Financial Analyst

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