Financial and Investment Analyst

New York FULL TIME $45,000 - $85,000 / Year
($3,750 - $7,083 / Month)

Job Description

We are searching for a Financial Analyst to deliver insightful analysis, prepare detailed reports, and provide strategic recommendations that enhance our financial performance. If you're passionate about data and possess a keen analytical mindset, we want to hear from you!

Responsibilities

  • Provide financial analysis and support for strategic decision-making.
  • Create and maintain comprehensive financial reports, budgets, forecasts, and cash flow projections.
  • Identify and analyze financial trends and variances, making recommendations for improvements.
  • Collaborate with other departments to ensure accurate, timely financial reporting.
  • Assist in preparing annual financial statements and regulatory filings.
  • Conduct special projects and ad-hoc financial analysis as needed.
  • Ensure the accuracy of financial data and compliance with reporting standards.
  • Participate in financial audits and audits as appropriate.
  • Develop key performance indicators (KPIs) to assess financial performance.
  • Provide mentorship and support to junior analysts.

Requirements

Education
  • Bachelor's degree in Finance, Accounting, or related field
  • Master's degree in Finance or MBA preferred
Experience
  • 2-5 years of experience in financial analysis and reporting
Technical Skills
  • Microsoft Excel
  • Financial Modelling
  • QuickBooks
  • SQL
Soft Skills
  • Analytical Thinking
  • Communication
  • Attention to Detail
Certifications
  • Certified Public Accountant (CPA) preferred
  • Chartered Financial Analyst (CFA) is a plus
Languages
  • English: Fluent

Advantageous

  • Experience with Mergers and Acquisitions: Knowledge of processes involved in M&A transactions.
  • Experience in a Corporate Finance environment: Hands-on experience in corporate finance operations.

Benefits

  • Attractive salary and bonus structure
  • Health insurance, dental, and vision coverage
  • Generous 401(k) with employer matching
  • Flexibility for remote work and adjustable hours
  • Continuous education and growth programs

Company Culture

  • Teamwork: We promote a culture of collaboration and teamwork, fostering a supportive environment.
  • Integrity: We value integrity in our operations and expect it from all team members.
  • Innovation: We encourage innovative thinking and creative problem-solving across all levels.
Status: Closed