Job Description
Join Louisville Financial Partners, a leading wealth management firm, as a Financial Analyst. We seek a detail-oriented professional to drive data-driven decisions for our diverse client portfolio. Enjoy a collaborative environment with competitive compensation and growth opportunities in Louisville's thriving financial district.
Responsibilities
- Analyze financial data to create detailed reports and forecasts
- Develop budget models and variance analysis for client portfolios
- Support investment strategies through market trend evaluation
- Prepare executive presentations with key financial insights
- Collaborate with senior advisors on client financial planning
- Ensure compliance with SEC and FINRA regulations
- Optimize financial processes using advanced Excel and BI tools
Qualifications
- Bachelor's degree in Finance, Accounting, or Economics
- 3+ years of financial analysis experience
- Advanced proficiency in Excel (VLOOKUP, PivotTables, Macros)
- Strong knowledge of financial modeling and valuation techniques
- CFA or CPA certification preferred
- Experience with SQL and data visualization tools
- Excellent communication and presentation skills
- Ability to manage multiple deadlines in a fast-paced environment