Senior Financial Analyst

About the role

The Senior Financial Analyst will assist in the preparation and analysis of monthly financial packages, support the creation of internal and external presentations and reporting packages, enhance reporting and forecasting processes, manage ad hoc FP&A projects, and identify trends, risks, and opportunities through data analysis.

Responsibilities

• Assist in the preparation and analysis of monthly financial packages, including variance analysis.
• Support the creation of internal and external presentations and reporting packages, such as board materials.
• Enhance reporting and forecasting processes by leveraging technology, automation, and best practices.
• Take ownership of forecasting select components of the P&L on a monthly basis.
• Manage ad hoc FP&A projects with a focus on data management and process improvement.
• Manage multiple data-intensive assignments with consistent attention to detail.
• Identify trends, risks, and opportunities through data analysis, and propose actionable insights.
• Stay abreast of industry trends and expand your professional knowledge through ongoing learning.
• Support and foster a collaborative, inclusive, and knowledge-sharing environment.

Requirements

• Bachelor’s degree in Finance, Accounting, Data Science, Information Systems, Statistics, Business Analytics, Mathematics, or a related field.
• 5-6 years of relevant experience.
• Strong proficiency in Excel and PowerPoint required.
• Wealth Management / Financial Services background is highly desirable.
• Familiarity with Workday and Adaptive Planning is highly desirable.
• Experience with PowerBI, PowerQuery, Tableau, SQL, and Snowflake is highly desirable.
• CPA or CFA designation is a plus, but not required.
• Excellent quantitative, technical, analytical, and communication skills.
• Ability to work effectively both independently and as part of a team.
• Ability to work five days a week in person in our Baltimore office.

Qualifications

• Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B , O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship).

Benefits

• Competitive compensation package, including full benefits.
• Medical, Dental, Vision, Wellness program participation incentive.
• Financial wellness program, Fitness event fee reimbursement, Gym membership discounts.
• Colleague Assistance Program, Telemedicine Program (for those enrolled in Medical).
• Adoption Benefits, Daycare late pick-up fee reimbursement.
• Basic Life & Accidental Death & Dismemberment Insurance, Voluntary Life & Accidental Death & Dismemberment Insurance, Short Term Disability, Paid parental leave.
• Group Long Term Disability, Pet Insurance.
• 401(k) (50% employer match up to IRS limit, 4 year vesting).