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Position: Senior Financial Analyst
Job Number: MS03827
Location: NY - New York City
Date Posted: 2017-08-08
Salary Range: $101-125k $126-150k
Job Summary:

Leading Investment and Advisory Firm seeking a Senior Financial Analyst to join their growing team!! 

Company Information:

Name: Leading Investment and Advisory Firm

Job Description:

o    Developing financial models for new businesses, working closely with product managers and senior management.

o    Preparing quarterly financial results package for management and Board of Directors, analyzing performance against plan and financial outlooks.  

o    Establishing relationships with key business contacts

o    Reviewing and analyzing aged receivables, work with sales force to collect outstanding amounts without disruption to the client.

o    Driving and managing ad hoc projects or analysis as necessary. This may include modeling and valuation, performing due diligence, creating business plans, and providing decision support to management for strategic initiatives, business expansion and potential acquisitions.

o    Analyzing historical revenue and expense trends vs key performance indicators (KPI’s).

o    Identifying opportunities to improve efficiency of processes, streamline collection, use, and presentation of data.

Requirements / Qualifications:

o    BS in accounting or finance

o    Minimum 5 years of financial reporting, analysis and/or accounting experience, preferably in the financial services industry

o    Experience partnering with business leadership and operational owners as a thought leader, informing business decision making with relevant data and perspective

o    Excellent verbal and written communication skills

o    CPA or MBA

o    Knowledge of front or middle office derivative operations

o    Advanced Excel Users; Access and database knowledge

o    SAP & BW experience

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