Job Description
Join our fast-growing financial services firm as a Senior Financial Analyst and drive critical business decisions through data-driven insights. We're seeking a dynamic professional to join our Philadelphia team immediately and help shape our financial strategy. This hybrid role offers competitive compensation, comprehensive benefits, and opportunities for rapid career advancement in a collaborative, high-energy environment.
Responsibilities
- Analyze financial performance data and create comprehensive reports for executive leadership
- Develop and maintain financial models for forecasting, budgeting, and scenario planning
- Lead cross-functional projects to optimize cost structures and identify growth opportunities
- Conduct market research and competitive analysis to inform strategic initiatives
- Collaborate with investment teams to evaluate risk-return profiles of new ventures
- Present findings to stakeholders through compelling visual dashboards and presentations
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA/CFA preferred)
- 5+ years of progressive financial analysis experience in financial services
- Advanced proficiency in Excel, SQL, and financial modeling tools
- Proven ability to translate complex data into actionable business recommendations
- Strong understanding of GAAP and SEC reporting requirements
- Exceptional communication skills with ability to present to C-level executives
- Certification (CPA, CMA, or CFA) highly desirable