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Senior Financial Planning Analyst
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Job Description
- Req#: 25-09701
Employer Industry: Investment Management
Why consider this job opportunity:
- Salary up to $79.31/hour
- Opportunity for career advancement and growth within the organization
- Hybrid work model offering flexibility in work environment
- Engage in strategic financial analysis that directly impacts business decisions
- Work for a prestigious and globally recognized financial services company
- Join a company that values inclusivity and has been recognized as a Top Workplace
What to Expect (Job Responsibilities):
- Develop and deliver moderate to complex strategic financial analysis to support business operations and decisions
- Analyze financial and business information to assess business issues and provide actionable recommendations
- Create and manage the fiscal year plan and forecasts for business units or functions
- Support the annual budgeting process through analysis, reporting, and financial modeling
- Perform ad hoc financial analysis and develop key financial metrics and business management reports
What is Required (Qualifications):
- Minimum of 2-4 years of experience in accounting, finance, or a related function
- Bachelor's degree in accounting, Business Administration, Finance, or a related degree
- Strong written and verbal communication skills, with effective presentation abilities
- Proficiency in Microsoft Excel and experience with an enterprise accounting system (e.g., SAP)
- 3-5 years of experience in consulting or investment banking
How to Stand Out (Preferred Qualifications):
- MBA preferred but not required
- General knowledge of mutual funds or experience in the investment management industry
- Demonstrated ability to analyze complex financial reports and situations
#InvestmentManagement #FinancialAnalysis #CareerOpportunity #HybridWork #TopWorkplace
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