Financial Analyst

• Analyze financial records and operational data to identify trends, support forecasting, and improve decision-making across the business
• Prepare recurring and ad hoc reports using tools such as Crystal Reports to deliver clear visibility into financial performance
• Maintain and work within accounting software platforms to ensure reliable processing, reporting, and documentation of financial activity
• Support budgeting efforts by gathering inputs, monitoring variances, and helping stakeholders evaluate spending against plan
• Perform accounting tasks related to accruals, reconciliations, and period-end close activities with a strong focus on accuracy
• Contribute to audit support by organizing financial documentation, validating transactions, and assisting with control-related reviews
• Use data mining techniques to examine large datasets, uncover exceptions, and highlight opportunities for process or financial improvement
• Partner with teams using CRM and financial systems, including ADP-related environments, to align reporting and financial information
• Assist with capital management analysis by tracking relevant metrics and preparing information that supports financial planning initiatives

• Experience working in a Financial Analyst role within financial services or a similarly regulated environment
• Hands-on knowledge of accounting software systems and the ability to use them effectively for analysis and reporting
• Proficiency with Crystal Reports and strong capability in preparing structured financial and operational reports
• Familiarity with accounting functions, including accrual accounting, reconciliations, and close-related activities
• Background supporting audits, budget processes, and financial review activities with a high level of accuracy
• Ability to apply data mining techniques to large or complex datasets and translate findings into practical business insight
• Experience working with CRM platforms and ADP-related financial services tools is preferred
• Understanding of capital management concepts and financial controls, supported by strong analytical and organizational skills

Experience working with CRM platforms and ADP-related financial services tools is preferred

• Medical
• vision
• dental
• life and disability insurance
• 401(k) plan