Financial Analyst I

Posted:
7/13/2026, 1:38:04 AM

Location(s):
San Antonio, Texas, United States ⋅ Texas, United States

Experience Level(s):
Junior ⋅ Mid Level

Field(s):
Finance & Banking

Workplace Type:
On-site

SWBC is seeking a talented individual to assist with analyzing financial status by collecting, monitoring, and studying data, as well as recommending actions.

Why you'll love this role:

As a Financial Analyst within the Financial Institutions Group, you get the opportunity to engage with leaders and employees across a vast enterprise of products and services while making recommendations and implementing change. This position is for those who are a self-starter and love bridging the gap between financial data and business processes.

Essential duties include the following:

  • Analyzes financial performance against key business metrics and document pertinent financial highlights that will enable management to determine progress against budgets.
  • Improves financial and operational results by analyzing results and variances, identifying trends and recommending actions.
  • Works with Senior Management and operational business partners to provide operational analysis and reporting and to drive improvements in operating expense efficiency and forecasting.
  • Researches and prepares variance analysis and explanations on an ad hoc basis to support Senior Management and business decisions.
  • Leads the quarterly/annual operations budgeting and planning process, as well as long range strategic planning.
  • Construct and enhance processes responsible for tracking and recording capitalized labor relating to software development depreciation.
  • Prepares monthly/quarterly budget versus actual variance analysis for Senior Management.
  • Identifies areas of improvement in processes and tools, making recommendations, and drives operational implementation with Senior Management.
  • Assists Senior Management in long-range strategic planning to include cost benefit analysis and offshore operational footprints.
  • Performs all other duties as assigned.

Serious candidates will possess the minimum qualifications:

  • Bachelor's Degree in Finance, Accounting, Economics, or related field from an accredited four-year college or university required.
  • Minimum of two (2) years in a corporate reporting/corporate financial management role involved in financial planning, budgeting, forecasting, or related experience within the financial services industry.
  • Experience working with a variety of information systems and data files, including large and complex files: analyzing file structure, using and creating file layouts, transforming raw data into finished products.
  • Excellent financial modeling and analysis skills.
  • Demonstrated proficiency in forecasting and an understanding of financial and operational impacts from forecasting activities.
  • Strong understanding of financial statements and accounting.
  • Ability to translate financial analysis into indicators for operational change and improvement.
  • Advanced technology skills required for analysis and reporting of data.
  • Strong interpersonal skills, verbal and written communication skills, research capabilities, and follow-up skills.
  • Strong decision-making, detail-oriented, and problem resolution skills.
  • Excellent communication skills, both written and verbal.
  • Able to effectively manage multiple assignments, projects, and priorities.
  • Able to sit for long periods of time analyzing, comparing, and validating data.

SWIVEL offers*:  

  • Competitive overall compensation package
  • Work/Life balance 
  • Employee engagement activities and recognition awards 
  • Years of Service awards
  • Career enhancement and growth opportunities 
  • Leadership Academy and Mentor Program
  • Continuing education and career certifications 
  • Variety of healthcare coverage options
  • Traditional and Roth 401(k) retirement plans 
  • Lucrative Wellness Program

*Based upon employee eligibility 

     

Additional Information:

    

SWIVEL is a Substance-Free Workplace and requires pre-employment drug testing.

    

Please note, SWIVEL does not hire tobacco users as allowed by law.

    

To learn more about SWIVEL, visit our website at https://www.getswivel.io/. If interested, please click the appropriate apply button.