What are the responsibilities and job description for the Sr Financial Analyst position at Centersquare?
Senior Financial Analyst
About the position:
We are seeking a Senior Financial Analyst to join our FP&A team at Centersquare DC, responsible for building and maintaining advanced financial models, including 3-statement models and broader corporate financial modeling.
The ideal candidate will have 2-5 years of experience in investment banking, corporate banking, or a related field. Seeking a detail-oriented analyst who can independently gather, analyze, and structure data into a clear and actionable format.
Key Responsibilities:
- Develop and maintain financial models for detailed business analysis, including budgets, forecasts, and scenario planning, to support strategic decision-making
- Analyze financial statements, KPIs, and business drivers provide insights to improve profitability and efficiency
- Prepare and present financial reports, dashboards, and presentations for senior management and stakeholders
- Collaborate with cross-functional teams to gather input, validate key financial assumptions, and align financial strategies with business goals using proven best practices from investment banking and consulting
- Analyze historical and current financial data to identify trends and provide actionable insights, conduct financial modeling and analysis
Qualifications & Experience:
- The ideal candidate should have 2 to 5 years of experience in investment banking, corporate banking, strategy consulting, FP&A, or strategic finance
- Bachelor’s degree in Finance, Accounting, Economics, or a related field (MBA/CFA preferred)
- Proven ability to independently analyze data, extract actionable insights, and effectively present findings in a clear and meaningful manner
- Advanced Excel modeling skills, expertise with financial systems and data visualization tools (e.g., Excel, Power BI)
- Demonstrated expertise in financial modeling with experience across accounting, consulting, investment banking, or private equity
- Articulate with excellent verbal and written communication skills
- Proactive and enthusiastic, with an ability to build strong relationships, thrives in fast-paced environments while maintaining professionalism and integrity
The above-referenced position summary is a guideline designed to present an overview of job duties and is not intended to be a comprehensive list of responsibilities and requirements.
Centersquare is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.
