Financial Analyst

Job Summary & Responsibilities

The Financial Analyst is responsible for analyzing and reporting on existing and prospective business investments. This role requires applying market research, accounting principles and data available from existing business to model how an investment is likely to perform and how sustainable it might be. The Financial Analyst plays a key role in our sound portfolio-management strategy by providing the necessary data for the decision-making processes.

• Design analytical methodologies to support data-driven decision-making for investment and resource allocation.
• Develop analytical models that can quickly evaluate discrete investment opportunities.
• Develop processes, techniques, and tools to automate the work required to understand business performance and guide financial decisions.
• Measure and report on expected versus actual investment results, quantify cause, and recommend remedial action.
• Prepare financial reports with reliable conclusions that management can use to drive effective operational strategies.
• Continuously strengthen portfolio management expertise by attending professional development workshops, monitoring industry trends and publications, and sharing insights across the organization.
• Other duties as assigned.

Preferred Qualifications

• 1-3 years of related work experience required.
• Bachelor's degree in accounting or finance is required.
• Master’s degree in related field is preferred.
• Prior experience with business transactions including mergers and acquisitions.
• Prior experience creating financial models using Microsoft Excel.
• Strong math skills with at least a basic understanding of statistics and probabilities.
• Able to distill data into useful information and communicate that information effectively both orally and in writing.
• Able to maintain trust relationships as the role requires handling proprietary and confidential information.
• Must be resourceful, able to initiate action and work independently at times.
• Ability to collaborate as a team member.

Pay range: $100,000 - 120,000 per year

Our Company is an Equal Opportunity Employer

Pay Range

$100,000 - 120,000 per year

Compensation & BenefitsEligible employees (and their families) may qualify for medical, dental, and vision insurance, as well as having basic life and accidental death insurance, paid disability insurance, including paid parental leave if eligible, and an Employee Assistance Program. Employees will receive paid sick and vacation time, and company holidays if eligible. The company also offers paid bereavement leave, and paid jury duty. Eligible employees can enroll in our company's 401k plan, as well as a retirement plan. Employees will be eligible for discretionary and/or metric-based bonuses dependent on their position.