Job Description
Join Boston's premier financial services firm as a Senior Financial Analyst. We're seeking a data-driven professional to transform complex financial insights into strategic business recommendations for our Fortune 500 clients. This hybrid role combines cutting-edge financial modeling with client-facing presentation excellence in Boston's vibrant financial district.
Responsibilities
- Build and maintain dynamic financial models for valuation, forecasting, and scenario analysis
- Lead monthly close processes with variance analysis and reconciliations
- Develop executive-ready PowerPoint presentations translating financial data into actionable insights
- Collaborate with investment teams to conduct industry research and market trend analysis
- Optimize financial workflows using advanced Excel, SQL, and Power BI tools
- Mentor junior analysts while ensuring adherence to SOX compliance standards
Qualifications
- Bachelor's degree in Finance, Accounting, or Economics (MBA/CFA preferred)
- 5+ years of progressive financial analysis experience in investment banking or asset management
- Expert proficiency in Excel (VLOOKUP, INDEX/MATCH, macros) and financial modeling
- Advanced SQL and Power BI skills for data extraction and visualization
- Exceptional presentation skills with ability to articulate complex concepts to C-suite executives
- Strong understanding of GAAP, IFRS, and SEC reporting requirements
- Track record of delivering high-impact financial solutions in fast-paced environments