We are looking for an entry-level Financial Analyst to support balance sheet analysis and reporting within a banking environment in Plano, Texas. This Contract position is ideal for someone who is comfortable working with financial data, validating model inputs, and using Excel to organize and assess large sets of information. The role will focus on preparing reporting data, reviewing results for accuracy, and helping deliver reliable financial outputs to internal stakeholders.
Responsibilities:
• Build and update balance sheet assumptions in Excel to support financial analysis and reporting activities.
• Gather information from call reports, regulatory filings, and client-provided data extracts, then organize it for downstream use.
• Clean, standardize, and prepare source data before loading it into financial models.
• Review model inputs and outputs to confirm the information is logical, complete, and ready for use.
• Perform quality checks on reports and analysis to identify inconsistencies and improve accuracy before final delivery.
• Create and use pivot tables, advanced formulas, and lookup functions to analyze financial data efficiently.
• Compare data sets against established indexes and reference points to ensure alignment and reasonableness.
• Assist with the release of completed analysis by confirming materials meet reporting expectations and deadlines.
• Bachelor’s degree in Finance, Accounting, Economics, or a related field, or equivalent analytical experience.
• Entry-level understanding of financial analysis, balance sheet concepts, and core accounting principles.
• Strong Excel skills, including pivot tables, lookup functions, and logical formulas used in data validation.
• Experience working with financial systems, accounting software, or reporting tools such as Crystal Reports, CRM platforms, or ADP Financial Services.
• Familiarity with auditing practices, accrual accounting, budget processes, or capital management concepts.
• Ability to work with large data sets, perform detailed reviews, and spot inconsistencies in financial information.
• Strong organizational skills and attention to detail with the ability to manage multiple tasks in a deadline-driven setting.
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
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