Portfolio Monitoring and Reporting Analyst

Core Competencies: Ethics. Works with integrity; Upholds organizational values. Dependability. Follows instructions, responds to management direction; results oriented and committed to achieving objectives and tasks as required. Teamwork and Collaboration. Exhibits objectivity and openness to others views; Gives and welcomes feedback; Contributes to building a positive culture. Communicates effectively. Professionalism. approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration; Accountable of all actions and decisions. Organizational Support. Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization’s goals and values. Quality Management. Looks for ways to improve and promote quality; Demonstrates accuracy and thoroughness. Decision Making. Analyzes each situation, looking for opportunities to make any situation more beneficial for the company. Participates effectively in communication to achieve optimum results. Task Required: Support legal claims and case reviews by analyzing relevant financial data and documentation. Review and interpret financial statements, bank records, and other financial documents to assess accuracy and credibility. Conduct credit analysis and loan application evaluations to determine risk levels and financial viability. Prepare detailed financial summaries, models, and reports to support internal reviews and external stakeholders. Collaborate with legal and compliance teams to ensure all financial findings align with regulatory and procedural standards. Identify financial trends, irregularities, and risks within claims or credit applications. Maintain accurate records and ensure confidentiality of sensitive financial data Maintain and manage the database of loans and collateral (~350,000 line items), including data ingestion, cleansing, and standardization from borrowers. Support the development and maintenance of SQL/Python-based systems (and future ETL tools) for data management, reporting, and BI dashboards (internal and external). Requirements Bachelor’s degree in Finance, Accounting, Economics, or a related field. 2–4 years of relevant experience in financial analysis, credit evaluation, or loan assessment. Strong knowledge of financial statements, cash flow analysis, and credit risk principles. Experience supporting UK financial or legal processes (preferred). Proficiency in Excel and familiarity with financial analysis tools or systems. Excellent analytical, problem-solving, and communication skills. Comfortable working with databases, financial calculations, and BI/reporting tools (SQL, Python, ETL experience is a plus). Step into a role where your analytical capabilities can shine and significantly contribute to our organization’s success! Apply now. Fully remote - work from anywhere in United States