Job Description
Join our dynamic finance team at Global Financial Partners, a leading investment firm with a 15-year legacy in Wall Street excellence. We're seeking a detail-oriented Senior Financial Analyst to drive strategic financial planning and optimize our investment portfolio. This hybrid role offers the opportunity to work with C-suite executives while shaping our financial future.
Our ideal candidate thrives in fast-paced environments and possesses a deep understanding of financial modeling, regulatory compliance, and market trends. You'll collaborate with cross-functional teams to deliver actionable insights that fuel our growth.
Responsibilities
- Develop comprehensive financial models and forecasts to support strategic decision-making
- Analyze market trends and economic indicators to inform investment strategies
- Prepare monthly, quarterly, and annual financial statements with executive summaries
- Lead budgeting and variance analysis processes across business units
- Ensure compliance with GAAP, SEC regulations, and internal controls
- Present financial insights to senior leadership through compelling visualizations
- Collaborate with IT to implement financial systems and process improvements
Qualifications
- Bachelor's degree in Finance, Accounting, or related field (CPA/MBA preferred)
- 5+ years of progressive financial analysis experience in investment/financial services
- Advanced proficiency in Excel, SAP, and financial modeling software
- Expertise in financial statement analysis and ratio interpretation
- Demonstrated success in presenting complex financial data to non-financial stakeholders
- Strong understanding of capital markets and portfolio management principles
- Exceptional analytical skills with attention to detail and accuracy