Website SummitFinancialNY Summit Financial Group
Exceptional Financial Services
Job Description
About the Role
Support strategic decision-making at Beacon Financial Group through financial modeling, variance analysis, and KPI reporting for corporate clients.
Responsibilities
- Prepare quarterly forecasts
- Analyze P&L statements
- Develop budgeting tools
- Create client presentations
- Evaluate investment opportunities
- Ensure GAAP compliance
Requirements
- 3+ years FP&A experience
- Strong Excel/Power BI skills
- MBA preferred
- Accounting knowledge
- CPA/CFA candidate
- Presentation expertise
Benefits
- $85,000 – $105,000
- Annual performance bonus
- 401(k) 6% match
- Health/dental/vision
- Tuition reimbursement
- Hybrid work schedule
About the Company
Beacon Financial Group delivers bespoke corporate finance solutions since 2008. Our Boston-based team combines analytical rigor with client-focused service in wealth management.
Job ID: financial-analyst-VG6sq
