Sr. Financial Analyst

Job Description

Job Description

We are partnering with a dynamic, investment-focused organization seeking a Senior Financial Analyst to join its growing finance team. This position is ideal for someone who enjoys combining technical financial analysis with strategic decision-making and partnering directly with leadership. The role offers significant exposure to investment analysis, performance reporting, and executive-level decision support within a fast-paced environment.

Responsibilities

• Develop and maintain financial models analyzing operating performance, cash flow, balance sheet activity, and key business metrics.
• Support the evaluation of strategic initiatives through scenario modeling, forecasting, and investment analysis.
• Analyze asset and portfolio performance to identify trends, risks, and opportunities for operational improvement.
• Partner with cross-functional teams to assess business results, market conditions, and performance drivers.
• Prepare presentations, reports, and analytical materials for executive leadership and other key stakeholders.
• Collaborate with accounting and operational teams to improve reporting accuracy and business insights.
• Communicate findings and recommendations to leadership in a clear and actionable manner.
• Ensure accuracy and integrity of financial models, reporting packages, and data sources.
• Contribute to ongoing process improvements and enhancements within the FP& A function.

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• 1-3 years of experience in financial analysis, corporate finance, investment analysis, or a related environment.
• Advanced Excel skills with experience in financial modeling, forecasting, valuation, and sensitivity analysis.
• Experience preparing materials for senior leadership and supporting strategic decision-making.
• Strong analytical, problem-solving, and critical-thinking abilities.
• Excellent communication and presentation skills.
• Ability to manage multiple priorities in a fast-paced, collaborative environment.
• High level of attention to detail, organization, and professionalism.