Senior Financial Analyst
2 weeks ago
Job description – Senior Financial Analyst
Our Company Mission:
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PRIME Corporate Services was founded with the goal to help entrepreneurs, investors, traders, and small business owners. The firm was established to increase resources and support to entrepreneurs and businesses struggling to scale due to debt, insufficient tax knowledge, and inadequate entity structures.
Our Company Values:
Us before Me. Make a Client not a Sale. Debate, Commit, Execute. Win the Day.
Your Team:
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This position will work closely with the finance team and report to the Director of Financial Planning and Analysis.
Position Summary:
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We are seeking a detail-oriented and analytical Senior Financial Analyst to join our finance team. The ideal candidate will have a strong background in financial analysis, experience with Salesforce and familiarity with NetSuite. In this role, you will work closely with cross-departmental teams to provide insights and support the decision-making process.
Key Responsibilities:
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· Assist in the preparation and analysis of financial reports, budgets and forecasts.
· Analyze financial data to identify trends, variances and opportunities for improvements.
· Support the transition from QuickBooks to NetSuite, ensuring data integrity and accuracy.
· Collaborate with the sales team to integrate Salesforce data into financial models.
· Prepare financial reports for management.
Qualities:
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· Bachelor’s degree in finance, accounting, economics or a related field.
· 3+ years of experience in financial analysis or related role.
· Proficiency in Salesforce and experience with financial systems (NetSuite, preferred).
· Advanced proficiency in Microsoft Excel and Power Query.
· Strong analytical and problem-solving skills.
· Excellent attention to detail and organizational skills.
· Ability to work independently and collaboratively in a fast-paced environment.
· Strong communication and presentation skills.
Benefits:
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? Health, Dental, and Vision insurance
? 401k with company match
? Paid time off and holidays
? Professional development opportunities
? Wellness programs
Requirements:-
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