Job Description
We're seeking a dynamic Senior Financial Analyst to join our elite finance team immediately. This critical role will drive strategic financial planning, optimize capital allocation, and deliver actionable insights to C-suite executives. Join a forward-thinking organization where your expertise will directly impact multi-million dollar decisions and shape our financial future.
Responsibilities
- Lead comprehensive financial modeling and forecasting for $500M+ portfolio
- Conduct variance analysis and performance reporting for executive leadership
- Develop ad-hoc financial analyses supporting M&A initiatives
- Collaborate with investment teams on risk assessment and opportunity evaluation
- Streamline financial reporting processes using advanced Excel and BI tools
- Mentor junior analysts and enhance department analytical capabilities
Qualifications
- Bachelor's in Finance/Accounting + MBA/CFA preferred
- 5+ years progressive financial analysis experience in investment banking/PE
- Expert proficiency in Excel modeling and financial databases (Bloomberg, FactSet)
- Proven experience with complex valuation methodologies (DCF, LBO, comps)
- Exceptional presentation skills translating data to strategic insights
- Strong SQL/Power BI skills for large dataset manipulation
- FINRA Series 79/82 licenses a significant advantage