Job Description
Join our elite finance team in Honolulu and drive strategic financial decisions for Hawaii's premier wealth management firm. We seek a visionary Senior Financial Analyst to unlock growth opportunities through data-driven insights and forward-thinking financial modeling. This high-impact role offers unparalleled career advancement in a dynamic Pacific market.
Our competitive compensation package includes performance bonuses, comprehensive benefits, and flexible work arrangements. You'll collaborate directly with C-suite executives while shaping financial strategies that impact multi-million dollar portfolios.
Responsibilities
- Analyze complex financial data to identify trends, risks, and growth opportunities for high-net-worth clients
- Develop sophisticated financial models and forecasts using Excel, SQL, and Power BI
- Prepare executive-ready financial reports and dashboards for senior leadership
- Lead budgeting processes and variance analysis across 15+ business units
- Conduct market research and competitive analysis for Pacific region investment opportunities
- Mentor junior analysts and optimize financial reporting workflows
- Present findings to stakeholders using compelling data visualization techniques
Qualifications
- Bachelor's degree in Finance, Accounting, or Economics (MBA/CFA preferred)
- 5+ years of progressive financial analysis experience in investment banking or wealth management
- Advanced proficiency in Excel (macros, pivot tables) and financial modeling software
- Expert knowledge of GAAP and SEC reporting requirements
- Strong SQL and Power BI skills for large-scale data analysis
- Proven ability to communicate complex financial concepts to non-financial stakeholders
- Experience with Pacific market dynamics and cross-border financial regulations
- Professional certification (CPA/CFA) or active pursuit thereof