Senior Financial Analyst - Portfolio Management & Strategy Job

Principal Purpose of Position: ​

• Be the lead analyst on non-standard client analyses and long term projects
• Create new tools and improve upon existing processes
• Utilize data mining techniques and in depth analysis to develop solutions for ad hoc requests
• Apply knowledge of Microsoft Office and other software to improve efficiency and accuracy of group output
• 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 a 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

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