Senior Financial Analyst, CFA Charterholder at FinStrat Management

This a Full Remote job, the offer is available from: Philippines

The Role

FinStrat Management (“FSM”) is seeking a motivated individual to join our team as a Senior Financial Analyst - CFA. This is a full-time remote role.

• Execute research and financial analysis
• Develop analysis on budgets, forecasts and sales margins
• Conduct small-scale projects, and ad hoc analysis and reporting
• Generate forecasts and analyzes trends for financial and strategic planning purposes
• Create financial models of “what if” scenarios to help future business planning decisions
• Provide support for pricing and sales
• Provide interpretation of financial data in spreadsheets, charts, and reports
• Identify and resolve discrepancies in data
• Assist in development and delivery of various reporting packages
• Prepare financial deliverables, correspondence and filings
• Ensure assignments meet the firms’ quality standards
• Review, analyze and consolidate data from multiple sources
• Work closely with CFO and Controller teams
• Communicate engagement matters to managers and partners
• Provide five-star client service

Job Requirements

• CFA Charterholder, or at a minimum CFA Level 2 candidacy
• Ability to assemble, communicate and present information clearly
• Proficiency in Microsoft Excel and Google Sheets
• Excellent verbal, written and interpersonal communication skills
• Must exhibit strong analytical / critical thinking skills
• Solve problems using a detailed and well-ordered approach
• Be attentive to detail, maintain standards and actively check for data accuracy before conveying final work product

• 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

• Bachelor’s degree in Accounting, Business, or Finance and at least two years of relevant experience
• CFA and/or CPA preferred but not required (the company will reimburse exam costs following successful completion)

• Unlimited vacation
• Ongoing education and training
• Bonuses

This offer from "FinStrat Management, Inc." has been enriched by Jobgether.com and got a 81% flex score.