Financial Analyst - board reporting (Dallas, TX)

We are growing our team at Stonegate Oak Banking Services Group and adding a Financial Analyst whose main responsibility will be board reporting. You would join a small organisation of about 44 people based in Dallas. What you will do • Prepare board and lender packs with clear charts. • Build and update budgets and rolling forecasts with department leads. • Automate recurring reports so they take hours, not days. • Support pricing and investment decisions with careful analysis. • Model the cost of deposit accounts and recommend where to save. What we are looking for • Comfort presenting numbers to people who are not finance specialists. • Advanced Excel skills; SQL or BI experience helps. • Two to five years in financial analysis or a similar role. Nice to have • Experience with fraud alerts. • A relevant degree or certification. Working arrangement • Contract for eight months, with the possibility of becoming permanent. • On site in Dallas, with some flexibility after the first few months. • We will tell you what to expect at each step of the hiring process.