Senior Financial Advisor

5 days ago


Hauppauge, New York, United States Broadway National Group Full time
Job Summary:

This Financial Data Specialist role at Broadway National Group involves conducting financial analysis and reporting, budgeting and forecasting, data management, strategic support, compliance and risk management, and communication and collaboration. The successful candidate will have strong analytical and problem-solving skills, proficiency in financial modeling and forecasting techniques, and advanced knowledge of Microsoft Excel and financial software.

Key Responsibilities include:
  • Financial Analysis and Reporting: Conduct detailed financial analysis, prepare monthly, quarterly, and annual financial reports, analyze variances and trends, develop and maintain financial models, and perform cost-benefit analyses.
  • Budgeting and Forecasting: Assist in preparing annual budgets and periodic forecasts, monitor actual performance against budgets and forecasts, and collaborate with department heads to gather budget inputs and review budget submissions.
  • Data Management: Collect, organize, and analyze financial data from various sources, ensure data integrity and accuracy in financial reporting, and maintain and update financial databases and systems.
  • Strategic Support: Provide financial insights to support business decisions and strategy formulation, assist in evaluating potential investment opportunities and business ventures, and support strategic planning initiatives with financial analysis and modeling.
  • Compliance and Risk Management: Ensure compliance with financial regulations and standards, assist in developing and implementing internal controls and financial policies, and identify and mitigate financial risks through proactive analysis and monitoring.
  • Communication and Collaboration: Present financial findings and recommendations to senior management, collaborate with cross-functional teams to achieve financial objectives, and provide support and training to other team members on financial processes and systems.


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