Senior Financial Analyst

2 weeks ago


West Palm Beach, United States Multi-Billion Dollar Investment Firm Full time

Senior Financial Analyst


Role Responsibilities:

• Prepare quarterly performance data and analyses for current funds and investments.

• Develop and maintain the short-term and long-term forecasts for current and future funds and strategies.

• Perform in-depth analysis of financial data, including historical financial performance, forecasts, and industry trends.

• Prepare detailed financial reports and presentations for senior management, investors, and stakeholders.

• Conduct variance analysis to identify key drivers of performance and provide actionable recommendations.

• Assist in the preparation of annual budgets, quarterly forecasts, and long-term financial plans.

• Work with partners and senior team members to perform highly-visible analysis.

• Support ad-hoc financial analysis and special projects as needed.

Valuations

• Liase with deal team members, Valuation Specialist and Fund Accounting to coordinate and report on CCP monthly and quarterly valuations.


Reporting:

• Work closely with the accounting, investor relations and deal teams on all reporting (including quarterly reporting, regulatory filings, and investor relations requests) to ensure accurate and timely reports.

• Prepare and File regulatory filings for various funds on a quarterly and annual basis.

• Work closely with deal teams to improve upon and maintain monthly and quarterly financial reports for the portfolio investments.

Portfolio Companies

• Work closely with deal teams to establish and maintain monthly and quarterly financial reports for the portfolio investments.

Manage enterprise, cloud-based financial reporting system used for portfolio reporting.

Other Duties

The duties of this role may change based on the evolving needs of the funds, the Finance and Operations Group, or the broader firm. This individual may also assist with aspects of the credit portfolio valuation process.


Qualifications Required:

• Advanced proficiency in Microsoft Excel, pivot tables, and data analysis.

• Strong analytical skills and attention to detail, with the ability to interpret complex financial data and trends.

• Excellent communication and presentation skills, with the ability to convey financial information clearly and concisely. Confident in speaking with internal and external stakeholders, including finance professionals, over the telephone, video conferencing, email, and in person.

• Extremely organized, and excellent interpersonal skills.

• Results Focused: Proactive, self-starter and diligent. Receives limited directives positively and can execute tasks independently.

• Maintains highest degree of confidentiality in dealing with financial information and data


Qualifications Preferred:

• Experience in financial modeling, reporting reconciliation and/or auditing experience highly valuable

• Private equity experience is a plus

• Prior experience using Investran and/or iLevel


Education Required:

• Bachelor’s Degree in Finance or Accounting



  • West Palm Beach, United States Multi-Billion Dollar Investment Firm Full time

    Senior Financial AnalystRole Responsibilities:• Prepare quarterly performance data and analyses for current funds and investments.• Develop and maintain the short-term and long-term forecasts for current and future funds and strategies.• Perform in-depth analysis of financial data, including historical financial performance, forecasts, and industry...


  • Huntington Beach, United States The Boeing Company Full time

    Initiates assignments and leads integration and analysis of resource forecasts and/or Estimates at Completion (EA - Cs) for control accounts, budgets, functions or pools; financial EA - Cs for contracts or programs. Develops performance reports. Init Financial Analyst, Financial, Financial Planning, Analyst, Senior, Operations, Technology


  • Pompano Beach, United States Robert Half Full time

    Job Title: Senior Financial AnalystHybrid - One day from home of your choiceExperience: 2-3 Years in Financial Planning and AnalysisEducation: Bachelor's Degree in Finance or Similar (MBA Preferred)We are a leading provider of insurance solutions, committed to delivering excellence in service and innovation. As a publicly traded company, we uphold the...


  • Pompano Beach, United States Robert Half Full time

    Job Title: Senior Financial AnalystHybrid - One day from home of your choiceExperience: 2-3 Years in Financial Planning and AnalysisEducation: Bachelor's Degree in Finance or Similar (MBA Preferred)We are a leading provider of insurance solutions, committed to delivering excellence in service and innovation. As a publicly traded company, we uphold the...


  • Daytona Beach, United States Brown & Brown Insurance Full time

    Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Senior Financial Analyst to join our growing team in Daytona Beach, FL! This highly visible role uses analytical skills and advanced Excel modeling to provide key business metrics for all...


  • Deerfield Beach, United States Regional One Full time

    The Financial analyst is to assist in developing yearly budgets and monthly forecast designed to achieve management strategic plan. The analyst will support management planning and decision-making by identifying, maintaining, and evaluating information. The analyst will provide monthly analysis designed to assist management operating decisions. The analyst...


  • Daytona Beach, United States Brown & Brown Full time

    Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Senior Financial Analyst to join our growing team in Daytona Beach, FL! This highly visible role uses analytical skills and advanced Excel modeling to provide key business metrics for all...


  • Vero Beach, United States Piper Aircraft Full time

    Job Description Senior Financial Analyst (Full Time) Department: All Openings, Finance & Accounting The Senior Financial Analyst role is crucial for driving financial accuracy and strategic decision-making within the organization. Key responsibilities include conducting detailed variance analysis, assisting in the development and management of budgets,...

  • Financial Analyst

    5 days ago


    West Palm Beach, United States Storage Rentals of America Full time

    Job DescriptionJob DescriptionBecome the newest member of our exciting team at Storage Rentals of America (SROA) as we redefine self-storage!Financial Analyst – Asset ManagementWe are seeking a proactive and detail-oriented Financial Analyst to join our dynamic team. This role will involve collaborating with senior members to support various financial...


  • Deerfield Beach, United States Regional One Inc Full time

    Job DescriptionJob DescriptionThe Financial analyst is to assist in developing yearly budgets and monthly forecast designed to achieve management strategic plan. The analyst will support management planning and decision-making by identifying, maintaining, and evaluating information. The analyst will provide monthly analysis designed to assist management...


  • Palm Beach Gardens, United States National Dentex Labs Full time

    Job Details Description Join National Dentex - a leading healthcare organization specializing in the dental industry. We offer a full spectrum of specialized products, services, and technologies to address any dental restoration need. Currently, we have 50+ labs throughout the country. Our team is growing, and we are hiring a number of key positions within...


  • Palm Beach Gardens, United States NDX Full time

    Join National Dentex - a leading healthcare organization specializing in the dental industry. We offer a full spectrum of specialized products, services, and technologies to address any dental restoration need. Currently, we have 50+ labs throughout the country. Our team is growing, and we are hiring a number of key positions within our organization...


  • West Palm Beach, United States SROA Capital Full time

    Become the newest member of our exciting team at Storage Rentals of America (SROA) as we redefine self-storage!Financial Analyst – Asset ManagementWe are seeking a proactive and detail-oriented Financial Analyst to join our dynamic team. This role will involve collaborating with senior members to support various financial initiatives including project...


  • West Palm Beach, United States SROA Capital Full time

    Become the newest member of our exciting team at Storage Rentals of America (SROA) as we redefine self-storage!Financial Analyst – Asset ManagementWe are seeking a proactive and detail-oriented Financial Analyst to join our dynamic team. This role will involve collaborating with senior members to support various financial initiatives including project...


  • Palm Beach Gardens, United States NDX Full time

    Join National Dentex - a leading healthcare organization specializing in the dental industry. We offer a full spectrum of specialized products, services, and technologies to address any dental restoration need. Currently, we have 50+ labs throughout the country. Our team is growing, and we are hiring a number of key positions within our organization...


  • West Palm Beach, United States MMT INC Full time

    Position Summary: The position is responsible for supporting financial planning and analysis processes for assigned locations/business lines, including but not limited to: preparation and analysis of management financial statements; budgeting and forecasting; implementation of management dashboards; deployment of key company metrics; preparation of accurate...


  • Deerfield Beach, United States JM Family Enterprises Full time

    Southeast Toyota is looking for a Senior Financial Analyst! Southeast Toyota is the largest independent distributor for Toyota, one of the world’s most admired brands. We proudly accessorize, prepare and distribute all new Toyota vehicles sold in Florida, Georgia, Alabama, North Carolina and South Carolina. Within this region, we support 177 independent...


  • West Valley City, United States Nusano Full time

    Overview: Position Summary: As a Senior Financial Analyst, you will play a vital role in driving the financial performance and strategic decision-making of the organization. You will be responsible for analyzing financial data, identifying trends, and providing actionable insights to senior management. Your expertise in financial planning, budgeting,...


  • Vero Beach, United States Piper Aircraft, Inc. Full time

    Job DescriptionJob DescriptionThe Senior Financial Analyst role is crucial for driving financial accuracy and strategic decision-making within the organization. Key responsibilities include conducting detailed variance analysis, assisting in the development and management of budgets, creating accurate financial forecasts, and contributing to month-end...


  • North Palm Beach, United States First Horizon Bank Full time

    Summary The Credit Analyst, Sr position provides high level analytical support in underwriting/analyzing commercial credit facilities and assisting Portfolio Managers and Relationship Managers in managing customer relationships. A Senior CA will be expected to provide credit analysis support for assigned lending relationships. The position also...