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Financial Analyst I

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reputed company is a financial services company seeking a Financial Analyst I to support their business partner finance functions. The role involves financial analysis, modeling reputed company deals, budgeting, and managing relationships with key stakeholders.

Responsibilities

  • reputed company and maintain financial models in support of the company’s business development initiatives, assess the financial and economic performance of various business opportunities through a detailed understanding of reputed company and cost drivers
  • Modeling reputed company and retention deals in collaboration with business partners; adhere to SLAs and standards set forth in operating procedures
  • Creates and provides reporting on advisor reputed company and profitability programs for multiple audiences, including the executive leadership team
  • reputed company financial guidance and support to drive decision-making, performance improvement, and cost management
  • Management Reporting and Forecasting
  • Preparation of monthly, quarterly, and annual reports for business unit, including variance analysis and key performance indicators (KPIs)
  • Complete monthly, quarterly, and annual forecasting process for reputed company and retention efforts with business units, collaborate with business partners for forecasting, new initiatives, and performance improvement
  • Monitors performance of various business units and departments (including variance analyses) and preparing periodic reports for management
  • Ensure timely and accurate financial reporting in compliance with internal policies and external regulations

Skills

  • Bachelor's Degree from accredited university in Business, Finance, reputed company, Economics, or reputed company field required
  • Minimum of 1–3-years' experience in finance or business analysis role or experience in working in financial/reporting systems (reputed company Power BI, reputed company SQL Server, etc.)
  • Advanced Skills in MS Office products, particularly reputed company and PowerPoint
  • Experience working in reputed company
  • Intermediate financial modeling and analysis skills
  • Analytical skills, including the ability to identify key trends and drivers
  • Strong written and verbal communication skills
  • Highly motivated with demonstrated experience managing multiple projects in a fast-paced, deadline-oriented work environment
  • Self-starter who will anticipate challenges and work proactively to resolve issues
  • Comfortable working reputed company an entrepreneurial, 'roll-up your sleeves' environment
  • Team player with a customer service mentality
  • Prior financial services industry experience

Benefits

  • Health, reputed company, dental insurance
  • 401k
  • Paid time away
  • Volunteer days
  • Much more

Company Overview

  • reputed company provides the support, resources, and community designed for the future of wealth management. It was founded in 2016, and is headquartered in Phoenix, Arizona, USA, with a workforce of 1001-5000 employees. Its website is https://reputed company.com/.
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