Financial Analyst

Overview

This full-time, fully-remote Financial Analyst role supports investments by performing financial modeling, forecasting, variance analysis, and data reporting to inform management decisions. Work centers on analyzing client-related financial data and producing clear reports and dashboards to help monitor financial performance, risk, and strategic initiatives in a Nevada-regulated trust environment.

FLSA Status: Exempt – Administrative/Professional

Responsibilities

• Develop and maintain financial models to support budgeting, forecasting, pricing of trust services, and scenario analysis.
• Analyze monthly and quarterly financial results, including revenue, expenses, and key performance indicators; prepare variance explanations for management review.
• Monitor trust-related fee income, account activity, and product profitability for a non-custodial retail trust platform; identify trends, opportunities, and risks.
• Compile and analyze data from third-party platforms, trust accounting, and CRM systems to produce management reports and dashboards in Excel or business intelligence tools.
• Assist with periodic reforecast processes, including collecting assumptions, updating models, and preparing presentations.
• Support cash flow analysis, capital planning, and liquidity monitoring related to trust operations, consistent with Nevada trust company requirements.
• Prepare clear written analyses, summaries, and recommendations that support client decision-making.
• Partner with Trust Operations, Compliance, and Client Service teams to analyze the financial impact of new products, pricing changes, or process changes.
• Support data requests for audits, regulatory examinations, and internal control reviews by gathering financial information and documenting methodologies.
• Maintain documentation of key assumptions, methods, and data sources used in financial models and reports.
• Support continuous improvement of reporting processes, including standardization, automation, and quality control for recurring financial reports.
• Perform ad hoc financial and operational analyses for special projects, strategic initiatives, or new business opportunities.
• Provide backup support for basic trust reporting or reconciliations during peak periods or staff absences, consistent with skill set and training.
• Participate in cross-functional workgroups related to technology, process improvement, or AI-enabled analytics, as appropriate.

Requirements

• Bachelor’s degree in finance, accounting, economics, or a related field, or equivalent combination of education and relevant experience.
• 1–3 years of experience in financial analysis, budgeting, forecasting, or related analytical work (financial services experience preferred).
• Strong proficiency with Microsoft Excel (including formulas, pivot tables, and basic modeling) and solid skills in Word and PowerPoint.
• Ability to analyze quantitative data, identify patterns and variances, and communicate findings clearly and concisely, verbally and in writing.
• High attention to detail, accuracy, and data integrity; ability to manage multiple priorities and meet deadlines.
• Commitment to confidentiality and proper handling of sensitive financial and client information.
• Demonstrated integrity, judgment, and accountability in a regulated financial services setting.

Preferred Qualifications

• Experience in a bank, trust company, wealth management firm, or similar regulated financial institution, particularly in a non-custodial or directed trust environment.
• Experience with trust accounting, general ledger systems, or business intelligence/reporting tools.
• Professional certifications or progress toward credentials such as CFA, CPA, or CTFA.

Knowledge, Skills, and Abilities

• Knowledge of financial analysis techniques, including variance analysis, cash flow analysis, and basic valuation or pricing methods.
• Understanding of trust company fee income and operating expenses, or ability to learn this specialized environment.
• Strong analytical and problem-solving skills, including interpreting complex data and providing practical, business-oriented recommendations.
• Effective interpersonal skills and ability to collaborate with colleagues across Finance, Trust Operations, Compliance, and Client Service.

Compensation & Benefits

• No compensation or benefits details were provided.

Location & Work Schedule

• Fully-remote position.
• Standard work hours are typically Monday through Friday during regular business hours, with additional time as needed to meet business, reporting, or regulatory deadlines.

Physical Demands & Work Environment

• Primarily sedentary work in a professional office environment; ability to remain at a workstation for extended periods.
• Frequent use of a computer, keyboard, mouse, telephone, and other standard office equipment requiring repetitive hand and finger movement and fine motor coordination.
• Ability to read printed materials and information on a computer screen and to communicate effectively in person, over video, and by telephone or email.
• Occasional lifting, carrying, or moving of files, laptop, or office materials typically weighing up to 15–20 pounds.
• Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions of the job, consistent with the Americans with Disabilities Act (ADA) and applicable state and local law.

EEO & Accommodation

• Equal Employment Opportunity and Reasonable Accommodation statements apply consistent with federal, Nevada, and local law.

Disclaimer

This job description is intended to describe the general content and essential functions of the work performed by employees in this role. It is not an exhaustive list of all duties, responsibilities, or qualifications associated with the position, and it does not create an employment contract. Duties may be modified at any time, consistent with applicable law.