Job Description
Join Columbus Financial Partners, a leading financial services firm in Ohio, as we seek a dynamic Senior Financial Analyst to drive strategic decision-making for our growing portfolio. This direct hire opportunity offers unparalleled career growth in a collaborative, data-driven environment. You'll be instrumental in shaping our financial future while enjoying competitive compensation and comprehensive benefits.
Our ideal candidate thrives in fast-paced settings and possesses a passion for transforming complex data into actionable business insights. If you're ready to elevate your career with a forward-thinking organization committed to excellence, apply today!
Responsibilities
- Analyze financial data to identify trends, risks, and opportunities for business optimization
- Develop comprehensive financial models and forecasts to support strategic planning
- Prepare detailed variance reports and executive presentations for senior leadership
- Collaborate with cross-functional teams to align financial strategies with operational goals
- Lead month-end and quarter-end closing processes ensuring accuracy and timeliness
- Drive process improvements in financial reporting and analysis workflows
- Maintain compliance with SOX regulations and internal financial controls
Qualifications
- Bachelor's degree in Finance, Accounting, or related field (MBA/CFA preferred)
- 5+ years of progressive financial analysis experience in corporate or financial services
- Advanced proficiency in Excel (VLOOKUP, PivotTables, Power Query) and financial modeling
- Experience with ERP systems (SAP, Oracle) and BI tools (Tableau, Power BI)
- Strong analytical skills with ability to interpret complex financial data
- Excellent communication skills with proven ability to present to executive leadership
- CPA or CFA designation highly desirable
- Experience in financial services or healthcare industry a plus