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.ResponsibilitiesConduct in-depth financial analysis to support strategic initiatives and business decisionsDevelop, maintain, and improve complex financial models and forecasting toolsPrepare monthly, quarterly, and annual financial reports and present key findings to senior managementAnalyze trends in financial performance and provide recommendations for improvementPerform 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 decisionsPrepare financial / investment due diligence reports for internal and external clientsPartner with cross-functional teams (e.g., operations, sales, product) to support budgeting and forecasting processesAssist in scenario and sensitivity analysis for key business driversMonitor economic, industry, and market trends and assess their impact on the company’s financial plansSupport M&A activities, including due diligence, valuation modeling, and integration planningJob RequirementsProfessional KnowledgeCFA 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 bankingAdvanced Excel and financial modeling skills; proficiency with financial planning software and ERP systems Investment due diligence experience with both public and private companiesStrong analytical, problem-solving, and presentation skillsExcellent written and verbal communication skillsAbility to manage multiple priorities and meet tight deadlines in a fast-paced environmentSoft SkillsAbility to handle multiple engagements simultaneouslyCommitment and ability to meet critical business deadlinesSelf-starter with strong organizational skillsExceptional attention to detailExcellent research and problem-solving skillsStrong technology and software acumenComfortable learning new software programsAble to receive constructive feedbackComfortable working in a dynamic environmentBenefits and PerksUnlimited vacationOngoing education and trainingBonuses
9 days ago