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