Job Description
Join Boston's premier financial services firm as a Senior Financial Analyst. We're seeking a detail-oriented professional to drive strategic financial decision-making for our growing portfolio of clients. Enjoy competitive benefits, hybrid work flexibility, and career advancement opportunities in the heart of Boston's financial district.
Responsibilities
- Analyze financial data to identify trends and provide actionable insights
- Develop comprehensive financial models and forecasts
- Prepare monthly, quarterly, and annual financial reports
- Collaborate with executive teams on budgeting and strategic planning
- Conduct variance analysis and performance metrics tracking
- Present findings to stakeholders using advanced visualization tools
Qualifications
- Bachelor's degree in Finance, Accounting, or related field (MBA/CFA preferred)
- 5+ years of financial analysis experience in financial services
- Advanced proficiency in Excel, PowerPoint, and financial modeling software
- Strong SQL and data visualization skills (Tableau/Power BI)
- Experience with GAAP and SEC reporting requirements
- Certification (CFA/CPA) highly desirable