Job Description
We are seeking a dynamic Senior Financial Analyst to join our growing finance team in Kansas City. This urgent opening requires a proactive professional who can drive financial strategy and deliver actionable insights. Join a forward-thinking firm where your expertise will directly impact our investment portfolio and client success.
Responsibilities
- Analyze financial data to identify trends, risks, and growth opportunities
- Develop comprehensive financial models and valuation frameworks
- Prepare detailed monthly/quarterly performance reports for executive leadership
- Collaborate with investment teams to assess portfolio performance
- Streamline financial reporting processes using ERP systems
- Present findings to stakeholders with clear data-driven recommendations
Qualifications
- Bachelor's degree in Finance, Accounting, or related field (MBA/CFA preferred)
- 5+ years of financial analysis experience in investment or corporate finance
- Advanced proficiency in Excel, SQL, and financial modeling tools
- Experience with ERP systems (SAP/Oracle) and BI platforms
- Certification (CFA/CPA) or equivalent financial credentials
- Strong analytical skills with attention to detail
- Excellent communication and presentation abilities