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Job Description
About the Role
Provide financial planning & analysis for mid-sized investment firm. Develop forecasting models and support strategic decision-making across multiple portfolios.
Responsibilities
- Prepare quarterly forecasts
- Analyze financial statements
- Develop KPI dashboards
- Support M&A due diligence
- Optimize budgeting processes
- Ensure GAAP compliance
Requirements
- Bachelor’s in Finance/Accounting
- 3+ years FP&A experience
- Advanced Excel skills
- Power BI/Tableau proficiency
- CFA/CPA preferred
- Knowledge of financial regulations
Benefits
- Annual performance bonus
- Student loan assistance
- Premium health plan
- Hybrid work model
- Professional certification support
- Stock purchase plan
About the Company
Summit Financial Group manages $15B in assets for institutional clients. Our San Francisco headquarters provides cutting-edge financial solutions with ESG integration.
Job ID: financial-analyst-ck3k2
