Job Description
Join our dynamic finance team in Philadelphia and drive strategic decision-making through data-driven insights. We're seeking a detail-oriented Financial Analyst to support our investment portfolio operations and contribute to financial forecasting models. This is an immediate opportunity to grow your career in a fast-paced environment with competitive benefits.
Responsibilities
- Analyze financial data to identify trends and prepare monthly/quarterly reports
- Develop budget models and variance analysis for department heads
- Create financial forecasts and scenario modeling for strategic initiatives
- Collaborate with cross-functional teams on investment valuation projects
- Streamline financial reporting processes using Excel and ERP systems
- Present findings to senior leadership with actionable recommendations
Qualifications
- Bachelor's degree in Finance, Accounting, or related field (MBA preferred)
- 3+ years of financial analysis experience in investment/asset management
- Advanced proficiency in Excel (VLOOKUP, PivotTables, macros)
- Experience with ERP systems (SAP, Oracle) and BI tools (Tableau)
- CFA/CPA designation or equivalent certification a plus
- Strong quantitative skills with attention to detail
- Ability to communicate complex financial concepts clearly