Website SummitFinancial Summit Financial Group
Guiding your financial future
Job Description
About the Role
Analyze financial data, prepare reports, and support decision-making processes for strategic initiatives
Responsibilities
- Perform financial analysis and forecasting using various tools and databases
- Prepare and present detailed financial reports and presentations to stakeholders
- Collaborate with cross-functional teams to evaluate the financial impact of strategic initiatives
- Develop and refine financial models, budgets, and variance analyses
Requirements
- Bachelor’s degree in Finance, Accounting, or a related field
- Proven experience as a Financial Analyst or similar role
- Strong proficiency in Microsoft Office Suite, particularly Excel
- Experience with financial software and tools, such as Bloomberg Terminal, FactSet, or BoardBrush
Benefits
- Competitive salary and equity compensation
- Comprehensive benefits package, including health, dental, and vision insurance
- Generous paid time off and 401(k) matching
- Professional development opportunities and a dynamic work environment
About the Company
We are a leading global investment management firm dedicated to delivering exceptional results for our clients
Job ID: senior-financial-analyst-IpylT
