Job Description
Join our dynamic finance team at Philly Financial Partners as a Senior Financial Analyst in the heart of Philadelphia. We're seeking a detail-oriented professional to drive financial strategy and decision-making for our growing portfolio of clients. Enjoy a collaborative environment, competitive compensation, and opportunities for career advancement in one of America's most vibrant financial hubs.
Responsibilities
- Analyze financial data to identify trends, risks, and opportunities for client portfolios
- Prepare comprehensive financial models, forecasts, and variance reports
- Collaborate with investment teams to support strategic planning initiatives
- Develop actionable recommendations based on market analysis and performance metrics
- Present findings to senior stakeholders through clear visual dashboards and presentations
- Ensure compliance with SEC regulations and industry best practices
- Mentor junior analysts and optimize financial reporting processes
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA preferred)
- 5+ years of progressive financial analysis experience in investment banking or asset management
- Advanced proficiency in Excel, Bloomberg Terminal, and financial modeling software
- CFA or CPA certification strongly preferred
- Proven track record of translating complex data into actionable insights
- Exceptional communication skills with ability to present to executive leadership
- Strong understanding of Philadelphia regional market dynamics
- Ability to thrive in fast-paced, deadline-driven environments