Job Description
About the Role
Lead FP&A initiatives for investment portfolio performance at Global Financial Partners. Develop forecasting models while advising senior leadership on data-driven strategy.
Responsibilities
- Prepare management reports
- Develop quarterly forecasts
- Perform variance analysis
- Create financial models
- Assess investment opportunities
- Lead special projects
- Mentor junior analysts
Requirements
- Bachelor’s in Finance/Accounting
- CFA/CPA designation
- 8+ years financial analysis
- Advanced Excel proficiency
- Experience with Power BI
- Investment sector knowledge
- Leadership experience
Benefits
- Performance bonuses (25% target)
- Premium benefits package
- Equity participation
- Executive retirement plan
- Flexible work arrangements
- Professional dues reimbursement
- Executive health program
About the Company
Global Financial Partners advises institutional investors worldwide with $18B AUM. Our NYC headquarters focuses on long-term value creation. Leaders receive autonomy and resources to impact financial markets.
Job ID: senior-financial-analyst-SqkBC
