Financial Analyst

Posted Yesterday
Carmel, IN
In-Office
Junior
Fintech • Software • Financial Services
The Role
The Financial Analyst supports the Credit Administration department with financial analysis, reporting, and maintains financial processes and controls.
Summary Generated by Built In

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We're committed to bringing passion and customer focus to the business.

Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Job Summary:

The Financial Analyst is a key member of our Credit Administration department.  We are seeking highly motivated individuals with strong analytical skills who can effectively provide accurate and in-depth analysis within the framework of established companies and regulatory guidelines.  The Financial Analyst will be assisting in various types of finance and accounting for all entities within the Bank.  The Financial Analyst primarily assumes responsibility and accountability for maintaining and developing sound processes, controls, preparation and analysis of economic value and net interest margin.

Essential Job Functions include, but are not limited to:

  • Monthly portfolio variance analysis workbook maintenance on MFAH real estate investments.
  • Acquisition rehab underwriting models for capital transactions.
  • Weekly portfolio performance statistics reports
  • Monthly update for UFB subsidiary deal activity.
  • Prepare weekly MFAH Housing workbook.
  • Attend weekly property meetings to learn about status and updates.
  • Monthly update of draw availability report.
  • Weekly touch base with Chief Credit Officer
  • DSCR and Trend analysis for MFAH portfolio.
  • Monthly update of Exposure/LTV Report
  • Monthly download Birge Held financials and save to UFB shared drive.
  • Quarterly Dashboard reports
  • Other projects as assigned.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. In accordance with the Americans with Disabilities Act, Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

Skills and Abilities Required to Perform Essential Job Functions:

  • Strong interpersonal and communication skills.
  • Excellent organizational and time management skills.
  • Highly Advanced Proficiency in Excel – i.e. macros, array functions, xlookup/index match, etc.
  • Possess a high degree of integrity when dealing with sensitive information.
  • Familiarity with financial terminology.
  • Ability to be a proactive, energetic team player.
  • Ability to maintain thoroughness and accuracy in your work while operating under pressure and within short deadlines.
  • Demonstrated willingness and ability to further one’s competence with respect to job demands.

Education, Experience and Qualifications:

  • ‪Bachelor’s Degree required. Preferred in business, finance, or accounting.
  • One to two years accounting experience in financial institutions is preferred.
  • Experience with real estate or banking a plus.
  • CFA designation progress or willingness to pursue preferred.

Physical Requirements of Essential Job Functions:

The associate is frequently required to sit and/or stand, communicate, reach, and manipulate objects, tools or controls that are typical of an office/bank environment. Lifting items weighting up to 10 pounds on a consistent basis. Manual dexterity and coordination are required over 80% of the work period while operating equipment such as computers, phones, calculators, etc.

Working Conditions:

  • Typical office environment.
  • Extended viewing of computer screens.
  • Regular office hours are Mon thru Friday from 8am to 5pm. At times, working outside of the stated regular hours may be required.
  • Occasional travel may be required.

The above statements are intended to describe the general nature and level of work performed by associates assigned to this position. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of the associate classified as such. Duties and responsibilities may be added or changed as deemed appropriate by management at any time therefore, they could differ from those outlined above.

United Fidelity Bank is proud to be an Equal Opportunity/Affirmative Action employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.

Top Skills

Excel
Financial Modeling
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The Company
HQ: Evansville, Indiana
178 Employees

What We Do

United Fidelity Bank is available to help with your personal, commercial and lending needs. Whether you are looking for a high yield checking account, savings account, certificate of deposit (CD), mortgage loan, or an ATM near you, United Fidelity Bank is ready to meet your financial needs!

Business Banking
Personal Banking
Mortgage Lending
Health Savings Account
Commercial Lending
Consumer Lending
Access Anytime
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Ultimate Access

Enjoy FREE, convenient banking. Your United Fidelity Bank account information is available 24 hours a day.
Online Banking and Bill Pay
Notifi Alerts
Mobile Banking

Surcharge-Free access to over 93,000 ATMs
Allpoint Network®
Money Pass®
Alliance One™

Visit www.unitedfidelity.com or one of our local banking centers below:
Evansville, IN
Mount Vernon, IN
Newburgh, IN
Fort Branch, IN
Fort Myers, FL
Fort Walton Beach, FL
Destin, FL
Chicago, IL
Denver, CO
Aurora, CO
Carmel, IN
Shelbyville, IL
St. Elmo, IL
Herrick, IL
Cowden, IL

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