Job Description

About Our Client:

Our client is seeking a professional Senior Financial Analyst, FP&A with at least a 3 years in finance (accounting, reporting, corporate finance). 

Responsibilities

• Help with financial forecasting, re-forecasting, and analysis
• Review quarterly earnings forecasts and spot unusual variances
• Compare actual results to forecasts, look into discrepancies, and suggest updates
• Consider macroeconomic factors that could impact forecasts
• Share key variances with senior management through reports and presentations
• Support quarterly and year-end reporting of key financial metrics
• Put together asset management reports on AUM, fee revenues, and earnings
• Work with relevant contacts to understand changes in key metrics
• Check and analyze trends across different reporting periods
• Contribute to building a 5-year business plan with finance, investments, and M&A teams
• Make sure business plans follow accounting policies and company goals
• Connect with operating companies to understand strategies, priorities, and risks
• Create clear, easy-to-follow presentations for senior management
• Design PowerPoint decks to present financial insights clearly
• Organize and simplify tables for ad-hoc analysis
• Find ways to improve processes, boost efficiency, and support growth

Qualifications

• Degree in finance, accounting, or business + CPA/CA
• 3-5 years in finance (accounting, reporting, corporate finance)
• Proficient in Excel & PowerPoint; OneStream is a bonus
• Strong analytical skills, keen attention to detail, and sound judgment
• Proactive, independent, and comfortable in fast-moving environments
• Clear and effective with people at all levels
• Manages multiple tasks, meets deadlines, and stays organized
• Team-focused, ethical, and always looking for ways to improve
  
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