Financial Analyst 1

Use credit risk analysis skills along with available risk assessment tools and third-party data to analyze and recommend limits for existing and new account requests. Responsibilities Manage the commercial credit risk for an assigned portfolio of accounts made up of smaller limits and a less complex portfolio mix.

Job Title: Financial Analyst
Contract Duration: 6 months, possible extension
Location: Plano, TX
Work Arrangement: Onsite
Pay Rate: $30/hr

Responsibilities

• Manage the commercial credit risk for an assigned portfolio of accounts made up of smaller limits and a less complex portfolio mix
• Complete credit reviews and assigned tasks on a timely basis
• Use credit risk analysis skills along with available risk assessment tools and third-party data to analyze and recommend limits for existing and new account requests
• Build relationships with the Customer for periodic financial updates and Sales for forecasts
• Follow established procedures and learn existing workflows
• Support senior analysts in cross-functional coordination

Background/Experience

• Bachelors degree in Accounting, Finance, Business, or Economics
• Minimum 1-2 year in a similar field or related work experience
• Experience with D&B reports and other trade data is a plus
• Experience with SAP or similar ERP system preferred

Necessary Attributes & Skills

• Solid analytical and problem-solving skills
• Ability to identify discrepancies and inconsistencies
• Strong attention to details is of paramount importance in this role
• Diplomacy and ability to deal with difficult situations
• Excellent Oral & Written Communication Skills
• Solid Microsoft Office skills (Word & Excel) V-lookup and Pivot tables (Macros a+)
• AI tool implementation and usage skills in the job function preferred
• Attitude towards work and timeliness in completing daily tasks
• Sense of urgency to get it done required Relationship Management
• Ability to multi-task in fast paced environment

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