Our client in the financial services industry is looking for a Financial Analyst – Treasury to join their team in the San Fernando Valley
Job Description:
- Assist with monthly close, annual internal and external audits
- Prepare financial reports
- Assist with analyses and reconciliation of the investment portfolio
- Assist with creating and maintaining new
- Help maintain investment database and reconcile bond accounting reports
- Performs investment portfolio reporting
- Prepare annual budget and mid-year forecast
- Prepare monthly financial statements
- Prepare NCUA quarterly 5300 report
Requirements:
- Experience in the financial services, real estate or related industries
- Strong knowledge of GAAP
- Proficient with the Microsoft Office Suite, including strong Excel skills
- Strong analytical, problem-solving and organization skills
- Able to communicate complex information to a variety of audiences
- Able to be discreet with confidential/sensitive information
- Able to work independently and take initiative
- Able to work on multiple projects with accuracy and efficiency, while keeping to deadlines
- Able to adapt to changing priorities
- Detail-oriented
- Strong work ethic
Experience:
- Bachelor’s degree in accounting, finance, business administration or related field and a minimum of 2 years’ relevant experience
Ref #20487