Lead Financial Analyst
4 days ago
To apply to this hybrid role, please send your resume to John Sadofsky at john.sadofsky@roberthalf.c0m
Feeling stuck or straight up bored at your current job? Let’s fix that. A high-End Investment firm is seeking a Lead Financial Analyst. Perks include including above market pay-rates, top-tier health benefits, plenty of work from home flexibility, and other unique perks that their top competitors can’t to provide.
We are offering an exciting opportunity for a Lead Financial Analyst to become a part of our team. Your work will revolve around the Financial Analysis aspect of our Payment Services, where you will collaborate with global relationship managers to assess strategic opportunities with major financial institutions.
Responsibilities:
• Conduct detailed financial analyses to inform investment decisions and the creation of financial strategies.
• Work alongside relationship managers to evaluate potential partnerships and channel expansions.
• Develop profitability analyses and projections to facilitate deal flow and partner negotiations.
• Analyze investment trade-offs to understand financial implications and influence actions.
• Improve forecasting accuracy and drive business insights through the enhancement of financial models.
• Perform competitive analyses to derive strategic insights and actions.
• Utilize CRM and Accounting Software Systems to manage and process customer credit applications.
• Maintain accurate records of customer credit using tools like ADP - Financial Services and Crystal Reports.
• Perform auditing and capital management tasks, adhering to a strong risk management culture.
• Use data mining techniques to support accounting functions and budget processes.
Job Requirements:
• Proficient in Accounting Software Systems
• Experience with ADP - Financial Services
• Ability to work with CRM
• Familiarity with Crystal Reports
• Knowledge of Data Mining Techniques
• Comprehensive understanding of Accounting Functions
• Experienced in Accrual Accounting
• Proficiency in Auditing
• Familiarity with Budget Processes
• Understanding of Capital Management
To apply to this hybrid role, please send your resume to John Sadofsky at john.sadofsky@roberthalf.c0m
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