Job Description
Join Global Financial Partners' elite finance team at our Manhattan headquarters as we redefine banking innovation. As a Senior Financial Analyst, you'll drive strategic financial planning for our $50B asset portfolio while collaborating with C-suite executives to shape the future of wealth management. Our award-winning culture combines Wall Street rigor with Silicon Valley agility, offering unparalleled growth opportunities in the world's financial capital.
Responsibilities
- Develop comprehensive financial models for investment portfolios and risk assessment
- Lead monthly forecasting cycles and variance analysis for executive reporting
- Design automation solutions for financial reporting using Python and Power BI
- Coordinate cross-departmental audits and regulatory compliance initiatives
- Present financial insights to stakeholders through executive dashboards
- Mentor junior analysts on financial best practices and regulatory standards
Qualifications
- 5+ years of financial analysis experience in banking or fintech
- CPA or CFA designation strongly preferred
- Expertise in SQL, Python, and advanced Excel modeling
- Deep understanding of Basel III/IV and SEC regulations
- Proven track record of automating financial workflows
- Exceptional presentation skills for executive audiences