Senior Closing Officer responsible for pre - closing and closing functions for credit products at KeyBank. Managing complex transactions and providing expertise to drive successful loan closures.
About the role
- Specialist, Financial Analysis at Lincoln Financial preparing and analyzing complex financial information and assisting management with insights. Collaborate with financial teams to support decision-making with accurate data.
Responsibilities
- Prepare, analyze and report on more complex financial information
- Responsible for updating/maintaining financial forecasts and related modeling
- Identify and recommend process improvements that significantly reduce workloads or improve quality
- Evaluate financial information to develop and deliver more complex standard, and ad-hoc financial analysis
- Provide management with a more complex financial perspective
- Consults/Analyze on more complex assignments and/or projects
- Maintain knowledge on current and emerging developments/trends, assess the impact, and collaborate with management to incorporate new trends and developments in current and future solutions
- Provide support to the financial analysis team in the preparation and delivery the analysis of financial information including more complex financial analysis
- Identify financial analysis issues/concerns and recommend mitigation solution(s) to management
- Champion and enhance organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives
Requirements
- 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
- 1 - 3+ Years experience in financial analysis and/or Retirement Plan Services
- Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
- Demonstrates the ability to use sound judgment and discretion regarding confidential information
- Demonstrated strong relationship management skills with internal clients (e.g. management, peers and colleagues); proven ability to develop collaborative approaches
- Demonstrates ability to identify and recommend process improvements
- Strong project management skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines
Benefits
- Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
- Leadership development and virtual training opportunities
- PTO/parental leave
- Competitive 401K and employee benefits
- Free financial counseling, health coaching and employee assistance program
- Tuition assistance program
- Work arrangements that work for you
- Effective productivity/technology tools and training
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