Job Description
Join Baltimore'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 healthcare and technology clients. This hybrid role offers the flexibility of remote work with 2 in-office days per week at our downtown Baltimore headquarters. You'll collaborate with C-suite executives to optimize financial performance while shaping the future of our investment strategies.
Responsibilities
- Perform comprehensive financial modeling and valuation analysis for M&A opportunities
- Develop monthly/quarterly financial forecasts and variance reports for 15+ client portfolios
- Create executive dashboards using Power BI to visualize KPIs and market trends
- Lead annual budgeting processes across multiple business units
- Conduct industry research and competitive analysis for strategic initiatives
- Mentor junior analysts and present findings to investment committees
Qualifications
- Bachelor's degree in Finance, Accounting, or Economics (MBA/CFA preferred)
- 5+ years of financial analysis experience in banking or investment services
- Advanced proficiency in Excel, Power BI, and financial modeling software
- Strong understanding of SEC regulations and GAAP standards
- Experience with healthcare and tech sector financials
- Certified Financial Analyst (CFA) designation required