Job Description
Join our dynamic finance team at Baltimore Financial Partners, a leading investment firm in the heart of downtown Baltimore. We're seeking a detail-oriented Senior Financial Analyst to drive strategic financial decision-making and optimize our portfolio performance. This hybrid role offers competitive compensation, comprehensive benefits, and opportunities for career advancement in a collaborative environment.
Responsibilities
- Analyze financial data to identify trends, risks, and growth opportunities
- Develop comprehensive financial models for forecasting and budgeting
- Prepare executive-level reports and presentations for stakeholders
- Conduct variance analysis and performance metrics tracking
- Collaborate with investment teams to evaluate new opportunities
- Ensure compliance with SEC regulations and internal controls
Qualifications
- Bachelor's degree in Finance, Accounting, or related field
- 5+ years of financial analysis experience in investment/asset management
- Advanced proficiency in Excel, SQL, and financial modeling tools
- CFA or CPA certification preferred
- Strong analytical and problem-solving abilities
- Excellent communication and presentation skills
- Experience with financial reporting software (e.g., Bloomberg, FactSet)