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Senior Financial Analyst - budgeting and forecasting (remote)

Clearpath Vale Financial · Remote · contract

Clearpath Vale Financial serves customers across Dallas with accounts, loans and payments. We are hiring a Senior Financial Analyst to take on budgeting and forecasting. You would work closely with colleagues in operations, support and management. What you will do • Automate recurring reports so they take hours, not days. • Prepare board and lender packs with clear charts. • Explain monthly variances in plain language for managers. • Build and update budgets and rolling forecasts with department leads. • Model the cost of regulatory reports 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 • A relevant degree or certification. • Experience with loan applications. Working arrangement • Contract for twelve months, with a review at the end and a chance of extension. • Fully remote, with an occasional day on site in Dallas. • Applications are reviewed on a rolling basis.

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