Senior Financial Analyst

New
United States, RemoteFull-TimeSenior
Salary not disclosed
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Job Details

Experience
4–8 years
Required Skills
PythonSQLMicrosoft Power BIMicrosoft ExcelPresentation skillsBudgetingFinancial analysisData analyticsR

Requirements

  • Bachelor’s degree in Finance (or equivalent experience), Accounting, Economics, or related field (CPA or CFA preferred).
  • 4–8 years of progressive experience in financial analysis, modeling, reporting and data.
  • Advanced proficiency in Microsoft Excel and financial modeling.
  • Familiarity with SQL, Power BI, and Adaptive Insights (or similar tools).
  • Experience with R or Python desired.
  • Understanding of GAAP and structured finance principles.
  • Exceptional analytical and problem-solving abilities.
  • Strong communication and presentation skills for diverse audiences.
  • Ability to manage multiple projects in a fast-paced, deadline-driven environment.

Responsibilities

  • Collect, synthesize, and analyze large datasets to identify trends, risks, and opportunities.
  • Design and maintain Power BI reports, ensuring integration with underlying SQL-based data sources.
  • Support the migration of data outputs from Excel to Adaptive Insights, Power BI, and other automated reporting platforms.
  • Update and maintain multi-year financial forecast models for subsidiary companies.
  • Take ownership of multiple financial modules and manage them as integral components of the core business.
  • Conduct scenario analyses and stress tests to support strategic initiatives.
  • Implement modelling within Adaptive Insights, making updates and adjustments as needed.
  • Partner with operations, accounting, and leadership teams to align financial goals with business objectives.
  • Support ad-hoc projects and special initiatives across various finance teams.
  • Drive continuous improvement in forecasting, reporting, and data management processes.
  • Implement best practices for efficiency and accuracy in financial workflows.
  • Create, maintain, and analyze budgets; identify variances and provide actionable insights.
  • Prepare standardized reporting packages, board materials, and executive summaries.
  • Support month-end close activities while analyzing and reporting on key risks and opportunities.
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