Senior Financial Analyst

377695 | Direct Hire

This versatile Senior Financial Analyst has more than 10 years of experience overseeing financial reporting, mutual funds management, fund accounting, specialized projects, hiring and training, and marketing tactics. Industry experience includes public accounting, manufacturing and banking. Systems experience includes Hyperion, SAP, APEX, Tableau, Essbase, ACES, Bloomberg and advanced Excel (pivot tables, v-lookups, IF formulas, INDEX/MATCH).

Additional qualifications include:

  • Worked on P&L and balance sheet statements using complex Excel formulas
  • Delivered well-analyzed financial forecasts to support the business’ strategic direction and budget
  • Generated and coordinated financial reporting for all managed mutual funds
  • Prepared six-month expense budgets for each fund forecasting expenses based on vendor contracts, advisor and administrative contracts, and actual historical billing data

 

Skills: Accruals, Audits, Balance Sheet, Billing, Bloomberg, Credit, Essbase, Financial Analysis, Financial Reporting, Fixed Assets, Fund Accounting, GAAP, Hyperion, Inventory, Investments, Lotus Notes, Microsoft Office, Project Management, Revenue Risk, Risk Management, SAP
Skills: Accruals, Audits, Balance Sheet, Billing, Bloomberg, Credit, Essbase, Financial Analysis, Financial Reporting, Fixed Assets, Fund Accounting, GAAP, Hyperion, Inventory, Investments, Lotus Notes, Microsoft Office, Project Management, Revenue Risk, Risk Management, SAP