Senior Financial Analyst
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Job Description
Senior Financial Analyst at FinStrat Management providing financial analysis, trends, and forecasting. Responsible for delivering accurate financial reports and models for strategic planning purposes.
Responsibilities:
- Execute research and financial analysis
- Develop analysis on budgets, forecasts and sales margins
- Conduct small-scale projects, and ad hoc analysis and reporting
- Generate forecasts and analyze trends for financial and strategic planning purposes
- Create financial models of “what if” scenarios to help future business planning decisions
- Provide support for pricing and sales
- Provide interpretation of financial data in spreadsheets, charts, and reports
- Identify and resolve discrepancies in data
- Assist in the development and delivery of various reporting packages
- Prepare financial deliverables, correspondence and filings
- Ensure assignments meet the firms’ quality standards
- Review, analyze and consolidate data from multiple sources
- Work closely with CFO and Controller teams
- Communicate engagement matters to managers and partners
- Provide five-star client service
Requirements:
- Bachelor’s degree in Accounting, Business, or Finance and at least two years of relevant experience
- CFA and/or CPA preferred but not required (the company will reimburse exam costs following successful completion)
- Ability to assemble, communicate and present information clearly
- Proficiency in Microsoft Excel and Google Sheets
- Excellent verbal, written and interpersonal communication skills
- Strong analytical / critical thinking skills
- Attention to detail, maintain standards and actively check for data accuracy before conveying final work product
Benefits:
- Unlimited vacation
- Ongoing education and training
- Bonuses
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