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Financial Analyst - board reporting (San Antonio, TX)

Summit Haven Financial · San Antonio, TX · contract

Summit Haven Financial is looking for a Financial Analyst. The job centres on board reporting for vendor spend, and it would suit someone who likes steady, practical work. You would join a small organisation of about 133 people based in San Antonio. What you will do • Explain monthly variances in plain language for managers. • Build and update budgets and rolling forecasts with department leads. • Support pricing and investment decisions with careful analysis. • Automate recurring reports so they take hours, not days. • Prepare board and lender packs with clear charts. What we are looking for • Comfort presenting numbers to people who are not finance specialists. • Two to five years in financial analysis or a similar role. • Advanced Excel skills; SQL or BI experience helps. Nice to have • Experience with loan applications. • A relevant degree or certification. Working arrangement • Contract for eight months, with a review at the end and a chance of extension. • On site in San Antonio. • We will tell you what to expect at each step of the hiring process.

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