Job#: 3053221 Job Description: Business Analyst
Location: Addison, Texas (Onsite)
Role Overview
We are seeking an Onshore Analyst to contribute to the creation and maintenance of financial templates. This role is central to our commercial lending and credit analysis platforms, involving close collaboration with business and technology stakeholders to translate requirements into functional solutions.
Key Responsibilities
- Perform Financial Template Authoring and configuration for commercial lending or credit analysis platforms.
- Manage Financial Data Modeling, account mapping, and the maintenance of financial structures.
- Oversee Business Rules Configuration, including financial calculations, validations, ratios, and reporting logic.
- Handle Chart of Accounts (COA) design, account hierarchy management, and financial data standardization.
- Conduct financial reporting, reconciliation, and analysis of financial information.
- Implement data quality controls, validation rules, exception analysis, and issue resolution.
- Develop projection and forecasting logic, including assumptions management.
- Gather business requirements and translate them into functional solutions.
- Perform data analysis and validation using Excel and SQL.
- Create and maintain technical documentation, including business requirements, process flows, and configuration documents.
- Conduct User Acceptance Testing (UAT), including test case creation and defect management.
Required Qualifications
- Experience with Financial Template Authoring, particularly with tools like Moody's CreditLens FTA / RAFTA or similar financial spreading applications.
- A strong understanding of Financial Statements, including Balance Sheet, Income Statement, and Cash Flow Statement.
- Proficiency in data analysis and validation using Excel and SQL.
- Strong analytical and problem-solving skills with attention to detail.
- Excellent verbal and written communication skills for effective collaboration.
- Ability to work independently and manage multiple priorities in a fast-paced environment.
Preferred Qualifications
- Domain experience in Banking, Commercial Lending, Credit Risk, or Financial Services.
- Experience with JIRA, Agile methodologies, and SDLC processes.
- Knowledge of database concepts and SQL querying.
- Experience supporting financial template implementations, upgrades, or migrations.
- A demonstrated ability to quickly learn new business processes, tools, and technologies.
Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico.
Everforth Apex uses a virtual recruiter as part of the application process. Click for more details. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Everforth Apex and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy at
Everforth Apex Benefits Overview: Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our 'Welcome Packet' as well, which an Everforth Apex team member can provide.
Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.
If you require an accommodation under the Americans with Disabilities Act to participate in an interview with a virtual recruiter or to use our website for a search or application, please contact our Benefits Department at or . Please note that this contact information is strictly to be used for medical ADA accommodations and that no other inquiries will be answered.
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