Junior Financial Analyst

Company: Kforce Finance and Accounting
Location: San Diego
Posted on: January 15, 2021

Job Description:

RESPONSIBILITIES:Kforce has a client that is seeking a Junior Financial Analyst in San Diego, CA. Principal Accountabilities: * Produce and deliver actionable financial reporting and analysis items concerning all facets of the credit union's Treasury, Liquidity and Investment operations* Develop accurate financial analysis reports for inclusion in the Board-of-Directors and Asset Liability Committee meeting packages* Produce ad hoc financial and trend reports and summary analysis for management* Analyze balances by general ledger accounts within the financial model* Use modeling software and data to assist/provide back-up with the preparation * Prepare daily cash forecasting and monthly liquidity projections and ensure adequate funding of all bank accounts while monitoring of overall liquidity levels* Manage the operational aspects of the investment portfolio including settlements, collateral pledging, processing of monthly principal and interest payments* Prepare dashboards and performance measurement of the bank's financial results and treasury activities* Assist in due diligence efforts related to new brokers/vendors/systems* Develop and implement processes to automate data input for work efficiencies* Provide periodic status updates, including metrics on all tasks, issues, risks and key decisions* Cross-train with and provides backup support to other areas of the Finance and Treasury function* Provide assistance with special projects* Perform other duties as assignedJob Requirements:REQUIREMENTS:* Extensive Knowledge of Microsoft Office Suite (Excel, Word, Access) required* Strong fluency in Excel formulas and functions required* Knowledge of database management, financial analysis or financial/accounting systems preferred. BS or BA in Finance, Business, Accounting, or relevant field preferred* Related coursework or certification also preferred* Requires one to two years of work experience in financial analysis, financial reporting or similar function within a financial institution environment or equivalentKforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.SDL2017

Keywords: Kforce Finance and Accounting, San Diego , Junior Financial Analyst, Professions , San Diego, California