Job Description
Join our dynamic finance team at Global Financial Partners, a leading investment firm in Chicago's Loop district. We seek a detail-oriented Senior Financial Analyst to drive strategic financial planning, optimize investment portfolios, and deliver actionable insights to executive leadership. This hybrid role offers competitive compensation, comprehensive benefits, and opportunities for professional growth in a collaborative environment.
Responsibilities
- Analyze financial data to identify trends, risks, and growth opportunities
- Develop comprehensive financial models and forecasting reports for executive review
- Prepare monthly, quarterly, and annual financial statements with variance analysis
- Collaborate with portfolio managers to assess investment performance and ROI
- Lead cross-departmental projects to streamline financial processes
- Present findings to senior stakeholders using data visualization tools
- Ensure compliance with SEC regulations and internal financial policies
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 5+ years of progressive financial analysis experience
- CFA or CPA certification preferred
- Advanced proficiency in Excel, Power BI, and SAP
- Strong understanding of GAAP and SEC reporting standards
- Experience with portfolio valuation and risk assessment
- Excellent communication skills with executive presence
- Proven track record of driving financial process improvements