Associate Financial Analyst at Universal Account Servicing LLC

Parkville, Missouri, United States -

Full Time

Start Date

Immediate

Expiry Date

18 Dec, 25

Salary

0.0

Posted On

19 Sep, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Analytical Skills, Problem-Solving, Attention to Detail, Financial Analysis, Process Improvement, Collaboration, Documentation, Recordkeeping, Organizational Skills, Time Management, Communication Skills, Accounting Principles, Interpersonal Skills, Microsoft Office, Microsoft Excel, Business Intelligence Tools

Industry

Financial Services

Description

Description Job Summary: Under the direction of the Lead Financial Analyst, the Associate Financial Analyst assists in financial analysis and process improvement. This position collaborates with cross-functional teams and ensures accurate documentation and recordkeeping. UGA offers full-time employees a benefit package that includes employer-subsidized health insurance, dental and vision insurance, voluntary life and short-term disability insurance, a Simple IRA with a 3% match, and Paid Time Off, including 4 hours of Volunteer Time Off per year. Principle Responsibilities: Financial Analysis: Conduct financial analysis to identify trends, variances, and areas for improvement, providing insights to management for strategic decision-making. Assist with financial planning and modeling. Process Improvement: Under the direction of the Business Process Lead, continuously assess and improve processes and procedures to streamline operations, enhance efficiency, and maintain data integrity. Collaboration: Collaborate with cross-functional teams, including finance, accounting, and operations, to gather relevant information and ensure accurate financial reporting. Documentation and Recordkeeping: Maintain accurate and organized financial records, ensuring documentation is complete and readily accessible for audits and internal reviews. Ad Hoc Projects: Participate in ad hoc projects and initiatives as assigned by management, providing financial expertise and support as needed. Requirements Knowledge, Skills, and Abilities: Strong analytical and problem-solving skills, with a strong attention to detail and the ability to make data-driven decisions. Detail-oriented with a strong focus on financial data accuracy and validation. Strong organizational and time management skills; demonstrated ability to work independently, prioritize tasks and manage time effectively in a fast-paced environment. Proficient verbal and written communication skills, including the ability to collaborate with internal and external partners. Strong knowledge of accounting principles and financial reporting standards (GAAP). Strong interpersonal skills with a proven ability to collaborate and work cross-functionally across various teams. Proficient in Microsoft Office Suite or related software; advanced proficiency in Microsoft Excel; experience with Business Intelligence tools such as Tableau, Power BI, strongly preferred. Work Experience: 2+ years experience in Finance or a related field, or commensurate combination of education and experience. Demonstrated proficiency in financial analysis, including the ability to interpret financial data and identify trends. Experience in a highly regulated industry preferred. Training and Education: Bachelor’s degree in Finance, Business Analytics or a related field preferred; Associate’s degree or equivalent combination of education and experience required. Complete all required training as assigned. Working Environment and Requirements to Perform Job Responsibilities Ability to work full-time (average of 40-hours per week). Ability to work in a shared office, private office, and/or cubicle in accordance with job duties and responsibilities. Ability to be on location and/or assigned confidential location(s) for client services for all work hours. Effective with shifting roles, responsibilities, and expectations in a changing work environment. Ability to see computer screen, read, and complete forms Ability to lift up to 10 pounds with the ability to push, pull, bend, reach, and sit. Ability to sit for prolonged periods of time/work at a desk. Ability to answer the phone in a busy environment – hear callers and be responsive. Ability to work in a high intensity/fast paced work environment and be able to multi-task and prioritize.

Responsibilities

The Associate Financial Analyst conducts financial analysis to identify trends and areas for improvement while collaborating with cross-functional teams. They also maintain accurate financial records and participate in ad hoc projects as assigned by management.