Financial Analyst

Essential Job Responsibilities

• Analyze and report on existing and prospective business investments.
• Apply market research, accounting principles, and data from existing business to model investment performance and sustainability.
• Support sound portfolio-management strategy by providing necessary data for decision-making.
• Design analytical methodologies for data-driven decision-making in investment and resource allocation.
• Create financial models using Microsoft Excel to evaluate discrete investment opportunities.
• Measure and report on expected versus actual investment results, quantify causes, and recommend remedial actions.
• Prepare financial reports with reliable conclusions for effective operational strategies.
• Strengthen portfolio management expertise through professional development, monitoring industry trends, and sharing insights.

Qualifications

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

Pay

$100,000 - 120,000 per year

Benefits

• Medical, dental, and vision insurance
• Basic life and accidental death insurance
• Paid disability insurance, including paid parental leave if eligible
• Employee Assistance Program
• Paid sick and vacation time, and company holidays if eligible
• Paid bereavement leave
• Paid jury duty
• Eligible for 401k plan and retirement plan
• Discretionary and/or metric-based bonuses dependent on position