Job Description
Are you ready to launch a successful career in the financial sector? Summit Financial Partners is seeking driven and detail-oriented individuals for our Financial Analyst program. We specialize in helping recent graduates and career changers break into the industry through our comprehensive training and mentorship opportunities.
Join a dynamic team in the heart of Minneapolis where you will gain hands-on experience in financial planning, analysis, and reporting. We offer a collaborative environment and a clear path for professional growth.
Responsibilities
- Assist in the preparation of monthly, quarterly, and annual financial reports and presentations.
- Analyze financial data to identify trends, variances, and opportunities for cost savings.
- Support the budgeting and forecasting processes for various departments.
- Utilize advanced Excel functions to organize and interpret complex datasets.
- Collaborate with senior analysts to develop financial models and strategic plans.
- Prepare variance analysis reports to communicate performance against budgets.
- Assist in auditing financial records and ensuring compliance with internal controls.
Qualifications
- Bachelor’s degree in Finance, Accounting, Economics, or a related field (or equivalent professional experience).
- Strong analytical skills with the ability to interpret complex financial data.
- Proficiency in Microsoft Excel (pivot tables, v-lookups) and PowerPoint.
- Excellent written and verbal communication skills for presenting data to stakeholders.
- A high level of attention to detail and accuracy in data entry and reporting.
- Strong work ethic and the ability to work effectively in a team environment.
- Eagerness to learn and grow within the financial services industry.