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Sr. Financial Analyst
5801 Tennyson Pkwy Suite 600 Plano, TX 75024 | Staff Augmentation
Financial Additions has partnered with a premier company in the Plano area in search of a Senior Financial Analyst. The role is contract only to start and will last 6+ months with a possible extension thereafter.
Duties and Responsibilities:
- Review a sample of our 30 monthly investor reports to tie them back to the transaction documents.
- Participate in the quality control process to ensure every one of the 200+ values reported on every investor report is accurate.
- Assist in providing documentation to auditors, as well as examining instances of non-compliance with SEC mandated servicing criteria under Regulation AB.
Qualifications and Requirements:
- 2+ years of management experience with a Big 4 or national accounting firm.
- Advanced Excel – Vlookup, Data filtering, linking, pivot tables, quick keys, 10-key, high speed (no macros)
- Experience with compliance (SOX, other regulatory) requirements and testing.