Job Description
Join Baltimore's premier financial services firm as a Senior Financial Analyst and drive strategic decision-making through data-driven insights. We're seeking a detail-oriented professional to support our growing portfolio of clients in the healthcare and technology sectors. Enjoy a collaborative culture, competitive benefits, and opportunities for career advancement in Maryland's thriving financial hub.
Responsibilities
- Analyze financial data to identify trends, risks, and opportunities for portfolio optimization
- Develop comprehensive financial models and forecasting tools to support strategic planning
- Prepare detailed variance reports explaining deviations from budgeted performance
- Collaborate with department heads to streamline financial processes and controls
- Present complex financial insights to executive stakeholders through compelling visualizations
- Lead quarterly business reviews with key clients to demonstrate ROI and value
- Ensure compliance with SEC regulations and industry best practices
Qualifications
- Bachelor's degree in Finance, Accounting, or Economics (MBA or CPA preferred)
- 5+ years of progressive financial analysis experience in investment banking or asset management
- Advanced proficiency in Excel, PowerPoint, and financial modeling software
- Deep understanding of GAAP, SEC reporting requirements, and financial valuation methodologies
- Exceptional analytical and problem-solving abilities with attention to detail
- Strong communication skills with ability to translate complex data into actionable insights
- Experience working with portfolio management systems (e.g., Bloomberg, FactSet)