Finance Analyst
Core
Develop value-added financial analyses, build financial models, and prepare dashboards to support decision-making and assess business performance for senior leadership.
Role type
Senior IC finance analyst
Builds
financial models, monthly dashboards, and strategic forecasts
Domain
Financial services / Investment management
Deliverable
dashboards & analysis
Required skills
financial modeling, forecasting, data analysis, Microsoft Excel (advanced), PowerPoint, strategic planning
Preferred skills
VBA/macros, product expansion economics, annual budgeting
Technologies
Excel, PowerPoint, VBA
Responsibilities
Develop financial analyses to assess business performance; Partner with business teams to build models for strategic initiatives; Prepare monthly dashboards for senior management; Analyze revenue and expense trends to improve forecasts; Contribute to annual budget and forecasting processes.
Seniority
Mid-level, hands-on IC