Financial Analyst at Beal Service Corporation – Plano, Texas

Summary:

Beal Bank's Operations team is currently seeking qualified, high-energy candidates for a Financial Analyst position. The position will provide support to the funding, treasury and liquidity management functions. This an exciting opportunity to work closely with senior professionals of the bank to review and evaluate a wide range of topics.

This is an on-site (non-remote) position based at our Plano, TX headquarters location.

Essential Duties & Responsibilities (included but not limited to):

• Analytical tasks related to Bank operations, liquidity management and retail banking using Excel model building and maintenance of existing financial models
• Evaluation of the financial position and operating condition of existing and potential critical vendors
• Monitoring and reporting on the advertising, marketing and rate setting behavior of retail banking competitors
• Provide data collection, analysis and reporting support related to funding, treasury and liquidity management functions
• Collect, aggregate and deliver input data required by our third-party asset liability management (AML)/Interest Rate Risk vendor on a regular basis
• Receive, analyze and distribute reports and results received from our third-party AML/Interest Rate Risk partner
• Be a primary point-of-contact to the brokered CD issuance process
• Assistance in the evaluation and implementation of internal and external tools to improve the efficiency of certain bank functions
• Review existing bank operating processes and/or third-party relationships for efficiencies and/or cost savings
• Assist the finance team in the developing and analyzing flexible financial models and perform ad hoc financial forecasting, analyses and modeling
• Maintain scenario analyses integrating various hypothetical “what if” scenarios (e.g., changes in interest rates, market volatility, and potential acquisitions or divestures)
• Prepare analytical reports and presentations for distribution to the Board of Directors, executive management and various regulatory bodies
• Retrieve and manipulate data from multiple sources and produce relevant analyses and charts at the request of the COO and other senior management
• Participate in various process improvement activities and other special projects (e.g., bank presentations, stress testing and liquidity analyses)
• Additional projects as assigned by manager

Qualifications (Education, Computer Skills, Certifications, Etc.):

• Bachelor’s degree in Finance or other quantitative disciplines required; MBA or Master’s degrees in Finance or other quantitative disciplines is a plus
• 1-3 years of experience in the financial industry, with specific experience in the banking industry strongly preferred
• Excellent technical and analytical/quantitative skills
• Strong verbal and written communication skills with an ability to explain complex matters to multiple constituencies
• Ability to see the "big picture" while maintaining a high attention to detail
• Ability to develop creative solutions to problems with an interest in identifying, studying, and improving complex work processes
• Exceptional work ethic, with an ability to function effectively with deadlines and minimal supervision
• Must have strong proficiency with Microsoft Office suite, with advanced Excel skills strongly preferred
• Experience with Microsoft SQL and/or Business Intelligence software is a significant plus

Benefits options include:

• Medical, dental and vision coverage
• 401K with company match
• 11 paid holidays
• Accrue up to 17 vacation/sick days per year in your first year on a pro rata basis
• Applicant may be eligible for annual discretionary bonus

No relocation assistance provided.

If you are looking to be a part of a winning team and meet the above requirements, we look forward to hearing from you.

Beal Bank, Beal Bank USA, and their affiliates are Equal Opportunity Employers. Beal Bank, Beal Bank USA, and their affiliates do not discriminate against any candidate or employee on the basis of race, national origin, color, genetics, sex, marital status, sexual orientation, gender identity, age, disability, pregnancy, religion or religious affiliation, veteran or service member status, or any other characteristic protected by federal, state or local laws.

All applicants have rights under federal employment laws. To view your rights and government notices on the Family Medical Leave Act (FMLA), the Equal Employment Opportunity (EEO) and the Employee Polygraph Projection Act (EPPA), please see the following Department of Labor links: FMLA EEO EPPA

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