Job Description
Join our dynamic finance team at Global Financial Partners, a leading investment firm with a 20-year legacy in wealth management. We're seeking a strategic Senior Financial Analyst to drive financial planning, analysis, and reporting initiatives that directly impact our $5B+ portfolio. This hybrid role offers competitive compensation, comprehensive benefits, and opportunities for career growth within a collaborative, fast-paced environment.
Responsibilities
- Lead comprehensive financial modeling, forecasting, and variance analysis for investment portfolios
- Develop and maintain key financial reporting dashboards for executive stakeholders
- Conduct in-depth market research and competitor analysis to inform strategic decisions
- Collaborate with portfolio managers to assess risk exposure and optimize capital allocation
- Streamline financial processes using automation tools (Python, Power BI)
- Present complex financial insights to C-suite executives and board members
Qualifications
- Bachelor's degree in Finance, Accounting, or Economics; MBA or CPA preferred
- 5+ years of progressive financial analysis experience in investment/banking
- Advanced proficiency in Excel, Power BI, and financial modeling tools
- Strong understanding of SEC regulations and GAAP standards
- Proven ability to translate complex data into actionable business insights
- Exceptional communication and presentation skills