Top 10 Financial analyst Jobs in Estero Fl

Credit Risk and Portfolio Management Analyst
Busey Bank —Fort Myers, FL
- $64,000 - $90,000 a year
- Full-time
- Writing skills
- Office
- Finance
- Profit sharing
- Wellness program
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Sr Plan Forecast Budget Analyst, Finance FP&A, FT,08A-4:30P
Baptist Health South Florida —Florida
- $78,611.15 - $102,194.50 a year
- Full-time
- Office
- Finance
- Bachelor's degree
- Wellness program
- Health insurance
Net Revenue Analyst
Lee Health —Fort Myers, FL
- $30.32 - $39.42 an hour
- Full-time
- Mid-level
- Office
- Finance
Financial Analyst - FP&A & AI Analytics
FYIsoft, Inc. —Naples, FL
- $130,000 - $150,000 a year
- Full-time
- Background check
- 5 years
- ERP systems
- Paid holidays
- Disability insurance
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Chico's FAS, Inc-Shared Services —Fort Myers, FL
- Full-time
- Computer literacy
- Mid-level
- Office

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Credit Risk and Portfolio Management Analyst

Busey Bank -
Fort Myers, FL

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Job Details

Full-time
$64,000 - $90,000 a year
13 days ago

Benefits

Profit sharing
Wellness program
Health savings account
Employee stock purchase plan
Disability insurance
Health insurance
Dental insurance
Flexible spending account
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Life insurance

Qualifications

Data analysis reporting
Writing skills
Reporting and dashboarding tools
Bachelor's degree
Productivity software
Data analytics technologies

Full Job Description

Position Summary

The Credit Risk & Portfolio Management Analyst will have the primary duty of providing accurate, timely, and succinct reports to the various regions and departments as well as senior management to support the company’s portfolio and risk management efforts.

Duties & Responsibilities

Develop, review and publish daily, weekly, monthly and quarterly reports for the commercial, retail, expedited underwriting, SBA, and small business lending and credit teams to use in their portfolio management efforts.
Develop working knowledge of required systems such as nCino, Axiom and NuPoint.
Establish and maintain Regional Portfolio Management dashboard to provide all necessary reporting to the regions.
Create metrics at regional and corporate level to measure portfolio management performance.
Establish and maintain Corporate Portfolio Management dashboard to provide necessary reporting, analysis and regional metrics to Senior Management.
Collect economic data for Busey regions/markets and oversee preparation of quarterly economic report.
Assist with developing and maintaining the processes used for the foregoing in accordance with loan policy/guidelines.
Management of other credit administration staff as determined by management.
Organize and coordinate portfolio management meetings, including but not limited to regional portfolio management, regional portfolio review, and corporate credit meetings.
Provide necessary credit information and reporting to other departments such as risk management and finance.
Assist in other special projects as assigned.

Education & Experience

Knowledge of:

Strong oral and written communication skills
Strong data collection and analysis skills
Strong organizational and project management skills

Ability to:

Multi-task and work independently
Analyze and solve problems
Take independent action within established guidelines and develop new procedures and approaches when needed
Perform duties under frequent time pressures

Education and Training:

Requires Bachelor’s degree with a concentration in Business, Finance or related field.
Requires 5 or more years of banking experience; preferably commercial lending or credit analysis.
Requires proficient knowledge of Microsoft Office Suite.
Requires experience in report writing and data analytics.
Knowledge of nCino and Axiom systems preferred.

Compensation and Benefits

Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.

(Base Pay Range: $64,000 - $90,000)

Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being—now and in the years to come—are important to us. Busey’s Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.

Equal Opportunity

Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey’s commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey’s Equal Opportunity Employment.

Unsolicited Resumes

Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.

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financial analyst jobs in estero fl

Credit Risk and Portfolio Management Analyst

Sr Plan Forecast Budget Analyst, Finance FP&A, FT,08A-4:30P

Net Revenue Analyst

Financial Analyst - FP&A & AI Analytics

Company Planner

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