Associate Financial Analyst at Universal Account Servicing LLC

Description

Job Summary: Under the direction of the Lead Financial Analyst, the Associate Financial Analyst assists in financial analysis and process improvement. This position collaborates with cross-functional teams and ensures accurate documentation and recordkeeping. 

 UGA offers full-time employees a benefit package that includes employer-subsidized health insurance, dental and vision insurance, voluntary life and short-term disability insurance, a Simple IRA with a 3% match, and Paid Time Off, including 4 hours of Volunteer Time Off per year.  

Principle Responsibilities: 

• Financial Analysis: Conduct financial analysis to identify trends, variances, and areas for improvement, providing insights to management for strategic decision-making. Assist with financial planning and modeling. 
• Process Improvement: Under the direction of the Business Process Lead, continuously assess and improve processes and procedures to streamline operations, enhance efficiency, and maintain data integrity.
• Collaboration: Collaborate with cross-functional teams, including finance, accounting, and operations, to gather relevant information and ensure accurate financial reporting.
• Documentation and Recordkeeping: Maintain accurate and organized financial records, ensuring documentation is complete and readily accessible for audits and internal reviews.
• Ad Hoc Projects: Participate in ad hoc projects and initiatives as assigned by management, providing financial expertise and support as needed.

Requirements

Knowledge, Skills, and Abilities:  

• Strong analytical and problem-solving skills, with a strong attention to detail and the ability to make data-driven decisions.
• Detail-oriented with a strong focus on financial data accuracy and validation. 
• Strong organizational and time management skills; demonstrated ability to work independently, prioritize tasks and manage time effectively in a fast-paced environment. 
• Proficient verbal and written communication skills, including the ability to collaborate with internal and external partners.  
• Strong knowledge of accounting principles and financial reporting standards (GAAP).
• Strong interpersonal skills with a proven ability to collaborate and work cross-functionally across various teams. 
• Proficient in Microsoft Office Suite or related software; advanced proficiency in Microsoft Excel; experience with Business Intelligence tools such as Tableau, Power BI, strongly preferred. 

Work Experience:  

• 2+ years experience in Finance or a related field, or commensurate combination of education and experience. 
• Demonstrated proficiency in financial analysis, including the ability to interpret financial data and identify trends.
• Experience in a highly regulated industry preferred. 

 Training and Education:  

• Bachelor’s degree in Finance, Business Analytics or a related field preferred; Associate’s degree or equivalent combination of education and experience required.  
• Complete all required training as assigned.

Working Environment and Requirements to Perform Job Responsibilities

• Ability to work full-time (average of 40-hours per week). 
• Ability to work in a shared office, private office, and/or cubicle in accordance with job duties and responsibilities. 
• Ability to be on location and/or assigned confidential location(s) for client services for all work hours.  
• Effective with shifting roles, responsibilities, and expectations in a changing work environment.  
• Ability to see computer screen, read, and complete forms
• Ability to lift up to 10 pounds with the ability to push, pull, bend, reach, and sit.
• Ability to sit for prolonged periods of time/work at a desk. 
• Ability to answer the phone in a busy environment – hear callers and be responsive.  
• Ability to work in a high intensity/fast paced work environment and be able to multi-task and prioritize.