Job Description
Join our elite finance team at Global Wealth Partners and drive strategic financial decision-making in the heart of Tampa's thriving business district. We're seeking a visionary Senior Financial Analyst to transform complex data into actionable insights that shape our company's future growth trajectory. Enjoy competitive compensation, comprehensive benefits, and opportunities to work with Fortune 500 clients in a dynamic, fast-paced environment.
Responsibilities
- Analyze financial performance metrics to identify trends and opportunities for optimization
- Develop comprehensive financial models and forecasts supporting strategic initiatives
- Prepare executive-level presentations translating complex data into clear business narratives
- Collaborate with cross-functional teams to align financial strategies with operational goals
- Lead budgeting and variance analysis processes across multiple business units
- Ensure compliance with SEC regulations and internal financial controls
- Mentor junior analysts and drive continuous improvement in financial reporting
Qualifications
- Bachelor's degree in Finance, Accounting, or Economics (MBA/CFA preferred)
- 5+ years of progressive financial analysis experience in corporate or investment settings
- Advanced proficiency in Excel, SQL, and financial modeling software
- Demonstrated expertise in budgeting, forecasting, and variance analysis
- Strong understanding of GAAP and SEC reporting requirements
- Exceptional analytical and problem-solving abilities
- Proven track record of presenting to executive leadership
- Certification in financial analysis (CFA/CPA) highly desirable