Financial Analyst 1
Location: Plano, TX
Duration: 6 Months
Experience: 1–2 Years
Job Summary
The Financial Analyst 1 will be responsible for managing commercial credit risk across an assigned portfolio of customer accounts. The role involves reviewing financial information, conducting credit risk assessments, recommending credit limits, and identifying potential financial discrepancies. The ideal candidate should have a background in Finance, Accounting, or Business, with strong analytical skills, Excel proficiency, and preferably experience with SAP, D&B reports, and AI tools.
Manage commercial credit risk for an assigned portfolio of customer accounts.
Conduct periodic credit reviews and analyze financial information to recommend credit limits for new and existing accounts.
Utilize D&B reports, third-party trade data, and risk assessment tools for credit analysis.
Coordinate with customers to obtain periodic financial updates and collaborate with Sales teams regarding forecasts.
Identify financial discrepancies, inconsistencies, and potential credit risks.
Follow established procedures and support existing financial workflows.
Assist senior analysts with cross-functional coordination and related financial activities.
Ensure timely completion of credit reviews and assigned tasks.
| Location | Plano, TX |
| Job Type | Contractor |
| Salary | $50,000–$58,000 Per Year |
Bachelor's degree in Accounting, Finance, Business, or Economics.
1–2 years of experience in Financial Analysis, Credit Analysis, or a related field.
Knowledge of commercial credit risk assessment and financial analysis.
Experience with SAP or similar ERP systems preferred.
Strong Microsoft Excel skills, particularly VLOOKUP and Pivot Tables; Macros are a plus.
Familiarity with D&B reports and third-party trade credit data preferred.
Knowledge and practical experience using AI tools in financial workflows is an advantage.
Strong analytical, problem-solving, and attention-to-detail skills.
Excellent verbal and written communication skills.
Ability to manage multiple tasks, build professional relationships, and work in a fast-paced environment.
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