Finance Associate
Core
Produce and analyze daily, weekly, and monthly profit and loss reports; prepare and review balance sheets, income statements, and financial forecasts; conduct detailed analysis for budget forecasting, stress testing, and financial modeling.
Role type
Finance Associate
Builds
Financial reports, forecasts, and risk management initiatives
Domain
Financial Services / Corporate Finance
Deliverable
dashboards & analysis
Required skills
MS Office (Excel, PowerPoint), Financial modeling, Budget forecasting, Stress testing, Regulatory reporting, Risk management, Process improvement
Preferred skills
Tableau, Power BI, Alteryx, Audit/Accounting/Controllership/FP&A experience, Financial products knowledge (stocks, bonds, FX, equities, credit, commodities, IPOs, capital markets)
Responsibilities
Produce and analyze daily, weekly, and monthly profit and loss reports; Prepare and review balance sheets, income statements, and financial forecasts; Conduct detailed analysis for budget forecasting, stress testing, and financial modeling; Support key business projects, regulatory reporting, and risk management initiatives; Collaborate with senior stakeholders to provide actional insights and ensure timely reporting; Serve as a trusted advisor on financial processes, reporting accuracy, and process improvements.