Financial Analyst

Invictus Analytics, a member of ABA Insurance Services, a fully owned subsidiary of Great American Insurance Group, is a strategic advisory firm that helps community banks unlock capital, prepare for emerging risks, and satisfy regulatory expectations with confidence. By combining deep regulatory insight with proprietary, SOC-certified technology and loan-level analytics, Invictus delivers customized stress testing, CECL calculations, and capital planning that go far beyond "check-the-box" compliance. 

https://www.invictusgrp.com/about-invictus-group 

We are seeking a Financial Analyst to join the Invictus team. This role is fully remote within the United States.  

Essential Job Functions and 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. 

Job Requirements 

• 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.  

This job is non-exempt in Washington.