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We are looking for an entry-level Financial Analyst to support balance sheet analysis and reporting within a banking environment in Plano, Texas. This Contract position is ideal for someone who is comfortable working with financial data, validating model inputs, and using Excel to organize and assess large sets of information. The role will focus on preparing reporting data, reviewing results for accuracy, and helping deliver reliable financial outputs to internal stakeholders.
Job Responsibility:
Build and update balance sheet assumptions in Excel to support financial analysis and reporting activities
Gather information from call reports, regulatory filings, and client-provided data extracts, then organize it for downstream use
Clean, standardize, and prepare source data before loading it into financial models
Review model inputs and outputs to confirm the information is logical, complete, and ready for use
Perform quality checks on reports and analysis to identify inconsistencies and improve accuracy before final delivery
Create and use pivot tables, advanced formulas, and lookup functions to analyze financial data efficiently
Compare data sets against established indexes and reference points to ensure alignment and reasonableness
Assist with the release of completed analysis by confirming materials meet reporting expectations and deadlines
Requirements:
Bachelor’s degree in Finance, Accounting, Economics, or a related field, or equivalent analytical experience
Entry-level understanding of financial analysis, balance sheet concepts, and core accounting principles
Strong Excel skills, including pivot tables, lookup functions, and logical formulas used in data validation
Experience working with financial systems, accounting software, or reporting tools such as Crystal Reports, CRM platforms, or ADP Financial Services
Familiarity with auditing practices, accrual accounting, budget processes, or capital management concepts
Ability to work with large data sets, perform detailed reviews, and spot inconsistencies in financial information
Strong organizational skills and attention to detail with the ability to manage multiple tasks in a deadline-driven setting
What we offer:
Medical, vision, dental, and life and disability insurance