Website MonarchFin Monarch Financial Partners
Strategic Wealth Management Since 1987
Job Description
About the Role
Support financial planning, analysis, and reporting for a global investment firm. Develop forecasting models, conduct performance analysis, and prepare executive reports. Contribute to strategic financial decisions through data-driven insights.
Responsibilities
- Prepare quarterly financial statements and performance reports
- Develop financial models for forecasting and scenario analysis
- Analyze investment portfolio performance
- Prepare presentations for C-suite and investors
- Identify trends and provide strategic recommendations
- Support annual budgeting and planning process
- Collaborate with accounting for month-end closes
Requirements
- Bachelor’s degree in Finance, Economics, or Accounting
- 3+ years financial analysis experience
- Advanced Excel and financial modeling skills
- Experience with BI tools (Tableau/Power BI)
- Understanding of GAAP accounting principles
- CFA or progress toward certification preferred
Benefits
- Competitive salary and performance bonuses
- Comprehensive health and retirement plans
- Flexible hybrid work arrangements
- Professional development fund
- On-site wellness facilities
- 401(k) match up to 6%
About the Company
Monarch Financial Partners advises institutional clients with $50B+ in assets. Our Manhattan headquarters cultivates analytical excellence in a collaborative culture focused on sustainable investing principles.
Job ID: corporate-financial-analyst-WOKGo
