Senior Financial Analyst - Portfolio Management & Strategy

$72K — $103K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting, Finance, or related field
  • 3-5 years of experience in finance, accounting, or data analytics
  • Knowledge of Business Object or similar data management tools
  • Proficient in Microsoft Office Suite
  • Familiarity with data visualization tools like Power BI or Tableau
  • MBA, CPA, or CFA is a plus

Responsibilities

  • Act as the lead analyst on complex client analyses and long-term projects
  • Develop innovative tools and enhance existing processes
  • Conduct in-depth analyses using data mining techniques
  • Enhance efficiency and accuracy in team outputs
  • Mentor and support the development of junior team members
  • Oversee financial analysts' work and ensure high-quality standards
  • Undertake additional projects as assigned

Benefits

  • Comprehensive health, vision, and dental insurance
  • Life and disability insurance coverage
  • 401(k) plan with company matching contributions
  • Paid Time Off (PTO) and paid holidays
  • Paid parental leave and military leave options
  • Tuition reimbursement for professional development
  • Employee Assistance Program for personal support
Full Job Description

Principal Purpose of Position:

  • Be the lead analyst on non-standard client analyses and long term projects
  • Create new tools and improve upon existing processes
  • Utilize data mining techniques and in depth analysis to develop solutions for ad hoc requests
  • Apply knowledge of Microsoft Office and other software to improve efficiency and accuracy of group output
  • Utilize expertise to help develop junior team members92 technical skills
  • Lead projects and be able to review the work of other Financial Analysts
  • Perform all other duties and special projects as assigned.

Education and/or Training:

  • Bachelor92s degree in Accounting, Finance, or a related field
  • MBA, other Graduate degrees, CPA or CFA a plus

Relevant Work Experience:

  • 3-5 years of experience in finance, accounting, or data analytics
  • Working knowledge of Business Object or similar packages
  • Able to read and understand Financial Statements
  • Experience collecting and analyzing raw data to identify trends, patterns, and anomalies
  • Proficient in Microsoft Office (Excel, PowerPoint, Word & Outlook)
  • Familiar with data analytics/visualization tools (Power BI, Tableau, etc.)

Planning/Organizing/Managerial Knowledge:

  • Strong analytical and problem solving skills, with the ability to communicate findings
  • High standards of accuracy and ability to self-review work
  • Able to manage multiple priorities under competing deadlines
  • Highly organized
  • Comfortable working in a high-paced, deadline driven environment

Communicating & Influencing Skills:

  • Strong verbal and written communication skills
  • Able to work effectively independently as well as collaboratively within a team
  • Able to summarize data and present findings in a easy to understand format
  • Strong research and presentation skills
  • Comfortable with presenting to high level internal and external clients
  • Responds to non-standard requests from customers and the business; investigates with assistance from others as needed

#LI-HYBRID

#LI-BS1

At Holman, your total compensation goes beyond your paycheck. To position you for success and provide a rewarding career and better life for you and your family, Holman is proud to offer you the benefits you deserve; including protection against illness, disability, loss of work, or preparation for retirement. Below is a brief overview of the programs available to full-time employees (programs may vary by country or worker type):

  • Health Insurance
  • Vision Insurance
  • Dental Insurance
  • Life and Disability Insurance
  • Flexible Spending and Health Savings Accounts
  • Employee Assistance Program
  • 401(k) plan with Company Match
  • Paid Time Off (PTO)
  • Paid Holidays, Bereavement, and Jury Duty
  • Paid Pregnancy/Parental leave
  • Paid Military Leave
  • Tuition Reimbursement

Benefits:

Regular Full-Time

We offer excellent benefits including health, vision, dental, life and disability insurance, and 401(k) with company match. Our time off benefits include Paid Time Off (PTO), paid holidays, bereavement, and jury duty. In addition, we offer paid pregnancy and parental leave, and supplemental paid military leave to eligible employees.

Temporary or Part-Time

In geographic areas with statutory paid sick leave, part-time and temporary employees will receive a paid sick leave benefit that meets the mandated requirements.

Pay:

We offer competitive wages that are commensurate with job-related skills, experience, relevant education or training, and geographic location, starting in the range of $72,950.00 - $103,955.00 USD annually for full time employees. The annual compensation range is comprised of base pay earnings.

Artificial Intelligence Statement

We recognize that applicants for positions at any organization may view AI tools for tasks such as drafting a resume or cover letter, provided the information is accurate and truthful. However, applicants should not use AI tools to:

  • Answer interview questions on their behalf, or use AI tools in any way during the interview or other qualification process(es).

  • Misrepresent or embellish qualifications, skills, or experience

  • Create false or misleading representations of identity (e.g., deepfakes or altered images/videos)

Your application, whether an AI tool is used or not, should reflect your authentic abilities and experiences. Any use of AI that compromises honesty or integrity may result in disqualification from the process.

Similar Jobs

More Jobs at

More Finance & Insurance Jobs

Find similar Senior Financial Analyst - Portfolio Management & Strategy jobs: