Financial Analyst Jobs in Plano, TX
A Financial Analyst in the banking industry is responsible for examining financial data, analyzing trends, preparing reports, and making recommendations based on their findings. They provide guidance to businesses and individuals making investment decisions and are responsible for financial forecasting and modeling. The Financial Analyst contributes to the bank's financial planning efforts and helps to manage and mitigate risks. They are expected to understand and explain complex financial concepts and provide insights to both colleagues and clients.
Important skills for a Financial Analyst include strong analytical and problem-solving skills, excellent numerical proficiency, good communication skills, and knowledge of financial software and databases. They should have a strong understanding of financial markets and banking regulations. Relevant certifications such as Certified Financial Analyst (CFA), Certified Management Accountant (CMA) or Certified Public Accountant (CPA) are highly valued. Prior to becoming a Financial Analyst, a person might have roles such as Finance Intern, Junior Financial Analyst, or Financial Advisor.
Real Estate Investment Analyst (Remote)
- Lakeview Loan Servicing
- Dallas, TX (24 miles from Plano, TX)
- 6 days ago
- Lakeview Loan Servicing
- Dallas, TX (24 miles from Plano, TX)
- 6 days ago
Lakeview Loan Servicing, LLC (the “Company”) is seeking exceptional candidates for the position of Real Estate Investment Analyst. The ideal candidate would have a passion for real estate and...
Remote WorkSenior Debt and Equity Analyst
- Dallas, TX (18 miles from Plano, TX)
- 5 hours ago
- Dallas, TX (18 miles from Plano, TX)
- 5 hours ago
At Northmarq, you can be part of something special. Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity,...
- Dallas, TX (18 miles from Plano, TX)
- 1 day ago
- Dallas, TX (18 miles from Plano, TX)
- 1 day ago
Financial Data Analyst Job Title: Financial Data Analyst Location: Plano TX Tax Term (W2, C2C): Job Type (Permanent/Contract) : Contract Duration: 12 Months Pay Range: $55/hr We are seeking...
- Allen, TX (7 miles from Plano, TX)
- 2 days ago
- Allen, TX (7 miles from Plano, TX)
- 2 days ago
We have an immediate need for a talented, data-driven Senior Financial Analyst to become an integral part of our Decision Support team....
- Richardson, TX (6 miles from Plano, TX)
- 2 days ago
- Richardson, TX (6 miles from Plano, TX)
- 2 days ago
Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly...
- Dallas, TX (18 miles from Plano, TX)
- 2 days ago
- Dallas, TX (18 miles from Plano, TX)
- 2 days ago
Overview McGuireWoods is seeking to hire a Private Equity Analyst to join the team in our Dallas, TX or Los Angeles (Century City), CA offices. The Private Equity Analyst provides essential...
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and...
Quantitative Financial Analyst
- Dallas, TX (18 miles from Plano, TX)
- 6 days ago
- Dallas, TX (18 miles from Plano, TX)
- 6 days ago
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and...
Sr. Quantitative Analyst - Sr. Associate Sr. Quantitative Analyst - Sr. Associate
- Plano, TX
- 7 days ago
- Plano, TX
- 7 days ago
Sr. Quantitative Analyst - Sr. Associate JPMorgan Chase 3.3 ( ) Plano, TX Why you should apply for a job to JPMorgan Chase : Ranked as one of the 61% say women are treated fairly and equally to...
Sr Financial Planning Analyst Sr Financial Planning Analyst
- Dallas, TX (18 miles from Plano, TX)
- 7 days ago
- Dallas, TX (18 miles from Plano, TX)
- 7 days ago
Sr Financial Planning Analyst CBRE 3.2 ( ) Dallas, TX Why you should apply for a job to CBRE : 67% say the CEO supports gender diversity Ratings are based on anonymous reviews by Fairygodboss...
- Dallas, TX (18 miles from Plano, TX)
- 7 days ago
- Dallas, TX (18 miles from Plano, TX)
- 7 days ago
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management....
- Plano, TX
- 7 days ago
- Plano, TX
- 7 days ago
Client Quantitative Analyst Team Lead - AML - Governance Controls Bank of America 3.2 ( ) Multiple Locations Why you should apply for a job to Bank of America : Ranked as one of the 57% say women...
- Dallas, TX (18 miles from Plano, TX)
- 7 days ago
- Dallas, TX (18 miles from Plano, TX)
- 7 days ago
Work Experience 2-5 years of experience in finance or accounting, finance asset management, or commercial lending Demonstrated Technical Competencies to include: Proficient in Microsoft Outlook, Excel...
- Dallas, TX (18 miles from Plano, TX)
- 7 days ago
- Dallas, TX (18 miles from Plano, TX)
- 7 days ago
Work Experience 2-5 years of experience in finance or accounting, finance asset management, or commercial lending Demonstrated Technical Competencies to include: Proficient in Microsoft Outlook, Excel...
, problem resolution, and supporting the needs of the Front Office related to a wide array of fixed income and bank loan instruments....
Remote WorkDemographic Data for Plano, TX
Moving to Plano, TX? Find some basic demographic data about Plano, TX below.
Financial Analyst Online Courses and Training Opportunities
Salary for Financial Analyst Jobs in Plano, TX
Required or preferred licenses and certifications for Financial Analyst positions.
Highest Education Level
Financial Analysts in Plano, TX offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Financial Analyst position
- Modeling
- Presentation
- Market Research
- Investment Analysis
- Acquisitions
- Commercial Real Estate
- Budget Planning
- Private Equity
- Budget Analysis
- Budgets
- Quantitative Analysis
- Fixed Income
- Equity Research
- Asset Allocation
- Education Experience
- Equities
- Bloomberg Terminal
- FactSet
- Financial Services
- Balance Sheets
- Corporate Finance
- Capital Markets
- Investment Banking
- Valuation
- Financial Statements
- Investment Management
- Variance Analysis
- Financial Planning and Analysis
- Financial Planning
- Financial Modeling
- Portfolio Management
- Due Diligence
- Asset Management
- Financial Analysis
- Financial Reporting
- Budget Forecasting
- Forecasting
- Risk Management
- Finance
- Strategy Development
- Decision Making
- Analytical Skills
- Auditing
- Accounting
- Written Communication
- Documentation
- Data Analysis
- Budgeting
- Reporting
- Collaboration
- Policy Development
- Bachelor's Degree
- Microsoft PowerPoint
- Regulations
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Research Skills
- Organization
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Financial Analyst Related Career Advice Articles
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »