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
