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Financial Analyst I



IT, Accounting & Finance
San Antonio, TX, USA
Posted on Friday, May 24, 2024

SWBC is seeking a talented individual to assist with analyzing financial status by collecting, monitoring, and studying data. This individual also makes recommendation actions.

Why you'll love this role:

As a Financial Analyst you get the opportunity to engage with leaders and employees across a vast enterprise of products and services while making recommendations and implementing change. This position is for those who are a self-starter and love bridging the gap between financial data and business processes.

Essential duties include the following:

  • Assists Financial Planning and Analysis (FP&A) Analysts and the Vice President by gathering, modeling, and presenting data from various sources for budgeting, planning, and various ad hoc requests.
  • Creates financial statement reports for various internal and external customers, including quarterly total company and business unit level reports using discretion and judgment.
  • Aggregates and loads budget and forecast data from the business units, as well as shared services departments.
  • Assists in the planning of short and long-term business objectives, as well as tracks various key performance indicator metrics.
  • Creates various ad hoc requests to investigate business challenges and/or issues.
  • Performs market and industry research.
  • Performs all other duties as assigned.

Serious candidates will possess the minimum qualifications:

  • Bachelor’s Degree in Finance, Accounting, Economics, or Business Administration with coursework in Finance, Accounting, or Economics from an accredited college or four-year university required.
  • Minimum of two (2) years of experience as a financial analyst. Experience with Workday required. Required experience includes working with a variety of information systems, and data files, including large and complex files: analyzing file structure, using and creating file layouts, transforming raw data into finished products; and report writing software, i.e. Crystal Reporting, Microsoft Reporting Services. Salesforce.com and Microsoft PowerBI experience preferred.
  • Working knowledge of technology skills required for analysis and reporting of data.
  • Working knowledge in automated sales management tools, preferably SalesForce.com.
  • Familiarity of the statistics and algorithms used to predict the meaning of the data.
  • Familiarity with relational databases, i.e. Access, and tools for data aggregation/analysis.
  • Advanced Microsoft Office skills, including Outlook, Word, and Excel.
  • Strong organizational and interpersonal skills.
  • Strong decision making, detail oriented, and problem-solving skills.
  • Excellent verbal and written communication.
  • Highly motivated self-started.
  • Able to effectively manage multiple assignments, projects, and priorities.
  • Able to work in a fast paced collaborative environment and build strong working relationships.
  • Able to work in a priority/deadline driven environment.
  • Able to use basic office equipment, including copy machine, personal computer, and fax.
  • Able to type 40 WPM.
  • Able to travel locally or nationally by car or plane.
  • Able to sit for long periods of time performing sedentary activities.
  • Able to stand, stoop, and kneel to file for long periods of time.
  • Able to push, pull, and lift up to 20 lbs. of files, supplies, documents, or other related items.

SWBC offers*:

  • Competitive overall compensation package
  • Work/Life balance
  • Employee engagement activities and recognition awards
  • Years of Service awards
  • Career enhancement and growth opportunities
  • Emerging Professionals and Mentor Program
  • Continuing education and career certifications
  • Variety of healthcare coverage options
  • Traditional and Roth 401(k) retirement plans
  • Lucrative Wellness Program

*Based upon employee eligibility

Additional Information:

SWBC is a Substance-Free Workplace and requires pre-employment drug testing.

Please note, SWBC does not hire tobacco users as allowed by law.

To learn more about SWBC, visit our website at www.SWBC.com. If interested, please click the appropriate apply button.