Job Description
Join our award-winning finance team at Baltimore Financial Partners, a leading investment firm in the Chesapeake Bay region. We're seeking a detail-oriented Senior Financial Analyst to drive strategic financial decision-making through insightful data interpretation and forecasting. You'll collaborate with executive leadership to optimize portfolio performance while shaping our financial strategy in a dynamic market environment.
Responsibilities
- Analyze financial data to identify trends, risks, and opportunities for investment optimization
- Develop comprehensive financial models for valuation, forecasting, and scenario analysis
- Prepare executive-level reports and dashboards for quarterly board reviews
- Lead cross-departmental budgeting and forecasting processes
- Conduct market research to inform strategic financial initiatives
- Maintain compliance with SEC regulations and internal financial controls
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA/CFA preferred)
- 5+ years of progressive financial analysis experience in investment or corporate finance
- Advanced proficiency in Excel, SQL, and financial modeling software
- Demonstrated experience with portfolio valuation and risk assessment
- Strong analytical skills with attention to detail and accuracy
- Excellent communication abilities for presenting complex financial concepts