AccessLex Institute

Senior Financial Analyst

AccessLex Institute • $80K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance, Accounting, Math, or Economics; Master's degree preferred.
  • 4-6 years of experience in financial services is a plus.
  • Strong analytical skills with proven financial modeling abilities.
  • Excellent communication skills, both written and verbal.
  • Familiarity with P&L statements and GAAP accounting principles.
  • Experience in loan analysis or trust administration is advantageous.
  • Proficient in Microsoft Office and database query applications.

Responsibilities

  • Assist the Managing Director with analytic tasks related to loan and investment portfolios.
  • Conduct financial reporting, ensuring clarity in results communicated to stakeholders.
  • Provide comprehensive financial analysis for business evaluations, including ROI and NPV calculations.
  • Lead improvements in forecasting and budgeting processes to enhance accuracy.
  • Engage in portfolio transactions, including purchases and sales, as needed.
  • Represent Portfolio Management in company projects and initiatives.
  • Identify opportunities for process improvements and automation in reporting.

Benefits

  • Opportunity to work closely with senior leadership
  • Engagement in strategic financial analysis and decision-making
  • Participation in portfolio management and investment activities
  • Exposure to diverse financial projects and processes
  • Potential for professional growth within the financial services sector
Full Job Description
Assists Managing Director, Portfolio Management with analytic needs on the company's loan portfolio, default/recovery portfolio, investment portfolio and general finance activities.

Qualifications

Required Skills:

* Perform activities consistent with financial accounting and reporting including the communication of results with department heads and corporate leaders.

* Serve as the "go to" person for financial analysis matters (strategic or tactical)

* Business evaluation and investment portfolio analysis generating results via calculation of ROI, NPV, DCF, IRR.

* Perform financial variance analysis and provide concise explanations for deviation from expectations.

* Take leadership role to improve and manage the forecasting and budgeting tools and processes.

* Participates in portfolio purchases/sales.

* Participates in company-sponsored projects as Portfolio Management's representative, as needed.

* Identifies process improvements and automation for reporting processes.

* Special projects as directed.

Required Experience:

Education

Bachelor's degree in Finance, Accounting, Math, Economics; Master's degree preferred.

Knowledge and Experience

* 4-6 years of related and relevant work experience with financial services industry is a plus.

* Strong computer/Excel database query skills.

* Proven analytical and financial modelling ability.

* Excellent verbal, written and interpersonal skills.

* Strong working knowledge of P&L's/GAAP.

* Prior experience in loan analysis and/or trust administration a plus.

* Familiarity with operational aspects of student loans and asset backed securitization a plus.

* Skilled at using MS Office Management Tools - MS Word, MS Excel, MS Access, MS Outlook.

* Knowledge of databases, query languages and reporting applications.

Apply Here: http://www.Click2Apply.net/xcqc6jph7skqztv9

About AccessLex Institute

AccessLex Institute is a non-profit organization that provides research, policy analysis, and programs to improve access to legal education and the legal profession. The organization's initiatives include scholarships, bar exam preparation, and financial education for law students and graduates. AccessLex Institute was founded in 1983 and is headquartered in Brentwood, Tennessee.
Learn more about AccessLex Institute
Size
100 employees
Industry
Net Income
-$1 million
Founded
1983
5 Year Trend
+10%
Revenue
$10 million

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