We are seeking a Financial Analyst to support commercial credit risk management for an assigned portfolio of customer accounts. The role will involve financial and credit analysis, reviewing customer financial information, recommending credit limits, and coordinating with customers and Sales teams. The ideal candidate should have strong analytical skills, attention to detail, Microsoft Excel expertise, and preferably experience with SAP and AI tools.
Manage commercial credit risk for an assigned portfolio of accounts with smaller limits and less complex portfolios.
Complete credit reviews and assigned financial analysis tasks accurately and within established timelines.
Analyze financial information, credit risk data, D&B reports, trade data, and other available risk assessment tools.
Recommend credit limits for new and existing customer account requests.
Build and maintain relationships with customers to obtain periodic financial updates.
Partner with Sales teams to gather forecasts and relevant business information.
Identify discrepancies, inconsistencies, and potential credit risks.
Follow established procedures, workflows, and credit review processes.
Support senior analysts with cross-functional coordination and related financial activities.
Utilize SAP/ERP systems, Microsoft Excel, and AI tools to improve analysis and work efficiency.
Manage multiple priorities in a fast-paced environment while meeting daily deadlines.
| Location | Plano, TX |
| Job Type | Contractor |
| Salary | $50,000–$60,000 Per Year |
Bachelor’s degree in Accounting, Finance, Business, Economics, or a related field.
1–5 years of experience in financial analysis, credit analysis, accounting, finance, or a related field.
Experience with SAP or similar ERP systems preferred.
Experience with D&B reports and trade/credit data is a plus.
Strong financial analysis, analytical, and problem-solving skills.
Advanced Microsoft Excel skills, including VLOOKUP and Pivot Tables; Macros are a plus.
Familiarity with AI tools and their implementation/use in financial functions preferred.
Excellent attention to detail and ability to identify discrepancies and inconsistencies.
Strong written and verbal communication skills.
Ability to handle difficult situations with professionalism and diplomacy.
Strong relationship-management and multitasking skills.
Self-motivated with a strong sense of urgency and commitment to timely completion of tasks.
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