Offer summary

Qualifications:

Bachelor’s degree in Accounting, Business, or Finance with at least two years of relevant experience., CFA Charterholder or at least CFA Level 2 candidacy; CFA and/or CPA preferred., Proficiency in Microsoft Excel and Google Sheets., Strong analytical, critical thinking, and communication skills..

Key responsibilities:

Conduct financial research and analysis, including budgets, forecasts, and sales margins.

Develop financial models and analyze trends for strategic planning.

Prepare financial reports, deliverables, and support pricing and sales activities.

Collaborate closely with CFO and Controller teams, ensuring data accuracy and quality standards.

Job description

The Role

FinStrat Management (“FSM”) is seeking a motivated individual to join our team as a Senior Financial Analyst - CFA. This is a full-time remote role.

Responsibilities

Execute research and financial analysis
Develop analysis on budgets, forecasts and sales margins
Conduct small-scale projects, and ad hoc analysis and reporting
Generate forecasts and analyzes trends for financial and strategic planning purposes
Create financial models of “what if” scenarios to help future business planning decisions
Provide support for pricing and sales
Provide interpretation of financial data in spreadsheets, charts, and reports
Identify and resolve discrepancies in data
Assist in development and delivery of various reporting packages
Prepare financial deliverables, correspondence and filings
Ensure assignments meet the firms’ quality standards
Review, analyze and consolidate data from multiple sources
Work closely with CFO and Controller teams
Communicate engagement matters to managers and partners
Provide five-star client service

Job Requirements

Professional Knowledge

CFA Charterholder, or at a minimum CFA Level 2 candidacy
Ability to assemble, communicate and present information clearly
Proficiency in Microsoft Excel and Google Sheets
Excellent verbal, written and interpersonal communication skills
Must exhibit strong analytical / critical thinking skills
Solve problems using a detailed and well-ordered approach
Be attentive to detail, maintain standards and actively check for data accuracy before conveying final work product

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

Education

Bachelor’s degree in Accounting, Business, or Finance and at least two years of relevant experience
CFA and/or CPA preferred but not required (the company will reimburse exam costs following successful completion)