Sr. Financial Analyst - Data & Automation (Accounting)

Beal Bank USA · Plano, TX · 3 wk ago

On-siteFinanceFull-time

Prepare daily proforma income statements, balance sheets, and cash flow statements
Analyze financial results at both entity and consolidated levels
Validate and understand multi-entity rollups, eliminations and financial statement hierarchies
Trace consolidated financial results to underlying entity-level data and source systems
Support executive leadership with what-if and scenario modeling, including balance sheet actions (loan and deposit growth, securities activity, funding changes)
Build integrated financial projections, cash flow forecasts and NPV analyses
Develop and maintain financial models, forecasts, dashboards and ad hoc analyses
Partner with Accounting team members to enhance data automation and reporting processes
Design and implement automation using advanced Excel, Power Query, Power BI, analytics, programming or AI tools
Work with ERP systems (e.g., Hyperion, SAP) from a technical reporting and analysis perspective
Communicate effectively with executives, finance leadership, accounting teams and technical partners

Bachelor’s degree in Finance, Accounting, Economics or related field
Minimum of 5 years of experience in financial analysis, FP&A or financial reporting
Strong understanding of financial statements and multi-entity financial structures
Working knowledge of consolidation concepts, rollups and eliminations
Advanced Excel skills (including Power Pivot); Power BI experience required
Experience working with ERP systems from a technical reporting perspective
Demonstrated experience building data or process automation in a finance or accounting environment
Preferred: SQL, AI-enabled analytics exposure, CPA or CFA (or progress toward certification)

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
Annual discretionary bonus

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