Job Description
Join Louisville's premier financial services firm as a Senior Financial Analyst. We're seeking a data-driven professional to transform complex financial metrics into actionable insights for our Fortune 500 clients. In this hybrid role, you'll collaborate with executive leadership to optimize portfolio performance while driving strategic decision-making. Enjoy competitive benefits, flexible work arrangements, and opportunities for professional growth in Kentucky's dynamic economic hub.
Responsibilities
- Analyze financial data to identify trends, risks, and growth opportunities
- Develop comprehensive financial models for forecasting and scenario planning
- Prepare executive-ready reports for C-suite stakeholders and board members
- Lead cross-functional projects to improve operational efficiency
- Monitor market conditions and regulatory changes affecting client portfolios
- Mentor junior analysts through quarterly training workshops
Qualifications
- Bachelor's degree in Finance, Accounting, or Economics (MBA preferred)
- 5+ years of financial analysis experience in banking or investment services
- Advanced proficiency in Excel, SQL, and Tableau
- CFA or CPA certification strongly preferred
- Proven track record of translating data into strategic recommendations
- Excellent communication skills with executive presence
- Experience with regulatory compliance (SEC, FINRA)