Demo

FINANCIAL ANALYST

Segrera Associates
FL Full Time
POSTED ON 1/17/2025
AVAILABLE BEFORE 4/17/2025

About Us :

Segrera Associates is working with a financial services organization committed to providing innovative lending solutions to their clients. We are seeking a motivated Financial Analyst to join the team and play a pivotal role in driving strategic financial initiatives.

Position Summary :

As a Financial Analyst, you will work closely with the FP&A team to analyze and interpret financial data, prepare detailed variance analysis, and support the automation of reporting and financial models. This role offers a clear pathway to promotion, making it an ideal opportunity for a high-performing individual with a growth-oriented mindset.

Key Responsibilities :

  • FP&A Support : Assist in the preparation and execution of annual budgets, forecasts, and long-term financial plans.
  • Variance Analysis : Monitor and analyze financial performance, identifying trends, variances, and opportunities for improvement.
  • Automation : Drive efficiency by automating financial reporting processes and enhancing the accuracy and timeliness of deliverables.
  • Modeling : Develop, refine, and maintain robust financial models to support decision-making and strategic planning.
  • Collaboration : Work closely with cross-functional teams to provide financial insights that inform business strategies.
  • Reporting : Prepare detailed reports and dashboards for senior leadership, highlighting key financial metrics and insights.
  • Continuous Improvement : Recommend and implement best practices to enhance the financial analysis and reporting processes.

Qualifications :

  • Bachelors degree in Finance, Accounting, Economics, or a related field.
  • 24 years of experience in financial analysis, FP&A, or a similar role, preferably within the financial services industry.
  • Advanced proficiency in Microsoft Excel and experience with financial modeling.
  • Familiarity with business intelligence tools (e.g., Power BI, Tableau) and ERP systems is a plus.
  • Strong analytical skills with an ability to synthesize complex data into actionable insights.
  • Excellent communication and presentation skills.
  • Self-motivated and eager to grow into a Senior Financial Analyst role.
  • Why Join Us?

  • Growth Opportunities : Fast-track promotion opportunities for high performers.
  • Collaborative Culture : Work alongside a supportive and talented team.
  • Impactful Work : Contribute to meaningful projects that drive business success.
  • Competitive Compensation : Comprehensive salary and benefits package.
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