Senior Financial Analyst (CFA Charterholder) at FinStrat Management
This a Full Remote job, the offer is available from: Indiana (USA) The Role We are seeking a highly skilled and analytical Senior Financial Analyst with a CFA designation to join our team. This role is ideal for a detail-oriented professional with a strong foundation in investment analysis, financial modeling, and strategic planning. You will be instrumental in guiding data-driven decisions that support our client's growth and financial health. Responsibilities • Conduct in-depth financial analysis to support strategic initiatives and business decisions • Develop, maintain, and improve complex financial models and forecasting tools • Prepare monthly, quarterly, and annual financial reports and present key findings to senior management • Analyze trends in financial performance and provide recommendations for improvement • Perform research and financial / investment due diligence on private and public assets, including early-stage companies, VC funds, and real estate. • Evaluate investment opportunities and support capital allocation decisions • Prepare financial / investment due diligence reports for internal and external clients • Partner with cross-functional teams (e.g., operations, sales, product) to support budgeting and forecasting processes • Assist in scenario and sensitivity analysis for key business drivers • Monitor economic, industry, and market trends and assess their impact on the company’s financial plans • Support M&A activities, including due diligence, valuation modeling, and integration planning Job Requirements Professional Knowledge • CFA Charterholder (required) • Bachelor’s degree in Finance, Economics, Accounting, or a related field (MBA or Master’s degree preferred) • 5+ years of progressive experience in financial analysis, corporate finance, or investment banking • Advanced Excel and financial modeling skills; proficiency with financial planning software and ERP systems • Investment due diligence experience with both public and private companies • Strong analytical, problem-solving, and presentation skills • Excellent written and verbal communication skills • Ability to manage multiple priorities and meet tight deadlines in a fast-paced environment Soft Skills • 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 Benefits and Perks • 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. Apply tot his job