Job Description
Join Philly Financial Partners as a Senior Financial Analyst and drive financial excellence in a remote-friendly environment. We're seeking a strategic thinker to support our Philadelphia-based investment portfolio with data-driven insights. Enjoy competitive compensation, flexible work arrangements, and career growth in a collaborative team. If you're passionate about finance and value work-life balance, apply today to shape our financial future!
Responsibilities
- Analyze financial data to identify trends, risks, and opportunities for 50+ investment portfolios
- Develop comprehensive financial models and forecasts using Excel and SQL
- Prepare executive dashboards and quarterly performance reports for stakeholders
- Collaborate with cross-functional teams to optimize budget allocation and cost efficiency
- Lead month-end closing processes and ensure SOX compliance
- Present findings to senior leadership with actionable 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 (VLOOKUP, PivotTables, Power Query) and SQL
- Strong knowledge of GAAP and financial reporting standards
- Proven experience with financial modeling and scenario analysis
- Excellent communication skills with ability to translate complex data
- Remote work experience and self-discipline in virtual environments