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Sr. Financial Analyst

Plano, TX 75024 | Staff Augmentation

Post Date: 03/08/2018 Job ID: 17002 Industry: ACCOUNTING



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.


Not likely


Abree Glover

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