Job Description
Join our dynamic finance team at Indy Financial Partners, a leading investment firm in the heart of Indianapolis. We're seeking a detail-oriented Senior Financial Analyst to drive strategic financial planning and support our growing portfolio of clients. 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 opportunities for investment strategies
- Prepare detailed financial models, forecasts, and variance reports for executive review
- Collaborate with portfolio managers to evaluate investment performance and ROI
- Develop comprehensive dashboards and visualizations for stakeholder presentations
- Ensure compliance with SEC regulations and internal financial controls
- Lead cross-functional projects to optimize financial processes and reporting
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 5+ years of financial analysis experience in investment or corporate finance
- Advanced proficiency in Excel, Power BI, and financial modeling software
- Strong understanding of GAAP and financial statement analysis
- CFA or CPA certification preferred
- Excellent communication skills with ability to present complex data clearly