Finance Analyst

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Summary

Our client an industry leading Investment firm is looking for an Analyst to join their growing Finance team!


Company Information:

Global Investment firm with over $45B AUM


Job Description:
  • Prepare monthly financial dashboards for senior management reflecting actual results, and comparisons to forecasts / budgets
  • Analyze current and past trends in the areas of revenue, expenses and other key performance indicators to improve design and accuracy of financial forecasts
  • Play an active role in the firm’s annual budget and forecasting processes by working with the organization’s leadership to incorporate initiatives
  • Develop financial analysis, which is value-added to decision making and assessing business performance
  • Partner with the businesses in developing financial models and analyses to support strategic initiatives, including product expansion economics

Requirements / Qualifications:
  • Bachelor’s Degree in Accounting / Finance or related field is preferred
  • 2+ years’ experience in Financial Services
  • Strong Microsoft Excel and PowerPoint skills (Pivot tables, macros, VBA); Knowledge of Tableau a plus
  • Advanced quantitative and problem solving skills
  • Ability to communicate effectively, including presenting ideas both in written presentations and to small groups

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