Analyst - Financial jobs in United States
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NBS · 1 month ago

Analyst - Financial

NBS is a consulting firm helping communities fund tomorrow, and they are seeking an Analyst - Financial to assist in the administration of Special Financing Districts. The role involves data management, financial analyses, calculation of taxes and assessments, and providing client services.

BankingCreditFinancial ServicesInsurance
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Work & Life Balance

Responsibilities

Gather, clean, and organize data from various sources, ensuring data is accurate and accessible for analysis
Conduct data validation and ensure the accuracy and completeness of data before analysis
Review and manage large datasets, ensuring consistency and integrity throughout the process
Effectively evaluate and interpret financial, accounting, and legal data
Perform regular audits to ensure data integrity and implement corrective actions when necessary
Compile findings into clear, well-organized reports and presentations for senior team members and clients
Use data visualization tools to present data in easily understandable formats such as dashboards, charts and graphs
Draft detailed written summaries to accompany reports, explaining methodologies, findings and recommendations
Review and cross-check reports to ensure consistency and quality across all deliverables
Develop and maintain professional relationships with clients and their assigned representatives
Provide timely data-driven responses to management and client inquiries during project phases
Assist in client meetings, offering insights or explanations regarding data findings and conclusions
Collaborate with senior team members to ensure client deliverables are met and align with project objectives
Support the planning, execution, and delivery of consulting projects through tracking and managing assigned tasks, ensuring deadlines are met
Prepare and maintain project documentation and communicate project updates to team members and clients, ensuring alignment and transparency
Identify potential risks, or issues, and escalate them to senior team members for resolution

Qualification

Data analysisMicrosoft ExcelData visualizationClient relationship managementWritten communicationVerbal communicationTime managementAttention to detail

Required

Ability to learn how to analyze and interpret statutes and regulatory codes
Establish and maintain effective client relationships
Possess excellent organization skills and time management skills
Advanced proficiency in Microsoft Office, specifically Excel
Ability to analyze complex sets of data within various program platforms
Excellent written and verbal communication skills
Ability to identify and escalate issues beyond the current level of expertise
Must display attention to detail and to be meticulous and accurate in handling large data sets
Ability to adjust and manage competing priorities

Preferred

Education may vary; a degree in business, public administration, finance, or IT is preferred

Benefits

Employee Stock Ownership Program – 100% Employee Owned
401k Plan with a generous employer match
Medical and Dental Insurance coverage is paid in full for the employee.
Paid Vacation, Sick, Holidays, and Volunteer time.
Life insurance covering the employee in the sum of $100,000, is paid in full by NBS.
Short- and long-term disability insurance for the employee is paid in full by NBS.

Company

NBS

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Narodna banka Srbije je centralna banka Republike Srbije.

Funding

Current Stage
Late Stage

Leadership Team

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Mark McIver
Co-Owner, CFO
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Company data provided by crunchbase