Financial Analyst - budgeting and forecasting (San Antonio, TX)
Highbridge Oak Banking Services · San Antonio, TX · full time
Highbridge Oak Banking Services is a regional lender in San Antonio with branches and a growing mobile service, and we need a Financial Analyst to lead our budgeting and forecasting.
You would join a small organisation of about 71 people based in San Antonio.
What you will do
• Support pricing and investment decisions with careful analysis.
• Explain monthly variances in plain language for managers.
• Build and update budgets and rolling forecasts with department leads.
• Model the cost of branch operations and recommend where to save.
• Automate recurring reports so they take hours, not days.
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
• A relevant degree or certification.
• Experience with fraud alerts.
Working arrangement
• Full-time, Monday to Friday.
• On site in San Antonio.
• We will tell you what to expect at each step of the hiring process.
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