Senior Financial Analyst

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Summary

Leading FinTech Firm in NYC seeking Sr Level FP&A Professional!


Company Information:

• Brand Name FinTech Firm

• Leader in the industry

• Lots of opportunity for internal growth and development

• Ongoing learning opportunities and sponsored training

• Fully covered benefits

• Great work life balance


Job Description:

• Own and deliver financial and operational dashboards and manage reporting packages for Executive Management

• Analyze business performance / results and expense variance analysis

• Lead Budget/Forecast processes and streamline workflows to create efficiencies and enhance financial reporting and analysis

• Handle the investment portfolio: implement capital calls, interpret company documents to accurately supervise realized/unrealized investment activity

• Identify, analyze, and interpret trends and patterns across the investment portfolio

• Provide new insights that can positively impact team behaviors/biases and drive overall fund performance

• Proactively work to identify gaps and inefficiencies, automate processes, and mature existing automation methods

• Build and develop business relationships with clients, CFOs and senior management

• Improve operations and further business goals by providing insightful reporting/analysis and thoughtful observations


Requirements / Qualifications:

• Bachelor’s Degree in Finance/Accounting

• 3-8 years of relevant work experience

• Strong Excel/Data Analytics skills

• Comfortable interacting with senior management

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