Job Description
We are seeking an experienced Excel Expert with a strong background in banking and finance to join our team. The ideal candidate will have expertise in advanced Excel functions, including macros, formulas, VBA, scripting, and financial calculations, as well as hands-on experience with banks handling escrow for real estate developers. The role involves creating and maintaining complex financial models, automating processes, and generating reports that assist with key decision-making in the bank's operations.Key Responsibilities: Develop, maintain, and optimize advanced Excel spreadsheets, dashboards, and financial models for various banking operations, including those related to escrow accounts. Design and implement complex Excel formulas, macros, and VBA scripts to automate repetitive tasks and improve workflow efficiency. Perform financial calculations related to interest, payments, account balances, and escrow processes, ensuring accuracy and compliance with regulatory requirements. Analyze and interpret large datasets to generate reports, including detailed financial statements, forecasts, and performance metrics. Create dynamic and visually impactful graphs and charts to help visualize financial data and trends for senior management and clients. Collaborate with cross-functional teams, including financial analysts, compliance officers, and operations staff, to streamline reporting and analysis. Develop solutions for automating data extraction, transformation, and loading (ETL) processes within Excel. Review and troubleshoot complex spreadsheets, ensuring they meet both functional and regulatory standards. Manage and support data integrity across systems, ensuring accurate and up-to-date information for financial reporting and analysis. Stay current on Excel updates and banking regulations that impact financial reporting and analysis tools. Required Skills and Qualifications: Education: Bachelor’s degree in Finance, Accounting, Information Systems, Mathematics, or a related field. Experience: Minimum of 3-5 years of experience working with Excel in a banking or financial services environment, with a focus on escrow accounts and financial calculations. Proven expertise in advanced Excel functions such as pivot tables, VLOOKUP, INDEX/MATCH, SUMIFS, and conditional formatting. Strong experience with Excel macros and VBA scripting for process automation and workflow optimization. Familiarity with financial concepts, including interest calculations, account balances, and financial forecasting. Ability to design and build complex Excel models, including forecasting, budgeting, and performance tracking. Expertise in creating detailed and interactive financial dashboards, graphs, and reports. Solid understanding of banking operations, including escrow accounts for real estate, trust management, and financial transaction processing. Strong analytical, problem-solving, and troubleshooting skills. Excellent attention to detail, accuracy, and organizational skills. Ability to work independently and collaborate with team members in a fast-paced environment. Strong communication skills to effectively present complex data and insights to non-technical stakeholders. Preferred Skills: Experience with working in banks and handling complex financial analysis using Excel and other tools such as Tableau, OBIEE and other financial reporting platforms such as OFSAA Knowledge of banking regulations and compliance standards related to financial reporting and escrow accounts management especially in the UAE. Previous experience in a project management or lead role within Excel-based financial analysis projects.
