Job Description
Join our dynamic finance team at Global Finance Solutions Inc., a leading investment firm in New York City. We're seeking a detail-oriented Senior Financial Analyst to drive strategic decision-making through data-driven insights. This role offers unparalleled growth opportunities in a collaborative environment where your expertise will directly impact our portfolio performance.
Responsibilities
- Conduct in-depth financial modeling and valuation analyses for M&A opportunities
- Develop comprehensive budget forecasts and variance reports for executive leadership
- Analyze market trends to identify investment opportunities and risks
- Create executive-ready presentations using advanced Excel and PowerPoint visualization techniques
- Collaborate with cross-functional teams to optimize capital allocation strategies
- Monitor KPIs and prepare monthly performance dashboards for stakeholders
- Lead ad-hoc financial projects to support business expansion initiatives
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA/CFA preferred)
- 5+ years of progressive financial analysis experience in investment banking or asset management
- Advanced proficiency in Excel (VLOOKUP, PivotTables, macros) and financial modeling
- Strong SQL skills for large-scale data extraction and manipulation
- Experience with Bloomberg Terminal, FactSet, or similar financial software
- Exceptional analytical problem-solving and presentation skills
- CFA designation or CPA license required