Sr. Financial Analyst
Apply NowCompany: Populus Financial Group
Location: Irving, TX 75061
Description:
Populus is an amazing company where our employees stay because they love their teams and the growth opportunities. Additionally, we offer a competitive 401K match, a generous paid time off package, and Health Benefits.
Our mission is to provide a broad range of quality financial products and services delivered with best-in-class customer service. We work and lead with integrity, and we celebrate employees who exemplify our values. Come join our team!
The Senior Financial Analyst provides financial support to the Director of Finance, VP-Finance, CFO, and Senior Operations Team relating to strategic projects and for monthly and quarterly reporting to the board of directors, banks, and investors. This position will support the Operations team and Product Managers by analyzing business trends and performing analysis as needed. This position reports to the Director of Finance.
Major Responsibilities
Key Competencies
Other Internal/External Interactions
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the major responsibilities.
While performing the duties of this job, the employee is regularly required to sit, stand or walk; use hands to finger, handle, or feel; reach with hands and arms; stoop or bend; and talk or hear. The employee must occasionally lift and/or move up to 50 lbs.
Position Type/Expected Hours of Work
This is a full-time position, days and hours of work are Monday through Friday, 8:00 a.m. to 5 p.m. This position might require long hours and weekend work.
Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in some work environments can be moderate.
Disclaimer
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted, as a comprehensive inventory of all duties, responsibilities, qualifications required of employees assigned to this job.
EEO Statement
Populus Financial Group, Inc. provides an equal employment opportunity to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Our mission is to provide a broad range of quality financial products and services delivered with best-in-class customer service. We work and lead with integrity, and we celebrate employees who exemplify our values. Come join our team!
The Senior Financial Analyst provides financial support to the Director of Finance, VP-Finance, CFO, and Senior Operations Team relating to strategic projects and for monthly and quarterly reporting to the board of directors, banks, and investors. This position will support the Operations team and Product Managers by analyzing business trends and performing analysis as needed. This position reports to the Director of Finance.
Major Responsibilities
- Support financial analysis needs of Director of Finance, VP of Finance and CFO.
- Prepare various reports and analysis monthly and quarterly for the board of directors, banks, and investors.
- Prepare Loan and Money Services budgets.
- Assist in merger and acquisition activities.
- Prepare analysis on operations performance and product trends.
- Evaluate performance and calculate incentive and bonus payments for Operations team.
- Support corporate departments on business interruption claims and licensing and compliance requests.
- Lead preparation of Quarterly Business Review reporting.
- Coordinate and prepare business budgets/forecasts for corporate and regions support departments.
- Create complex financial models involving cash flow, balance sheet, and income statement projections.
- Research financial variances and determine explanations for discrepancies.
- Identify performance improvement opportunities.
- Use Essbase, Power BI, and other data sources to identify trends and shifts in business performance.
- Conduct research and analysis to resolve identified issues.
- Perform other related duties as requested from time to time.
Key Competencies
- Financial Management
- Strategic Thinking
- Business Acumen
- Strong Integrity & Ethics
- Technical Capacity
- Performance Management
Other Internal/External Interactions
- Accounting Team
- Operations Team
- Management Team
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the major responsibilities.
While performing the duties of this job, the employee is regularly required to sit, stand or walk; use hands to finger, handle, or feel; reach with hands and arms; stoop or bend; and talk or hear. The employee must occasionally lift and/or move up to 50 lbs.
Position Type/Expected Hours of Work
This is a full-time position, days and hours of work are Monday through Friday, 8:00 a.m. to 5 p.m. This position might require long hours and weekend work.
Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in some work environments can be moderate.
Disclaimer
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted, as a comprehensive inventory of all duties, responsibilities, qualifications required of employees assigned to this job.
EEO Statement
Populus Financial Group, Inc. provides an equal employment opportunity to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.