Senior Financial Analyst

Andrews & Cole is partnering with an asset management firm in its search for an experienced Senior Financial Analyst.

Exposure to C-Suite leadership through ad-hoc project work, including the CFO and co-CEOs, and collaboration with the fund accounting team.

Hybrid schedule with 4 days onsite to start with remote flexibility available in the longer term.

Responsibilities:

• Develop and maintain 5-year profit forecasts to guide corporate decision-making.
• Create and maintain financial models for multiple funds, ensuring accuracy and reliability in projections.
• Conduct comprehensive breakeven analyses for new fund launches to assess viability and potential returns.
• Prepare and deliver quarterly presentations to senior leadership, highlighting key financial metrics and insights.
• Handle and analyze large datasets to extract meaningful insights to support financial models.
• Utilize Python and/or AI to automate repetitive tasks and streamline financial processes, enhancing efficiency.
• Assist with compensation tracking and capital account PDF automation.
• Support the Deputy CFO, CFO, and Co-CEOs with various financial projects and tasks as needed.

Qualifications:

• BS/BA in Finance, Business, Economics, or a related field.
• 6+ years of experience in the financial sector in a financial modeling/data analysis capacity, demonstrating a history of implementing process improvements and system enhancements.
• FP&A experience and experience working with data teams required.
• Experience at a hedge fund and/or private equity firm, with a working knowledge of fund structures, management and incentive fees, and fund-level economics, is highly desirable.
• Advanced proficiency in Microsoft Excel, including complex formulas, pivot tables, and data visualization.
• Familiarity with financial modeling, forecasting techniques, and metrics.
• Beginner to intermediate skills in VBA for Excel automation are a plus.
• Python scripting skills, and SQL knowledge are a plus.
• Broad asset valuation or capital markets familiarity is a plus.
• Excellent analytical skills, problem-solving abilities, and strong attention to detail and accuracy.
• Effective communication skills, with the ability to present complex information clearly.
• Ability to manage multiple projects and meet shifting deadlines.
• Adept at interfacing across corporate divisions.

Final offers take into account experience, education, training, and other business and market factors. Candidates with broader or more specialized experience may be considered at a different level, which may impact the compensation package offered.