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Posted: Thu Feb 01 2024
Senior Financial Analyst
Job Duties and Responsibilities:
Participate on business diagnostic assessments to deliver impactful insights and recommendations to clients.
Work directly with middle market consumer product companies and lending institutions to request and analyze data and summarize findings.
Utilize the firm’s proprietary technology
Utilize Excel and perform analytical procedures on client’s historical financial and operational data.
Assist clients in developing financial forecasts, monitoring, and analyzing cash flows.
Prepare account reconciliations and assist clients with monthly accounting and financial reporting.
Develop a familiarity with industry specific data sets and the ability to interpret and analyze operational reporting.
Prepare presentations for client meetings.
Bachelor’s degree from an accredited university in the field of Accounting,
Strong work ethic
Public accounting experience
Excellent written and verbal communication skills
Advanced Microsoft Excel including use of macros, pivot tables, formulas, formatting, and charts)
Mature common-sense intelligence to effectively deal with increasingly diverse management teams and Lenders.
Confidence and maturity to work with senior executives and at all levels in an organization.
Ability to work collaboratively in a team environment.