
Website NextGenAnalysis NextGen Analytics
Transforming Data into Decisions
Job Description
About the Role
Summit Financial Group seeks a Financial Analyst to support our corporate finance team. You’ll prepare financial models, analyze trends, and provide insights to guide business decisions.
Responsibilities
- Prepare financial reports
- Analyze budget variances
- Develop forecasting models
- Identify cost-saving opportunities
- Support quarterly reporting
- Collaborate with department heads
- Present findings to leadership
Requirements
- Bachelor’s in Finance or Accounting
- 3+ years financial analysis experience
- Advanced Excel skills
- Knowledge of GAAP principles
- Strong analytical skills
- Power BI experience preferred
- Excellent communication skills
Benefits
- Competitive compensation
- Annual bonus potential
- Comprehensive benefits
- Hybrid work model
- Professional development
- 401(k) with match
- Paid parental leave
About the Company
Summit Financial Group provides wealth management and corporate financial services to clients nationwide. Our 250-person firm values integrity and innovation.
Job ID: financial-analyst-I03y5