Senior Financial Analyst - Portfolio Management & Strategy

Principal Purpose of Position

Create new tools and improve upon existing processes
Utilize data mining techniques and in-depth analysis to develop solutions for ad hoc requests
Utilize expertise to help develop junior team members’ technical skills
Lead projects and be able to review the work of other Financial Analysts
Perform all other duties and special projects as assigned.

Education and/or Training

• Bachelor’s degree in Accounting, Finance, or a related field
• MBA, other Graduate degrees, CPA or CFA a plus

Relevant Work Experience

• 3-5 years of experience in finance, accounting, or data analytics
• Working knowledge of Business Object or similar packages
• Able to read and understand Financial Statements
• Experience collecting and analyzing raw data to identify trends, patterns, and anomalies
• Proficient in Microsoft Office (Excel, PowerPoint, Word & Outlook)
• Familiar with data analytics/visualization tools (Power BI, Tableau, etc.)

Planning/Organizing/Managerial Knowledge

• Strong analytical and problem-solving skills, with the ability to communicate findings
• High standards of accuracy and ability to self-review work
• Able to manage multiple priorities under competing deadlines
• Highly organized
• Comfortable working in a high-paced, deadline-driven environment

Communicating & Influencing Skills

• Strong verbal and written communication skills
• Able to work effectively independently as well as collaboratively within a team
• Able to summarize data and present findings in an easy-to-understand format
• Strong research and presentation skills
• Comfortable with presenting to high-level internal and external clients
• Responds to non-standard requests from customers and the business; investigates with assistance from others as needed

Benefits

• Health Insurance
• Vision Insurance
• Dental Insurance
• Life and Disability Insurance
• Flexible Spending and Health Savings Accounts
• Employee Assistance Program
• 401(k) plan with Company Match
• Paid Time Off (PTO)
• Paid Holidays, Bereavement, and Jury Duty
• Paid Pregnancy/Parental leave
• Paid Military Leave
• Tuition Reimbursement

Pay

$72,950.00 - $103,955.00 USD annually for full-time employees.

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Equal Opportunity Employment and Accommodations

Holman provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. If you are a person with a disability needing assistance with the application process, please contact HR@Holman.com This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.