Financial Analyst 2

 We are seeking a detail-oriented Financial Analyst IIto join our team. This role is located in State College, PA and is an in-office position. Under general supervision, you will perform investment and portfolio analysis, process investment transactions, conduct financial and statistical studies, and assist in financial report preparation. This role is critical in supporting liquidity monitoring and reporting while ensuring high standards of service for both internal and external clients.

Key Responsibilities

• Perform investment and portfolio analysis and process investment transactions.
• Conduct financial statement analysis and assist in the preparation of Board packets.
• Prepare and monitor liquidity reports.
• Produce weekly pricing packets.
• Assist in maintaining profitability systems.
• Prioritize and resolve internal and external client requests in a timely manner.
• Collaborate across departments to ensure seamless customer resolution.
• Perform other duties as assigned.

Qualifications & Skills

• Education: Bachelor’s degree in Finance, Economics, Accounting, or a related field.
• Experience: 3 to 5 years of relevant finance experience preferred.
• Experience processing investment transactions.
• Strong data warehouse and reporting skills.
• Proficiency in Microsoft Excel.
• Experience with Asset/Liability software and/or Profitability software preferred.

Work Environment & Physical Demands

• Office-based role with primarily sedentary work, requiring moderate standing, walking, reaching, bending, and stooping.
• Occasional exertion of 10-20 lbs., with normal lifting under 10 lbs.
• Reasonable accommodations will be made for individuals with disabilities.

Why Join Us?

• Collaborative and growth-oriented work environment.
• Opportunity to work with a high-performing finance team.
• Competitive salary and benefits package.

Kish is an EOE/AA employer Minorities/Females/Disabled/Veterans. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status.