Senior Financial Analyst (CFA Charterholder)
The Role
We are seeking a highly skilled and analytical Senior Financial Analyst with a CFA designation to join our team. This role is ideal for a detail-oriented professional with a strong foundation in investment analysis, financial modeling, and strategic planning. You will be instrumental in guiding data-driven decisions that support our client's growth and financial health.
Responsibilities
- Conduct in-depth financial analysis to support strategic initiatives and business decisions
- Develop, maintain, and improve complex financial models and forecasting tools
- Prepare monthly, quarterly, and annual financial reports and present key findings to senior management
- Analyze trends in financial performance and provide recommendations for improvement
- Perform research and financial / investment due diligence on private and public assets, including early-stage companies, VC funds, and real estate.
- Evaluate investment opportunities and support capital allocation decisions
- Prepare financial / investment due diligence reports for internal and external clients
- Partner with cross-functional teams (e.g., operations, sales, product) to support budgeting and forecasting processes
- Assist in scenario and sensitivity analysis for key business drivers
- Monitor economic, industry, and market trends and assess their impact on the company’s financial plans
- Support M&A activities, including due diligence, valuation modeling, and integration planning
Job Requirements
Professional Knowledge
- CFA Charterholder (required)
- Bachelor’s degree in Finance, Economics, Accounting, or a related field (MBA or Master’s degree preferred)
- 5+ years of progressive experience in financial analysis, corporate finance, or investment banking
- Advanced Excel and financial modeling skills; proficiency with financial planning software and ERP systems
- Investment due diligence experience with both public and private companies
- Strong analytical, problem-solving, and presentation skills
- Excellent written and verbal communication skills
- Ability to manage multiple priorities and meet tight deadlines in a fast-paced environment
Soft Skills
- Ability to handle multiple engagements simultaneously
- Commitment and ability to meet critical business deadlines
- Self-starter with strong organizational skills
- Exceptional attention to detail
- Excellent research and problem-solving skills
- Strong technology and software acumen
- Comfortable learning new software programs
- Able to receive constructive feedback
- Comfortable working in a dynamic environment
Benefits and Perks
- Unlimited vacation
- Ongoing education and training
- Bonuses