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Senior Financial Analyst - budgeting and forecasting (New Orleans, LA)

Summit Sable Financial Group · New Orleans, LA · full time

Summit Sable Financial Group serves customers across New Orleans with accounts, loans and payments, and we need a Senior Financial Analyst to lead our budgeting and forecasting. Career paths are clear. What you will do • Automate recurring reports so they take hours, not days. • Prepare board and lender packs with clear charts. • Build and update budgets and rolling forecasts with department leads. • Explain monthly variances in plain language for managers. • Model the cost of customer onboarding and recommend where to save. What we are looking for • Advanced Excel skills; SQL or BI experience helps. • Two to five years in financial analysis or a similar role. • Comfort presenting numbers to people who are not finance specialists. Nice to have • Experience with loan applications. • A relevant degree or certification. Working arrangement • Full-time, Monday to Friday. • On site in New Orleans, with some flexibility after the first few months. • We reply to every applicant.

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