Job Description
Join our dynamic finance team at Global Financial Partners Inc., a leading investment firm with a strong presence in Columbus. We're seeking a detail-oriented Senior Financial Analyst to drive strategic financial planning and analysis initiatives. This role offers unparalleled growth opportunities in a collaborative environment where your expertise directly impacts our portfolio performance and client success.
Responsibilities
- Analyze financial data to identify trends, risks, and opportunities for portfolio optimization
- Develop comprehensive financial models and forecasts for investment decisions
- Prepare detailed monthly, quarterly, and annual financial reports for executive leadership
- Collaborate with cross-functional teams to support budgeting and strategic planning processes
- Conduct ad-hoc financial analysis projects supporting business initiatives
- Maintain and enhance financial reporting systems for accuracy and efficiency
- Present findings to stakeholders through clear, actionable insights
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 5+ years of progressive financial analysis experience in finance/investment sector
- Advanced proficiency in Excel (VBA, PivotTables, complex formulas)
- Strong SQL and data visualization skills (Tableau/Power BI preferred)
- CFA or CPA certification highly desirable
- Proven ability to translate complex financial data into strategic recommendations
- Excellent communication and presentation skills
- Experience with financial reporting and regulatory compliance