Job Description

Job Summary We are seeking a motivated Financial Analyst to join our dynamic Finance team. In this entry-level role, you will support financial planning, analysis, accounting and reporting efforts that drive strategic decision-making. This position is ideal for recent graduates or early-career professionals with a passion for finance, strong analytical skills, and a desire to learn in a fast-paced, client-focused organization. You'll work closely with senior analysts and cross-functional teams to provide insights that help optimize investments and operations. Key Responsibilities

• Assist in preparing financial reports, budgets, and forecasts using tools like Excel, Tableau, and internal financial systems.
• Analyze financial data to identify trends, variances, and opportunities for cost savings or revenue growth.
• Support month-end and quarter-end close processes, including reconciliations and variance analysis.
• Collaborate with departments such as Investments, Operations, and Risk Management to gather data and provide actionable recommendations.
• Conduct ad-hoc financial modeling and scenario analysis to evaluate business initiatives.
• Monitor key performance indicators (KPIs) and prepare dashboards for executive presentations.
• Ensure compliance with regulatory standards and internal controls in all financial activities.
• Participate in team projects aimed at process improvements and automation.

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field (recent graduates encouraged to apply).
• 0-2 years of relevant experience; internships in finance or analytics are a plus.
• Proficiency in Microsoft Excel (pivot tables, VLOOKUP, formulas); familiarity with SQL, Python, or data visualization tools is advantageous.
• Strong analytical and problem-solving skills with attention to detail.
• Excellent communication skills, both written and verbal, with the ability to present findings clearly.
• Ability to work independently and as part of a team in a deadline-driven environment.
• Knowledge of financial principles, including GAAP and basic investment concepts.
• Authorization to work in the U.S. without sponsorship.

• Comprehensive benefits package including health, dental, and vision insurance; 401(k) with generous company match; and tuition reimbursement.
• Professional development opportunities, including mentorship programs, certifications (e.g., CFA Level 1 support), and ongoing training.
• Work-life balance with flexible hours, remote work options, paid time off, and parental leave.
• Employee perks such as wellness programs, fitness incentives, and community volunteering initiatives.
• A collaborative culture with regular team-building events.

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