Job Description: The Senior Financial Analyst is primarily responsible for supporting Corporate Finance function, which broadly encompasses financial analysis, recruiting economics, long range planning and M&A activities. In this capacity, the ideal candidate will play a leading role in various analytical efforts within the group while developing and managing relationships with key leaders / stakeholders within various business units.
Education Requirements:
Master's Degree in Finance preferred, Bachelor's Degree from accredited university in Finance or other related field is required.
Responsibilities:
- Develops/maintains complex financial models as part of the company's forecasting, budgeting, and annual planning processes (weekly flashes, monthly reporting, annual planning / budgeting)
- Determine the best approach to analyzing and synthesizing data and work independently to solve complex problems
- Assesses the financial and economic performance of various businesses through detailed understanding of revenue and cost drivers, identifying ways to increase growth and profitability
- Work with specific units in the context of regular financial monitoring, evaluation of new initiatives, budgeting, forecasting, and performance improvement
- Monitors performance of various business units and departments (including variance analyses) and preparing periodic reports for senior management
- Maintains forecasting, budget, and key operating metrics and databases within applicable systems
- Assists with implementation of new tools and systems
- Assists in producing analysis and recommendations for senior management with respect to strategic business decisions
- Helps to improve current finance processes through simplification and/or automation
- Develops and maintains excellent relationships with colleagues across business units / departments to foster an effective cross functional working environment and collaborative spirit
- Mentor junior team members
- All other duties as assigned
Basic Requirements:
- Minimum of 5 years' experience in FP&A, finance or business analysis role
- Advanced financial modeling and analysis skills required
- Solid knowledge of financial statements, corporate finance and accounting principles required
- Expert proficiency in the use of business applications, particularly Excel and PowerPoint
- Experience with financial reporting, corporate finance, and general ledger applications tools
- Highly motivated with demonstrated experience managing multiple projects in a fast paced, deadline-oriented work environment
- Self-starter who will anticipate challenges and work proactively to resolve issues
- Comfortable working within an entrepreneurial, "roll-up your sleeves" environment
- Strong written and verbal communication skills
- Team player with a customer service mentality
Preferred Requirements:
- Prior financial services industry experience preferred (wealth management, investment management, broker-dealer, insurance, banking, specialty finance)
- Experience with financial tools (Adaptive Planning and Workday Financials) a plus
- MBA degree is a plus
