Overview
Financial Analyst – Investor Accounting Jobs in Plano, TX at Bank of America
Title: Financial Analyst – Investor Accounting
Company: Bank of America
Location: Plano, TX
Job Description:Responsible for development of financial reporting, analytics, and other information services systems to monitor results of servicing functions performed on “Serviced for Others” loans, asset loans and aggregate loan portfolios. Ensures accurate, efficient, and timely preparation of financial analysis for all loans within the servicing portfolio on a periodic or ad hoc basis for investors and/or corporate finance. This position carries great financial exposure and requires the ability to apply analytical skills and sound judgment, focusing on key areas of borrower impact, investor impact and corporate impact to ensure accurate management and administration of the portfolios. Requires ability to read and understand legal contracts and government regulations to manage the collateral of the investor and ensure servicing organization compliance. Handles more complex and varied levels of transactions requiring subject matter expertise in many facets of Loan Servicing and forensic accounting to resolve aged and complex transactional issues. Providing support and assistance to the Team Manager. Trains and mentors teammates, however does not have direct management responsibility.
Required Skills:
3-5 years of accounting, reconciliation, investor accounting, or comparable financial services experience
Proficient in all MS Office applications
Advanced Excel skills and usage of complex formulas
Strong research and analytic skills
Strong financial analysis and data presentation skills
Consistent and effective communication skills, both written and verbal
Desired Skills:
Bachelor degree preferred or equivalent work experience preferred and some Investor Asset Management experience.
Experience with pivot tables, macros, and vlookups
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