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Financial Data Analyst

  • Location: Tampa, 33637
  • Job Type:Contract

Posted 11 months ago

Take your career in an upward direction with a long-term contract at a world-famous and innovative bank.
Position: Treasury Analyst
Location: Tampa, FL
Term: 6 months

The Financial Forecast Analyst will support the Capital Planning Team's analytical capabilities, conducting analysis that will allow for a deeper understanding of the drivers of the firm's financial forecasts. The analysis will cross all businesses, functions, and product areas, and will require significant interaction with senior management.

  • Aggregate financial forecasts on a quarterly basis; prepare results for senior management
  • Conduct deep-dive analysis related to specific forecast components (P&L and balance sheet) to enhance understanding of drivers and inform decision-making
  • Develop a strong understanding of forecasting methodologies across businesses, products, and risks to drive analytical insights, highlight trends, and anticipate outcomes
  • Assist in ad-hoc analysis, including competitor/peer analysis
  • Present analytical insights to senior stakeholders across the firm
  • Develop reports and tools as needed to enhance analytical capabilities
  • Assist with regulatory exams, responses to regulatory feedback, execution of corrective actions, and internal audit exams/reviews
  • Support a strong control environment across the Economic Analysis team; prepare and maintain process documents for areas of responsibility
  • 5-8+ years of relevant experience within the financial services industry or management consulting; familiarity with market indicators and bank analysis preferred
  • Experience managing large datasets and extrapolating insights
  • Advanced Microsoft Office skills, particularly Excel and PowerPoint; additional experience with Tableau, SQL, Bloomberg, and/or S&P Global preferred
  • Understanding of CCAR/DFAST regulatory environment preferred
  • Strong analytical and quantitative skills- ability to quickly assimilate & analyze
  • Ability to interact with differing levels of seniority, and to collaborate across the organization
  • Enjoy variability in assignments, across a range of quantitative and non-quantitative projects
  • Bachelors degree or advanced degree

About our client
Our client stands as one of the worlds most global banks, a world-famous, trusted brand with over 200 years of continuously evolving financial services. Its teams provide unique insights to more than 200 million clients and enable progress all over the world. While growing your career, you will work alongside some of the smartest minds in the industry who are excited to share their knowledge and to learn from you.

Candidates will be responsible for following the client's COVID-19 protocols. Please refer to your MATRIX representative for specifics.

About Us

At MATRIX, we expertly match talented professionals with job opportunities to elevate careers. Since 1983, we have placed thousands of professionals at innovative clients across every industry ranging from small startups to Fortune 50 companies. It’s why we’re consistently in the top 25 of all U.S. IT staffing firms and why our consultants rate us well above the industry average, earning us ClearlyRated's Best of Staffing awards year after year. People come to us for a job, and stay with us because of our top-notch consultant care.

MATRIX is and Equal Employment Opportunity employer including disability and veteran and provides reasonable accommodations for all qualified individuals.  Supporting medical or religious documentation will be required where applicable. If you are a qualified individual you may request a reasonable accommodation under the American Disability Act (ADA). If you are a person with a disability needing assistance applying, or at any point in the hiring process, please email us at To ensure a quick response to your request, please use the words “Accommodation request” as the subject line of your email.

For hourly W2 contract roles MATRIX offers a highly competitive benefit package including Medical, Dental, Vision, Life, Disability, HSA, and 401(k) with pre and post-tax options.  Please see for more information.

For direct hire placement with our clients, benefits would be offered in accordance with that particular client’s offerings. This may include PTO, Medical, Dental, Vision, 401K and other pre and post-tax options.