Role Overview: Junior Financial Analyst
Idea Financial is hiring a Junior Financial Analyst to join the Finance Team. This role will report directly to our Director of Finance, Tamara Cavor and will be responsible for providing assistance to the finance department on all day-to-day duties described below.
This list of duties and responsibilities is not intended to be all-inclusive and may be expanded to include other duties or responsibilities, as necessary.
Responsibilities:
FP&A:
- Work with all business stakeholders to understand financial needs, support company leadership to develop financial forecast and operational goals, and apply financial insights to assist with decision making
- Assist in the various treasury operations related to servicing receivables
- Building a deep understanding of the relationship between loan transactions, cash flows, and financial reporting implications throughout the loan lifecycle, from loan origination through payoff or account closure
- Assist in collections efforts for all defaulted loans
- Loan Modifications
- Modification Tracking
- Assist in ACH preparation, return/ missed payments.
- Identify delinquent accounts, maintain records of the amount owed and the length of delinquency
- Participate in the preparation of the annual business plan
- Assist in the preparation of monthly and quarterly board presentations
Accounting:
-Participate in Internal & External Financial Audits
-Help identify operational gaps in processes and controls and design steps to improve or mitigate issues
Other:
- Other ad hoc projects and reporting as necessary
Requirements
-2 years of Experience
- Business Background preferred – Finance, Economics, Accounting, Business Administration
- Excellent computer skills with MS Office Including Word, Excel, and PowerPoint
- Effective oral and written communication skills
- Excellent interpersonal and organizational skills
- Able to multitask and perform under a high paced environment
Idea Financial is an equal opportunity employer. At Idea Financial, we make all employment decisions without regard to sex, sexual orientation, gender identity, race, color, religion, age, national origin, pregnancy, citizenship, disability, service in the uniform services, or any other classification protected by federal, state, or local law.
Idea Financial conducts background checks on all employees and conducts credit checks for all positions in Operations
Job Status: Full time
Competitive salary with full benefits and performance-based compensation.
Job Type: Full-time
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Referral program
- Retirement plan
- Tuition reimbursement
- Vision insurance
Schedule:
Ability to Relocate:
- Miami, FL 33126: Relocate before starting work (Required)
Work Location: In person
