Financial Analyst II

Start/End Dates: 10/5/2026 - 2/4/2027
Job Title: Finance, Risk & Compliance - Financial Analyst II

Must Have Skills

• Experience supporting systems implementations, upgrades, or finance tooling/process changes -Have worked with data and spreadsheets
• Project management experience, including coordinating tasks, tracking progress, and communicating status to stakeholders
• Attention to detail
• Working knowledge of financial statements (income statement, balance sheet, and cash flow) and common finance/accounting concepts.

Nice to Have Skills

• Strong communication skills and ability to work effectively with partners across teams.
• Ability to handle sensitive information with discretion and follow applicable policies and procedures.
• Demonstrated attention to detail with strong data quality and reconciliation skills.

Job Description: Summary

The main functions of a financial analyst are to gather and analyze financial information; will typically conduct quantitative analyses of information affecting investment programs of public or private institutions. A typical financial analyst is responsible for analyzing and communicating financial information for clients.

Job Responsibilities

• Assemble spreadsheets and draw charts and graphs used to illustrate technical reports.
• Analyze financial information to produce forecast of business, industry and economic conditions for use in making investment decisions.
• Interpret data affecting investment programs, such as price, yield, stability and future trends in investment risks.

Skills

• Verbal and written communication skills, attention to detail, and critical thinking.
• Basic ability to work independently and manage one's time.
• Basic ability to analyze business trends and project future revenues and expenses.
• Basic knowledge of economic and accounting principles, the financial markets, and reporting of financial data.
• Basic knowledge of federal, state, and company policies, procedures and regulations as related to accounting.
• Previous experience with computer applications, such as Microsoft Word, Excel and PowerPoint, and any other related financial software.

Education/Experience

• Bachelor's degree in accounting or related financial discipline required. An advanced degree in a financial discipline is preferred.