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Title:  Senior Financial Analyst
Location:  Boston, MA
Job Type:  Direct Hire
Compensation:   per Year
Reference Code:  951153-EQG
Description:  Our client is seeking a Senior Financial Analyst. Primary Responsibilities:
  • The main contribution of this position includes the financial analysis and business decision support of various Asset Management functional groups
  • Support the annual planning cycle inclusive of the 5 year plan, annual operating plan, budget, quarterly and ad hoc forecasts
  • Enhance and/or create various models that support the Asset Management business units; revenue, expenses and headcount
  • Prepare and analyze monthly, quarterly, annual, and ad hoc reports for various business reviews tied to scorecards, key initiatives, and business drivers (e.g., assets, flows, competitive/market share, revenue, expense, income, margin)
  • Liaise with key financial customers and business partners
  • Lead/Support various process improvement and transformation initiatives
  • Complete ad-hoc requests as needed
Requirements:  Education and Experience:
  • Bachelors Degree in Finance or Accounting combined with a minimum of 5-8+ years full time work experience preferably in a Sr. Financial Analyst (or equivalent) role; experience in financial services is highly desired; MBA or similar advanced degree is a plus, but not mandatory
  • Very strong analytical capabilities (i.e., intellectual curiosity) and understanding of financial concepts, methodologies, and processes
  • Strong experience with various software applications (Excel and EssBase)