Senior Product Portfolio Analyst (415)

Maxsys Financial Solutions is seeking a Senior Product Portfolio Analyst for a full-time opportunity in Plano with a global leader in their space.  This Senior Portfolio Analyst will be joining a team that collaborates with multiple departments (Risk, Sales and Treasury) in developing financial forecasts of assets, debt and deferred tax liabilities.   This role will be responsible for gathering and analyzing enterprise driven data and provide ad hoc financial support for upper level management.   Our client has an extremely entrepreneurial spirit about them and looking for a passionate Product Portfolio/Financial Analyst that shares that same mind-set.  They offer a competitive salary, excellent healthcare benefits, gym membership and a 401k with match.

Top Skill Requirements:

  • Portfolio analysis, Data analysis, SQL, SAS, Tableau, Financial modeling, Microsoft Office Suite
  • Collaborate with multiple departments (Risk, Sales and Treasury) in developing financial forecasts of assets, debt and deferred tax liabilities
  • Utilize his/her business knowledge and SME to help gather and analyze enterprise driven data and provide ad hoc financial support for upper level management
  • Query and analyze large amounts of data
  • Provide updates through monitoring of actual-to-expected results and plan versus prior plan results

 

Other Requirements:

  • Bachelor’s Degree in IT, Computer Science or Accounting/Finance
  • 5+ years’ experience in a hands-on Portfolio/Financial Analyst role
  • 3+ years’ experience with analytical and visualization tools (SAS and Tableau)
  • Experience analyzing information related to Earning Assets, Debt, Derivatives and Deferred Tax Liabilities on the Balance Sheet and Revenue, Interest Expense, Credit Losses and Residual Value Losses on Income Statements
  • Must possess expert level skills in data/financial modeling
  • 5+ years’ experience using Microsoft Office Suite tools
  • Prior experience supporting Treasury & Risk teams
  • Must possess strong organizational, analytical, communication and time management skills
  • Must be able to coordinate critical time-driven activities

 

Sponsorship is not provided; must be able to accept a full-time position without sponsorship requirements.

Job Features

Job CategoryFinancial Analyst, Portfolio Analyst