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Banking Data Analyst Entry Level Jobs in Florida

ijetconnect

Financial Analyst

Boca Raton, FL

The Financial Analyst (Entry-Level) is responsible entering and tracking client engagements into ... Maintain confidentiality of client information and company data. What You Will Bring: * Familiarity ...

ijetconnect

Financial Analyst

Boca Raton, FL

The Financial Analyst (Entry-Level) is responsible entering and tracking client engagements into ... Maintain confidentiality of client information and company data. What You Will Bring: * Familiarity ...

TECO

Treasury Analyst

Tampa, FL · On-site

  • Medical

  • Dental

  • Retirement

  • PTO

Treasury Analyst Company: Tampa Electric Company State and City: Florida - Tampa Shift: 8 Hr. X 5 ... Maintain bank account records and data files, coordinate with banks to open/modify accounts, and ...

SANDOW

Database Analyst

Boca Raton, FL · On-site

Additionally, this individual will focus on maintaining data integrity throughout all Material Bank system databases, which includes managing the process of appending records with update data and ...

US Bank

Business Banking Relationship Analyst

Tampa, FL · Hybrid

$98K - $115K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Business Banking Relationship Credit Analyst partners closely with Business Banking Relationship Credit Analysts support client acquisition, onboarding, portfolio management, and ongoing ...

MUFG

Middle Office Investment Banking Analyst

Tampa, FL · Hybrid

$70K - $85K/yr

  • Medical

  • Retirement

  • PTO

In this team, Analysts provide daily operational support to our Front Office Account Officers and ... Process the initial facility set-up and booking of material data in the Bank's internal system(s)

Bank of America

Risk Process Analyst

Jacksonville, FL

$65K - $87K/yr

  • PTO

At Bank of America, we are guided by a common purpose to help make financial lives better through ... Assists with gathering, validating, analyzing, and documenting data required for test development ...

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Financial Analyst

ijetconnect

Boca Raton, FL

Full-time

Re-posted 11 days ago

Job description

Who Are We Looking For:

The Financial Analyst (Entry-Level) is responsible entering and tracking client engagements into our financial platforms, reviewing and analyzing schedules for payroll and billing accuracy, analysis of financial performance, and recommending relevant policy actions by collecting, mining, monitoring, and studying data.

What You Will You Work On: 

  • Assist with entry of new recurring clients or ad hoc engagements into Crisis24 systems (WinTeam, Salesforce, Concur) to include building Jobs, Customers, Bill Codes, etc.
  • Provide as needed technical troubleshooting report for operational leaders and schedulers
    Communicate or liaise with operations leadership, direct management, finance personnel, and other analysts in meeting tasks assigned by the firm
  • Support operations and finance personnel in tracking the completion of ad hoc engagements and assist with compiling information for accurate and timely billing
  • Review operations schedules for prior weeks for schedule entry/billing accuracy and provide analysis and corrections
  • Assist in the preparation of weekly, monthly, quarterly, and annual financial reports
    Conduct month end finance reviews
  • Optimize and automate finance applications to improve productivity
  • Perform budget and cost analysis, reviewing and advisory of financial status
  • Maintain confidentiality of client information and company data.

What You Will Bring:

  • Familiarity with financial and business tools such as WinTeam, Concur Expense, Pivot Payables, and Salesforce CRM is a plus.
  • Proficiency in Microsoft Excel, including pivot tables, VLOOKUP, and other advanced functions.
  • Bachelor’s degree in finance, Accounting, Business Administration, or a related discipline required.
  • Strong analytical skills with the ability to interpret complex data and provide actionable insights and recommendations.
  • Outstanding attention to detail and accuracy in all aspects of work.
  • Strong verbal and written communication skills, with the ability to convey information clearly and professionally.
  • Demonstrated ability to prioritize and manage multiple tasks or projects while meeting deadlines.
  • Strong interpersonal skills, with the ability to collaborate effectively with team members and stakeholders.
  • Adaptability and a positive attitude when navigating challenges or new responsibilities.

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