Job Description
Job Description
Job Title: Financial Analyst
Location: Hartford County / Hybrid
Position Type: Full Time/Permanent Position
Recruiter Contact: Sal Fiorillo - Sal.Fiorillo@Roberthalf
Reference: SF0013279352
WHY WE LIKE THIS ROLE / COMPANY:
- Culture – very collaborative team, great place to work and a client we have placed many professionals with! We have made multiple placements over the recent years and they are all still there doing well across different teams!
- Amazing office and facilities: Outdoor pickleball court, putting green, beautiful gym that people use on their lunch breaks!
- Strong benefit package– competitive MDV plans, paid volunteer time off, 5% dollar for dollar match on 401k!
- Growth potential! Lots of exposure to management team in an organization that continues to grow at a rapid pace.
- Tenure - Reporting into someone who has been with organization for 30 years! Great leader to grow under!
Key Responsibilities
- This role blends banking operations, treasury systems management, and cash management with a strong focus on data analytics and process improvement.
- Administer bank accounts, access, and authorizations; conduct governance audits.
- Manage and analyze bank fees; prepare budgets and trend reports.
- Oversee treasury technology platforms (system configuration, reporting, troubleshooting, upgrades).
- Partner with banks to evaluate and implement new products, systems, and processes.
- Support cash positioning, forecasting, wire transfers, and related accounting.
- Participate in acquisitions/divestitures, system implementations, and disaster recovery planning.
- Create process documentation, dashboards, and management reports.
Requirements:
- Bachelor’s degree in Accounting, Finance, or related field; 3+ years in an analytical role
- Advanced Excel skills (pivot tables, complex formulas, data modeling) and experience with Power BI, queries, dashboards, and report writing.
- Strong analytical abilities with proven data summarization and visualization skills.
- Soft skills that stand out: collaborative, self-starter, team-oriented, eager to learn and grow, organized, and adaptable.
- Treasury/banking experience is a plus!
Requirements:
- Bachelor’s degree in Accounting, Finance, or related field; 3+ years in an analytical role
- Advanced Excel skills (pivot tables, complex formulas, data modeling) and experience with Power BI, queries, dashboards, and report writing.
- Strong analytical abilities with proven data summarization and visualization skills.
- Soft skills that stand out: collaborative, self-starter, team-oriented, eager to learn and grow, organized, and adaptable.
- Treasury/banking experience is a plus!