Senior Financial Analyst

AccessLex Institute

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West Chester, PA, us on site Until 8/22/2026 First posted March 20, 2025 Last posted March 20, 2025
Job description

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Assists Managing Director, Portfolio Management with analytic needs on the company's loan portfolio, default/recovery portfolio, investment portfolio and general finance activities.

Required Skills:

* Perform activities consistent with financial accounting and reporting including the communication of results with department heads and corporate leaders.

* Serve as the “go to” person for financial analysis matters (strategic or tactical)

* Business evaluation and investment portfolio analysis generating results via calculation of ROI, NPV, DCF, IRR.

* Perform financial variance analysis and provide concise explanations for deviation from expectations.

* Take leadership role to improve and manage the forecasting and budgeting tools and processes.

* Participates in portfolio purchases/sales.

* Participates in company-sponsored projects as Portfolio Management's representative, as needed.

* Identifies process improvements and automation for reporting processes.

* Special projects as directed.

Required Experience:

Education

Bachelor's degree in Finance, Accounting, Math, Economics; Master's degree preferred.

Knowledge and Experience

* 4-6 years of related and relevant work experience with financial services industry is a plus.

* Strong computer/Excel database query skills.

* Proven analytical and financial modelling ability.

* Excellent verbal, written and interpersonal skills.

* Strong working knowledge of P&L's/GAAP.

* Prior experience in loan analysis and/or trust administration a plus.

* Familiarity with operational aspects of student loans and asset backed securitization a plus.

* Skilled at using MS Office Management Tools - MS Word, MS Excel, MS Access, MS Outlook.

* Knowledge of databases, query languages and reporting applications.



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PI99257612

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About this role

Summary

Analyze financial portfolios, improve reporting, support investment decisions, and participate in portfolio transactions.

Job title

Senior Financial Analyst

Experience level

4-6 years

Industry

financial services

Location requirements

West Chester, PA, on-site role

Salary

Not specified

Management role

No

Skills & keywords

Required skills

financial analysisExcelfinancial modelingGAAPportfolio management

Preferred skills

loan analysistrust administrationasset-backed securitizationdatabase query languages

Specializations

financial analysisportfolio managementinvestment analysisfinancial modeling
Locations

Structured locations inferred from the posting.

West Chester, PA, USA

On-site City