Job Description
Join our award-winning financial services firm as a Senior Financial Analyst in Lexington, KY. We're seeking a strategic thinker to drive financial decision-making for our Fortune 500 clients. Enjoy comprehensive benefits, flexible work arrangements, and career advancement opportunities in Kentucky's thriving financial hub.
What We Offer:
- Health/dental/vision insurance with 90% employer contribution
- 15% annual performance bonus potential
- $5,000 annual professional development stipend
- 4 weeks PTO + company holidays
- Hybrid work model (3 days office/2 days remote)
Responsibilities
- Analyze financial data to identify trends, risks, and opportunities for client portfolios
- Develop comprehensive financial models and forecasting reports
- Present complex financial insights to C-suite executives and board members
- Lead cross-departmental projects to optimize financial operations
- Maintain compliance with SEC regulations and industry standards
- Mentor junior analysts through structured training programs
- Collaborate with investment teams to support strategic initiatives
Qualifications
- Bachelor's degree in Finance, Accounting, or related field (MBA preferred)
- 5+ years of progressive financial analysis experience
- Advanced proficiency in Excel, SQL, and financial modeling software
- CFA or CPA certification required
- Experience with SEC reporting and GAAP compliance
- Demonstrated ability to present to executive audiences
- Strong analytical thinking and problem-solving skills
- Experience managing financial teams preferred