Job title: Financial Analyst 1
Location:Plano, TX,
Duration: 6 Months
Description:
Key Responsibilities
Manage the commercial credit risk for an assigned portfolio of accounts made up of smaller limits and a less complex portfolio mix
Complete credit reviews and assigned tasks on a timely basis
Use credit risk analysis skills along with available risk assessment tools and third-party data to analyze and recommend limits for existing and new account requests
Build relationships with the Customer for periodic financial updates and Sales for forecasts
Follow established procedures and learn existing workflows
Support senior analysts in cross-functional coordination
Background/Experience
Bachelor's degree in Accounting, Finance, Business, or Economics
Minimum 1-2 year in a similar field or related work experience
Experience with D&B reports and other trade data is a plus
Experience with SAP or similar ERP system preferred
Necessary Attributes & Skills
Solid analytical and problem-solving skills
Ability to identify discrepancies and inconsistencies
Strong attention to details is of paramount importance in this role
Diplomacy and ability to deal with difficult situations
Excellent Oral & Written Communication Skills
Solid Microsoft Office skills (Word & Excel) V-lookup and Pivot tables (Macros a+)
AI tool implementation and usage skills in the job function preferred
Attitude towards work and timeliness in completing daily tasks
Sense of urgency to get it done required Relationship Management
Ability to multi-task in fast paced environment
| Location | Plano, TX |