminate in employment on the basis of – Minority/Gender/Disability/Religion/LGBTQI/Age/Veterans.”

Numbers & Facts

LocationLake Mary, FL

Skills

  • Analysis Skillsunmatched
  • Balance Sheetunmatched
  • Communication Skillsunmatched
  • Credit Analysisunmatched
  • Credit Riskunmatched
  • Customer Support/Serviceunmatched
  • Data Analysisunmatched
  • Detail Orientedunmatched
  • Develop and Maintain Customersunmatched
  • Establish Prioritiesunmatched
  • Financeunmatched
  • Financial Analysisunmatched
  • Income Statementsunmatched
  • Negotiation Skillsunmatched
  • Problem Solving Skillsunmatched
  • SAPunmatched
  • Salesunmatched
  • Time Managementunmatched

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