Website SummitFinanceNY Summit Financial Group
Elevating your financial future.
Job Description
About the Role
We are looking for a Financial Analyst with strong analytical skills to join our finance team. This role involves analyzing financial data, preparing reports, and providing insights to support strategic decisions.
Responsibilities
- Analyze financial data to identify trends and patterns
- Prepare financial reports and presentations for senior management
- Conduct financial forecasting and budgeting activities
- Evaluate investment opportunities and risks
- Develop financial models to support strategic decisions
- Monitor financial performance and provide recommendations
- Ensure compliance with financial regulations and standards
- Collaborate with cross-functional teams to provide financial insights
Requirements
- Bachelor’s degree in Finance or a related field
- 3+ years of experience as a Financial Analyst or in a similar role
- Proven analytical and problem-solving skills
- Proficiency in financial software and tools (e.g., Excel, SQL)
- Strong communication and presentation skills
- Knowledge of financial regulations and standards
- Ability to work in a fast-paced environment
- Attention to detail and accuracy
Benefits
- Competitive salary and benefits package
- Health, dental, and vision insurance
- 401(k) retirement plan with company match
- Generous paid time off and holidays
- Ongoing training and professional development
- Supportive and collaborative work environment
- Employee assistance program
- Opportunities for career advancement
About the Company
Financial Wells Inc. is a trusted provider of financial services, dedicated to delivering expert financial solutions. Our mission is to empower clients and stakeholders with valuable financial insights and guide them towards sustainable growth.
Job ID: financial-analyst-1h3wm
