Financial Analyst

Judit Inc

  • Plano, TX
  • 1 day ago
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    Skills

    • Accountingunmatched
    • Analysis Skillsunmatched
    • Artificial Intelligence (AI)unmatched
    • Communication Skillsunmatched
    • Credit Analysisunmatched
    • Credit Riskunmatched
    • Cross-Functionalunmatched
    • Customer Relationsunmatched
    • Data Analysisunmatched
    • Detail Orientedunmatched
    • ERP (Enterprise Resource Planning)unmatched
    • Economicsunmatched
    • Financeunmatched
    • Financial Analysisunmatched
    • Functional Analysisunmatched
    • Microsoft Excelunmatched
    • Microsoft Officeunmatched
    • Microsoft Wordunmatched
    • Pivot Tablesunmatched
    • Presentation/Verbal Skillsunmatched
    • Problem Solving Skillsunmatched
    • Procedure Developmentunmatched
    • Relationship Managementunmatched
    • Risk Analysisunmatched
    • SAP ECC (fka SAP R/3 and SAP ERP)unmatched
    • Sales Forecastingunmatched
    • Sales Managementunmatched
    • Time Managementunmatched
    • Vlookupsunmatched
    • Writing Skillsunmatched

    Description

    Top Skills: Financial Analysis, Artificial Intelligence, SAP

    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

    Numbers & Facts

    LocationPlano, TX

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