Job Description
Are you a detail-oriented financial strategist looking for your next challenge in the heart of the nation's capital? The Urban Financial Group is seeking a highly skilled Senior Financial Analyst to drive our financial planning and analysis initiatives. In this pivotal role, you will be responsible for providing critical insights that support executive decision-making and strategic growth. If you possess a strong background in financial modeling and a passion for data-driven storytelling, we want to hear from you.
Join a team that values innovation, transparency, and professional excellence. We offer a competitive benefits package, including comprehensive health coverage, a robust retirement plan, and opportunities for continuous professional development in the heart of DC.
Join a team that values innovation, transparency, and professional excellence. We offer a competitive benefits package, including comprehensive health coverage, a robust retirement plan, and opportunities for continuous professional development in the heart of DC.
Responsibilities
- Lead the annual budgeting and quarterly forecasting processes to ensure accurate resource allocation.
- Perform complex variance analysis to identify trends, risks, and opportunities for cost optimization.
- Develop and maintain dynamic financial models to support long-term strategic planning and scenario analysis.
- Prepare high-level monthly, quarterly, and annual reports for the executive leadership team.
- Collaborate with cross-functional departments to align financial goals with business objectives.
- Monitor key performance indicators (KPIs) and provide actionable recommendations to drive profitability.
- Ensure compliance with GAAP and internal financial controls at all times.
Qualifications
- Bachelor’s degree in Finance, Accounting, Economics, or a related field (Master’s degree preferred).
- 5+ years of progressive experience in financial analysis, preferably within the financial services or consulting sector.
- Advanced proficiency in Microsoft Excel, including VBA, Pivot Tables, and complex formulas.
- Experience with financial modeling software (e.g., Anaplan, Adaptive Insights, or Power BI).
- Strong understanding of financial statement analysis and corporate budgeting cycles.
- Excellent verbal and written communication skills with the ability to translate complex data into clear business insights.
- Professional certification (e.g., CFA, CMA, CPA) is a significant plus.