Credit Analyst responsible for approving loans and making credit recommendations at U.S. Bank. Conducting credit analysis, evaluating customer accounts, and mitigating risk in loan processes.
UC
Hybrid Controllership Analyst – Mid Level
Posted last week
About the role
- Financial Analyst focused on budgeting and economic-financial analysis for the Grupo UBEC's educational institutions. Collaborating on financial reporting and strategic planning.
Responsibilities
- Import and authenticate system postings into spreadsheets, as well as perform reconciliation, closing, and issuance of monthly reports, observing deadlines, procedures and the specificities of each mission unit to generate data for budget and cost management.
- Analyze and respond to requests and tickets opened in the management platform related to budget availability, applying higher technical skill and proficiency to clarify questions about budget execution and resolve opened tickets.
- Monitor, reconcile and report on the accounting of agreements, by analyzing budget spending reports and processing related activities, handling situations that demand higher technical skill and complexity to ensure controls and the correct presentation of financial information.
- Validate revenue and expense postings for the month and/or cumulative periods using spreadsheets generated by the operational system for verification, analysis and budget monitoring of the units.
- Prepare consolidated spreadsheets and reports and develop result presentations (Income Statement - DRE; Investments; Philanthropy; and Indicators), proposing improvements and/or adjustments to activities as needed to support management with data and indicators for presenting Grupo UBEC’s financial and accounting information.
- Prepare management reports (Income Statement - DRE; cash flow; balance sheet) and their respective variances using spreadsheets and monitoring monthly expenses by cost center, to reflect operations carried out by mission units and provide managers with information for decision-making.
- Support the preparation and review of the budget proposal, and prepare and release system data (payroll import, delinquency projection and transfers) to contribute to the budget preparation of mission units and assist in presentations to Grupo UBEC’s key stakeholders.
- Review and analyze the history of accounting accounts and participate in the revision of financial statements, proposing recommendations and/or adjustments to the data collected to ensure accuracy and efficiency in presenting results.
- Conduct economic-financial feasibility studies and review and monitor pricing and results of courses offered by Grupo UBEC to ensure budget execution.
- Prepare and analyze KPIs, spreadsheets, charts, presentations and data reports, expand the use of indicators and action-plan rollouts, and work on day-to-day solutions to provide management with indicators and contribute to process improvements in the area.
- Participate in the preparation and review of Business Plans, performing financial projections, feasibility analyses and scenario simulations.
- Perform other duties of the same nature and level of complexity associated with the organizational environment.
Requirements
- Bachelor’s degree in Accounting, Economics or Business Administration; postgraduate studies or MBA in progress in a field related to the role.
- Budget planning experience;
- Analysis of economic-financial indicators;
- Development of budget assumptions;
- Pricing studies;
- Financial mathematics;
- Development and analysis of dashboards and other control tools.
- Advanced Excel proficiency, with the ability to build financial models, automate controls and perform managerial analyses.
- Experience with Power BI, including data handling, creation of management dashboards and tracking of financial KPIs.
- Experience analyzing Business Plans.
Benefits
- Career and Compensation Plan (PCCS) to support your growth 🚀
- Transportation allowance
- Meal or food allowance
- Free parking
- Bradesco medical and dental coverage
- Oásis Program: psychological support and more
- Life insurance
- Tuition scholarship: 75% at Universidade Católica or 50% at Colégio Católica
- Extended maternity and paternity leave
- SESC partnership benefits
- Day Off to recharge
- Payroll-deductible loan (consigned credit)
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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