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Senior Financial Analyst
2 months ago
The Senior Financial Analyst is an integral part of a dedicated and highly skilled team, responsible for providing our clients and business partners with insightful information to support decision making, while contributing to a culture of teamwork, innovation, critical thinking and outstanding customer service. The role will support thought and process leadership in areas data analysis, reporting, planning and forecasting.
Reporting relationship: Vice President of Financial Management
DUTIES & RESPONSIBILITIES:
Understand and anticipate internal and external business needs and work with the team to address through robust financial reporting and analysis.
Collaborate with the Finance team to manage financial data including proper review and reconciliation of information to ensure accuracy.
Understand complex, multi-tier ownership structures and the impact of these structures on financial reporting and analysis.
Interface with third parties to compile required data and information and problem-solve any variances or issues.
Collaborate with the Finance team to maintain internal controls to prevent, detect and deter errors within the finance functions; participate in completion of the annual audit process.
Evaluate financial and operational performance by analyzing past results, performing variance analysis, identifying trends, and documenting recommendations.
Prepare timely monthly and quarterly financial reporting packages for clients and management that share financial performance, valuable analyses, and high-level narratives.
Assist with the preparation and review of journal entries and reconciliations of financial and investment activity.
Understand basic tax concepts and potential impacts to the financial position of the entities under management.
Collaborate with leadership to implement investment software. Partner with third parties to ensure data integration, mapping, and integrity in a seamless fashion.
Create updated forecasts and other ad-hoc reports to improve overall understanding of financial position, business needs, and future opportunities.
Effectively collaborate and communicate with others; attentively listen, ask questions, work well with others, and demonstrate a desire to be part of a team.
Exercise sound judgment and an appropriate sense of urgency.
Complete other projects as assigned.
REQUIREMENTS:
Bachelor’s degree in Finance/Accounting; CPA or CFA preferred.
5-10 years of experience with a strong focus in financial analysis and reporting; exposure to investments desirable.
Dedicated and dependable
with a positive attitude.
Advanced analytical and problem-solving skills.
High proficiency in Excel; experience with the implementation of reporting tools preferred.
Advanced written and verbal communication skills, including the ability to effectively write reports and information.
Ability to manage and prioritize multiple projects simultaneously with efficiency, strong attention to detail, and self-motivated approach.
Strong interpersonal skills and the ability to build effective working relationships.
Naturally inquisitive and the ability to anticipate needs.
Very occasional regional and national travel required.
Uncompromised commitment to the highest level of confidentiality and sensitivity to privacy in all aspects of job responsibilities must be exercised at all times.
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