Senior Financial Analyst CFA Charterholder

The Role

We are seeking a highly skilled and analytical Senior Financial Analyst with a CFA designation to join our team. This role is ideal for a detail-oriented professional with a strong foundation in investment analysis, financial modeling, and strategic planning. You will be instrumental in guiding data-driven decisions that support our clients growth and financial health.

Responsibilities

• Conduct in-depth financial analysis to support strategic initiatives and business decisions
• Develop, maintain, and improve complex financial models and forecasting tools
• Prepare monthly, quarterly, and annual financial reports and present key findings to senior management
• Analyze trends in financial performance and provide recommendations for improvement
• Perform research and financial / investment due diligence on private and public assets, including early-stage companies, VC funds, and real estate.
• Evaluate investment opportunities and support capital allocation decisions
• Prepare financial / investment due diligence reports for internal and external clients
• Partner with cross-functional teams (e.g., operations, sales, product) to support budgeting and forecasting processes
• Assist in scenario and sensitivity analysis for key business drivers
• Monitor economic, industry, and market trends and assess their impact on the company’s financial plans
• Support M&A activities, including due diligence, valuation modeling, and integration planning
  
  

• CFA Charterholder (required)
• Bachelor’s degree in Finance, Economics, Accounting, or a related field (MBA or Master’s degree preferred)
• 5+ years of progressive experience in financial analysis, corporate finance, or investment banking
• Advanced Excel and financial modeling skills; proficiency with financial planning software and ERP systems
• Investment due diligence experience with both public and private companies
• Strong analytical, problem-solving, and presentation skills
• Excellent written and verbal communication skills
• Ability to manage multiple priorities and meet tight deadlines in a fast-paced environment
  
  

• Ability to handle multiple engagements simultaneously
• Commitment and ability to meet critical business deadlines
• Self-starter with strong organizational skills
• Exceptional attention to detail
• Excellent research and problem-solving skills
• Strong technology and software acumen
• Comfortable learning new software programs
• Able to receive constructive feedback
• Comfortable working in a dynamic environment
  
  

• Unlimited vacation
• Ongoing education and training
• Bonuses