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Financial Analyst - board reporting (Fort Worth, TX)

Stonegate Cedar Banking Services · Fort Worth, TX · full time

Stonegate Cedar Banking Services is looking for a Financial Analyst. The job centres on board reporting for loan files, and it would suit someone who likes steady, practical work. You would work closely with colleagues in operations, support and management. What you will do • Build and update budgets and rolling forecasts with department leads. • Explain monthly variances in plain language for managers. • Support pricing and investment decisions with careful analysis. • Prepare board and lender packs with clear charts. • Model the cost of loan files and recommend where to save. What we are looking for • Advanced Excel skills; SQL or BI experience helps. • Comfort presenting numbers to people who are not finance specialists. • Two to five years in financial analysis or a similar role. Nice to have • Experience with card disputes. • A relevant degree or certification. Working arrangement • Full-time, Monday to Friday. • On site in Fort Worth, with some flexibility after the first few months. • Applications are reviewed on a rolling basis.

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