Staff Analyst

About JRBT

During the past century, JRBT has earned a reputation for being one of the best accounting firms in Texas. But we’ve also come to be known as one of the best places to work. Founded in Waco in 1913, JRBT is a mid-sized accounting firm located in a dynamic, growing community. JRBT is consistently recognized for its service to clients and the local community, voted as “Waco’s best accounting firm” year after year. We’ve also attracted national attention, having been named to Inside Public Accounting’s Top 300 Firms list. Among the many reasons for our continued success is our team of bright, dedicated professionals. But the real foundation for our success is our culture—one that has been carefully maintained for more than 100 years. We’ve worked hard to create an environment that places value on family, hard work, community service, mutual respect and the common goal of exceeding clients’ expectations. Simply put, our team members enjoy working here and they like one another. That’s reflected in the exemplary work we do every day.

About the Staff Analyst position

The staff analyst plays a critical role in helping clients by performing entry level consulting work in credit risk measurement and risk management practices for a diversified portfolio of moderately complex borrowing relationships. The position involves data entry, financial analysis, and conducting credit reviews during onsite and/or remote consulting engagements, analyzing internal reports, reviewing industry information, and researching risk topics affecting the financial services industry. Reports to the Bank Consulting Senior Manager.

In addition to having a focused, analytical mind, one of the most important qualities of the staff analyst is being a team player. They work closely with and in support of senior analysts and managers, requiring excellent interpersonal skills. This position will be filled by someone who is energetic, undaunted by challenges and who is willing to work to earn their coworkers’ respect. Above all, the staff analyst is expected to reflect JRBT’s values of trust, integrity and excellence.

General Duties and Responsibilities:

• Assists in credit risk related consulting engagements.
• Develops draft report comments and submits them to the Manager-in-Charge.
• Ensures proper application of applicable policies and procedures, as well as state and federal regulations.
• Performs ongoing review of credit related bank reporting.
• Represents the Bank Consulting Division at Board meetings or management meetings.
• Assists the Manager-in-Charge as needed.

Required Minimum Qualifications

Education, Experience and Licensure

• Graduation from an accredited four-year college or university with major course work in finance, accounting, banking and financial institutions, business administration, economics, or job-related field. Copy of official college transcripts must be submitted with the Application for Employment.
• Previous work experience is not required although experience as a loan analyst, a bank examiner or in the banking industry is preferred.

Special Requirements

• Overnight travel will be expected at times but can be reduced by working remotely from the JRBT Office or from Home as applicant’s experience and ability to work independently improves over time.
• This position requires that the incumbent demonstrate strong personal financial responsibility and integrity.
• Final applicants may be subject to an employment credit check, driving record check, and criminal background check.
• Applicants selected for an interview may be asked to complete a work style profile.

Knowledge, Skills, Abilities

• Possess and exhibit sufficient oral and written communication skills.
• Possess working knowledge in the use of personal computers, including Microsoft Office tools (Excel, PowerPoint, Word and Outlook) and Adobe Acrobat.
• Minimal knowledge in credit risk measurement and risk management practices.
• Excellent time management and organizational skills, including the capability to manage multiple tasks concurrently.
• Ability to be self-motivated and exercise initiative and independent judgment.
• Ability to maintain confidentiality and handle sensitive information.

Benefits

Benefits available including medical, dental, vision, life and disability insurance as well as 401(k) plan.

Job Type: Full-time

Benefits:

• 401(k)
• Dental insurance
• Employee assistance program
• Flexible schedule
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Professional development assistance
• Referral program
• Tuition reimbursement
• Vision insurance

Schedule:

• Monday to Friday

Education:

• Bachelor's (Required)

Willingness to travel:

• 50% (Preferred)

Work Location: One location