Financial Analyst

Summary

Great American Insurance Group is an insurance organization whose Invictus Analytics subsidiary provides regulatory advisory, stress testing, CECL calculations, and capital planning services to community banks. The Financial Analyst conducts financial and loan-level analyses, builds financial models, prepares client deliverables, supports strategic planning, and communicates findings to clients and internal stakeholders.

Responsibilities

• Conducts financial analysis to support client engagements, strategic initiatives, and internal business decisions
• Participates in client meetings to understand financial and regulatory position, define analysis objectives, and establish deliverables
• Collaborates with bank clients to gather required data and inputs for analysis. Builds, updates, and maintains financial models to forecast performance, evaluate risk, and support capital planning
• Performs loan-level and portfolio-level analysis and prepares reports, dashboards, and client deliverables
• Supports the presentation and delivery of analysis results to clients and internal stakeholders
• Works with clients on an ongoing basis to support implementation and integration of analytical findings
• Tracks and analyzes key performance indicators (KPIs) and financial metrics. Assists with budgeting, long-term planning, and forecast updates based on changing business conditions and market trends
• Identifies financial risks and contributes to the development of mitigation strategies. Ensures accuracy, data integrity, and compliance with regulatory expectations and internal controls
• Collaborates cross-functionally to support operational and strategic initiatives
• Communicates financial concepts clearly to both technical and non-technical audiences
• Identifies opportunities for process improvements to enhance efficiency and scalability within the finance function
• Performs other duties as assigned

Skills

• This position is not eligible for employment visa sponsorship. Applicants must be authorized to work in the United States without the need for current or future sponsorship
• This role is fully remote within the United States
• Bachelor's degree in Finance, Accounting, Economics, or a related field
• Generally, 1-4 years of experience in Financial Analysis or Accounting
• Proficient in financial software and tools (e.g., Excel, SQL, financial planning software)
• Strong analytical skills with the ability to use data to analyze situations, identify problems, and develop effective solutions
• Strong communication and presentation skills

Qualifications

Must Haves

• This position is not eligible for employment visa sponsorship. Applicants must be authorized to work in the United States without the need for current or future sponsorship
• This role is fully remote within the United States
• Bachelor's degree in Finance, Accounting, Economics, or a related field
• Generally, 1-4 years of experience in Financial Analysis or Accounting
• Proficient in financial software and tools (e.g., Excel, SQL, financial planning software)
• Strong analytical skills with the ability to use data to analyze situations, identify problems, and develop effective solutions
• Strong communication and presentation skills

Benefits

• Full-time employees have access to medical, dental, and vision coverage
• Full-time employees have access to wellness plans
• Full-time employees have access to parental leave
• Full-time employees have access to adoption assistance
• Full-time employees have access to tuition reimbursement
• Full-time and eligible part-time employees enjoy Paid Time Off
• Full-time and eligible part-time employees enjoy paid holidays
• Full-time and eligible part-time employees enjoy a 401(k) plan with company match
• Full-time and eligible part-time employees enjoy an employee stock purchase plan
• Full-time and eligible part-time employees enjoy commuter benefits