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Financial Analyst

3 months ago

Portsmouth, United States Prime, Buchholz Full time

Are you a talented and experienced Financial Analyst passionate about financial modeling, accounting, and business metrics? Do you want to make a significant impact by forecasting future results and supporting strategic initiatives? If so, we want to hear from you

About the Role

Our CFO is seeking a strong team member to:

  • Manage the quarterly billing process
  • Analyze financial statements, budgets, and forecasts
  • Prepare quarterly management reports
  • Track and analyze financial performance in collaboration with department heads
  • Develop financial models to support strategic initiatives and executive decision-making
  • Support the finance team with periodic accounting functions
Key Responsibilities
  • Budgeting & Forecasting: Working closely with the CFO and department heads to develop annual operating budgets and monthly forecast updates.
  • Financial Reporting: Preparing and analyzing quarterly budget versus actual reports and reviewing with department leaders to understand deviations and planned adjustments.
  • Client Billing Calculation: Calculating quarterly client fees based on market values and fee schedules.
  • Monthly Closing Process: Supporting the monthly closing process through reconciliations and journal entries.
  • Process Improvement: Identifying areas for process and system improvements, proposing solutions, and participating in or leading improvement projects.
What We're Looking For
  • Education: B.S. in accounting or finance is required.
  • Experience: 3-5 years of experience in financial analysis, budgeting, and forecasting.
  • Skills: Excellent Excel skills and a keen eye for detail. Tableau experience a plus
  • Location: This role is for applicants located within the United States who will not require sponsorship for employment now or in the future.
Join our team and be part of a diverse and inclusive environment where your skills and contributions are valued and recognized. Apply today and take the next step in your financial career

What we offer

At Prime Buchholz, we ask a lot of our employees, which is why we give so much in return. In addition to your competitive salary and annual bonus, medical/dental/vision plan, we'll shower you with perks, including:
  • Flexibility: Two days a week, feel free to skip the commute and hit your deadlines from home.
  • Savings: No one wants to work forever. Our generous 401(k) match and profit sharing will help those goals become a reality.
  • Community: Matching charitable contributions and paid time off to volunteer at charities near and dear to your heart.
  • Time: Balance work and play with our rich paid time off and 11 paid holidays. Planning to start or grow your family? We have time off for that too.

Prime Buchholz is an equal opportunity employer and does not discriminate based on race, color, gender, religion, age, sexual orientation, gender identity, gender expression, national or ethnic origin, disability, neurodiversity, marital status, veteran status, or any other category protected by law.

About Prime Buchholz

Prime Buchholz LLC was established in 1988 and has grown to become a leading, completely independent investment consulting firm advising more than 260 institutional clients. Headquartered in Portsmouth, NH-with offices in Boston and Atlanta-Prime Buchholz was one of the first investment consulting firms to develop in-depth expertise in alternative investments such as hedge funds, private equity, and real assets.

Our clients include educational endowments, private and public foundations, cultural and religious organizations, health care and insurance organizations, pension plans, and high-net-worth families. We work closely with our clients to create, implement, and monitor investment policies and asset allocation strategies intended to meet their unique investment goals.