Position Title: Financial Data Analyst
Position Type
Full Time
Work Authorization
Eligible to work in the U.S.
Description
Currency Exchange International (CXI) is a Financial Services and Technology Provider based in Orlando, Florida.
Currency Exchange International, Corp. is a publicly traded company on the Toronto Stock Exchange (CXI) and OTC (CURN). CXI provides a wide range of foreign exchange services to customers in both the United States and in Canada. CXI’s primary business channels to service customers are through its company-owned branch locations and foreign exchange partnerships with financial institutions and corporations. CXI has been providing global payment solutions for clients that span wide-ranging industries. As one of North America's leading foreign exchange wholesalers, CXI can provide personalized and efficient service, competitive rates, as well as a number of settlement options. To learn more, please visit: www.ceifx.com
Our Value Statement: We help our clients identify and create foreign exchange solutions, delivering a best practices approach through unparalleled customer service and integrated technology to create significant financial and operational efficiencies.
Our Values:
- Customer First - We earn the right to be our clients’ first
- Integrity - We hold ourselves to the highest standard to build trust.
- Collaborative - We always win as a team.
- Innovative - We find new methods to deliver change and advance technology to the industry.
- Passionate - We are driven to be the best in class.
Currency Exchange International is looking for a proactive, results-driven, and organized professional to the join the team as a Financial Data Analyst.
Description: The Business Improvement and Intelligence department is looking for an enthusiastic professional for our Financial Data Analyst position. This position is responsible for conducting extensive, accurate analyses of the organization’s cost centers and creating visualizations and dashboards predominantly in Tableau that effectively communicate this information to stakeholders.
Responsibilities
Essential Functions:
- Become the point-person within the Finance Group of the organization for understanding and providing analysis with which to better manage key costs. This process will begin with shipping and commission, then move on to other cost centers such as bank fees, legal and professional fees, and more.
- Shipping analysis will include:
- Creating and maintaining database of shipping cost structure
- Auditing of actual vs contract pricing
- Optimization of existing shipping routes
- Segmented cost trend analysis
- Commission analysis will include:
- Audit commission structures and delivery system.
- Create commission reports for internal and external customer
- Segmented cost trend analysis
- Execute any other ad hoc Cost Analysis projects assigned
Qualifications
Required Education & Experience:
- Bachelor's degree from an accredited university (Accounting, Business, Economics, Finance, Mathematics, Statistics, or related field)
- Skills with Tableau and Microsoft Excel necessary to function effectively
- Ideal candidates should display exceptional attention to detail and organizational skills
- Knowledge of data management, auditing, and statistical analysis preferred
- Knowledge in other coding languages such as Python, VBA, and R preferred
Competencies:
- Action Oriented: Invests time in upfront planning to achieve organizational goals and objectives while meeting quality standards, following the appropriate processes, and demonstrating continuous commitment.
- Functional Skills: Has the functional and technical knowledge and skills to do the job at a high level of accomplishment.
- Situational Adaptability: Thrives and grows in a rapidly changing and complex environment. Displays flexibility, activates networks, and adopts a continuous growth mindset to learn from mistakes and bounce back from adversity.
- Effective Communication: Effectively and appropriately interacts with others to build relationships, influence others, and facilitate the sharing of ideas and information. Uses tact and diplomacy to navigate difficult situations. Relays key messages by creating a compelling story, targeted to specific audiences.
- Optimizing Work Processes: Employee knows the most effective and efficient processes to get things done, with a focus on continuous improvement.
- Nimble Learning: Continuously seeks opportunities to learn, questions the applicability of past approaches in the current environment, owns growth, and embraces failure as a learning opportunity.
Benefits:
- Family oriented culture with an emphasis on understanding our employees' individual needs and growth opportunities
- Commuter Reimbursement - CXI will pay the driving toll, bus or metro cost in and out of work
- Holiday Pay – 11 days of paid designated holidays annually
- Vacation Pay – 10 days of paid vacation time off annually
- Sick/Personal Days – 5 days of paid sick/personal time off annually
- 401K Plan - Company matches at 5%
- Health/Dental/Vision - 60% payment of the Health/Dental/Vision Insurance premiums
- Short and Long-Term Disability - Plan premiums are fully covered by CXI