Sr. Financial Analyst

About the role

A growing professional services organization is seeking an experienced Senior Financial Analyst to provide financial analysis, modeling, forecasting, and reporting support. Will work closely with senior stakeholders to evaluate financial performance, develop actionable insights, and support business and investment decisions. The ideal candidate combines strong analytical and technical skills with the ability to work independently, manage competing priorities, and communicate complex financial information clearly.

Responsibilities

• Develop and maintain financial models to evaluate business performance, investment opportunities, projected returns, and alternative scenarios.
• Support budgeting, forecasting, financial projections, and scenario analysis.
• Prepare management reports, performance summaries, and presentations for senior leadership.
• Analyze actual results against budgets, forecasts, and prior periods to identify trends, risks, and opportunities.
• Evaluate financial assumptions, cash flows, financing structures, and projected returns for business initiatives and potential transactions.
• Gather and validate financial and operational data from multiple sources.
• Improve financial models, reporting processes, and analytical tools.
• Partner with finance and business stakeholders on ad hoc analysis and strategic initiatives.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• 5+ years of experience in financial analysis, FP&A, corporate finance, investment analysis, or a related discipline.
• Advanced Microsoft Excel skills, including complex formulas, financial modeling, sensitivity analysis, and scenario planning.
• Experience developing financial models, forecasts, management reports, and analytical presentations.
• Strong understanding of financial statements, cash flow analysis, and financial performance metrics.
• Excellent analytical, organizational, and problem-solving skills.
• Ability to work independently, manage multiple priorities, and communicate effectively with senior stakeholders.
• Proficiency in PowerPoint; experience with financial reporting systems or business intelligence tools.

Preferred Qualifications

• Experience in commercial real estate, real estate finance, private credit, investment management, lending, or capital markets.
• Familiarity with real estate underwriting, debt financing, transaction analysis, or investment return modeling.
• Experience supporting senior leadership with financial and investment-related decisions.

Schedule

Hybrid, 3 days in office (Midtown Manhattan, NY)

Pay

Compensation depends on factors including the individual's skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; and other business and organizational needs. As required by local law, a salary range is disclosed for geographies that mandate it. The individual may also be eligible for discretionary bonuses and/or participation in medical, dental, and vision benefits as well as the company's retirement plan (or similar retirement benefits).