SWBC is seeking a talented individual to assist with analyzing financial status by collecting, monitoring, and studying data. As a Financial Analyst you get the opportunity to engage with leaders and employees across a vast enterprise of products and services while making recommendations and implementing change. This position is for those who are a self-starter and love bridging the gap between financial data and business processes.
Assists Financial Planning and Analysis (FP&A) Analysts and the Vice President by gathering, modeling, and presenting data from various sources for budgeting, planning, and various ad hoc requests.
Aggregates and loads budget and forecast data from the business units, as well as shared services departments.
Assists in the planning of short and long-term business objectives, as well as tracks various key performance indicator metrics.
Bachelor's Degree in Finance, Accounting, Economics, or Business Administration with coursework in Finance, Accounting, or Economics from an accredited college or four-year university required.
Minimum of two (2) years of experience as a financial analyst. Required experience includes working with a variety of information systems, and data files, including large and complex files : analyzing file structure, using and creating file layouts, transforming raw data into finished products; and report writing software, i.e. Crystal Reporting, Microsoft Reporting Services. Salesforce.com and Microsoft PowerBI experience preferred.
Working knowledge of technology skills required for analysis and reporting of data.
Working knowledge in automated sales management tools, preferably SalesForce.com.
Familiarity of the statistics and algorithms used to predict the meaning of the data.
Familiarity with relational databases, i.e. Access, and tools for data aggregation / analysis.
Advanced Microsoft Office skills, including Outlook, Word, and Excel.
Able to effectively manage multiple assignments, projects, and priorities.
Able to use basic office equipment, including copy machine, personal computer, and fax.
Able to travel locally or nationally by car or plane.
SWBC is a Substance-Free Workplace and requires pre-employment drug testing.
Finance Analyst • Monterrey, Mexico